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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

472 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 175 increasing their positions, 190 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
12.61%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
42
Increased
175
Reduced
190
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$132M
2
EMA
Efficient Market Advisors
California
+$25.6M
3
Bank of America
Bank of America
North Carolina
+$21.6M
4
HFA
High Falls Advisors
New York
+$20.3M
5
UBS Group
UBS Group
Switzerland
+$19.7M

Top Sellers

1
LPL Financial
LPL Financial
California
-$78.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.2M
3
Barclays
Barclays
United Kingdom
-$26.3M
4
VanEck Associates
VanEck Associates
New York
-$23.7M
5
SG Americas Securities
SG Americas Securities
New York
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
401
Exchange Capital Management
Michigan
$238K +$238K +4,480 New
ACI
402
Alpha Cubed Investments
California
$233K +$744 +14 +0.3%
PCM
403
Parsons Capital Management
Rhode Island
$230K – – –
LP
404
LGL Partners
Pennsylvania
$229K -$3.8M -71,834 -94%
ICOA
405
Investment Centers of America
North Dakota
$228K -$119K -2,230 -34%
HCM
406
Harvest Capital Management
New Hampshire
$228K -$5.3K -100 -2%
CBU
407
CIBC Bank USA
Illinois
$223K – – –
PPSG
408
Princeton Portfolio Strategies Group
New Jersey
$223K +$21.2K +400 +11%
IC
409
Iconiq Capital
California
$217K – – –
BAM
410
Bruderman Asset Management
New York
$215K – – –
KAM
411
Knightsbridge Asset Management
California
$212K -$604K -11,400 -74%
HSA
412
HBK Sorce Advisory
Pennsylvania
$212K +$212K +4,000 New
PP
413
Pegasus Partners
Wisconsin
$212K +$212K +4,000 New
WP
414
WealthSource Partners
California
$205K +$205K +3,870 New
Creative Planning
415
Creative Planning
Kansas
$192K +$32.3K +610 +20%
FCT
416
Family Capital Trust
Massachusetts
$187K – – –
KF
417
Krilogy Financial
Missouri
$175K +$40.5K +764 +30%
CPIG
418
Chicago Partners Investment Group
Illinois
$171K +$531 +10 +0.3%
GWM
419
Geneos Wealth Management
Colorado
$170K -$2.64K -50 -2%
TIM
420
Tortoise Investment Management
New York
$140K -$8.88K -168 -6%
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$134K – – –
TAIM
422
TD Ameritrade Investment Management
Nebraska
$132K +$26.2K +494 +25%
AIM
423
Anchor Investment Management
South Carolina
$131K – – –
SF
424
Synovus Financial
Georgia
$128K +$10.9K +206 +9%
HR
425
Howe & Rusling
New York
$124K -$8.8K -166 -7%
15 16
17
18 19