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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

430 hedge funds and large institutions have $7.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+12
Holders Change %
+2.87%
% of All Funds
12.02%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
1.73%
New
49
Increased
125
Reduced
191
Closed
33
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$117K

Top Buyers

1
DPIM
Duff & Phelps Investment Management
Illinois
$120M
2
UCFA
United Capital Financial Advisors
Texas
$354M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$405M
4
AssetMark Inc
AssetMark Inc
California
$89.1M
5
UBS Group
UBS Group
Switzerland
$293M

Top Sellers

1
BlackRock
BlackRock
New York
$490M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$251M
3
Morgan Stanley
Morgan Stanley
New York
$312M
4
MNA
Manning & Napier Advisors
New York
$20.9M
5
SGAM
Steinberg Global Asset Management
Florida
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
401
Brown Brothers Harriman & Co
New York
$54K +$54K +1,030 New
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
MAM
403
Meeder Asset Management
Ohio
$44K -$47.6K -908 -52%
TWA
404
TCI Wealth Advisors
Arizona
$43K – – –
BAM
405
Barrett Asset Management
New York
$40K – – –
PFBT
406
Parkside Financial Bank & Trust
Missouri
$39K +$39K +736 New
KCPG
407
Kavar Capital Partners Group
Kansas
$38K – – –
FFC
408
First Financial Corp
Indiana
$34K -$9.78K -184 -22%
TFA
409
Transamerica Financial Advisors
Florida
$32K +$31.9K +594 +29,700%
WEC
410
Winslow Evans & Crocker
Massachusetts
$26.6K – – –
FWM
411
Focused Wealth Management
New York
$26K – – –
CFN
412
Cordasco Financial Network
Florida
$23K – – –
LNB
413
Ledyard National Bank
$21K – – –
BBPWM
414
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
CI
415
Clal Insurance
Israel
$20K – – –
WA
416
WealthTrust-Arizona
Arizona
$15K – – –
BL
417
Balentine LLC
Georgia
$13K +$13K +240 New
EWM
418
Edge Wealth Management
New York
$13K +$13K +246 New
JWA
419
JFS Wealth Advisors
Pennsylvania
$13K +$13K +256 New
HF
420
Hoxton Financial
West Virginia
$11K – – –
TCOV
421
Trust Company of Vermont
Vermont
$9K – – –
NFG
422
Next Financial Group
Texas
$9K +$9K +176 New
RWA
423
Ropes Wealth Advisors
Massachusetts
$7K -$2.05K -38 -23%
SGC
424
South Georgia Capital
Illinois
$7K – – –
BCFS
425
Butensky & Cohen Financial Security
Florida
$5K +$5K +92 New
15 16
17
18 19