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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

475 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 178 increasing their positions, 182 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.69%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.87%
New
34
Increased
178
Reduced
182
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$51.6M
2
Goldman Sachs
Goldman Sachs
New York
+$43M
3
HNB
Huntington National Bank
Ohio
+$39.8M
4
UR
USCA RIA
Texas
+$34.2M
5
T
Thomaspartners
Massachusetts
+$25.5M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$57M
2
Wells Fargo
Wells Fargo
California
-$55.3M
3
AssetMark Inc
AssetMark Inc
California
-$31.3M
4
PA
Probity Advisors
Texas
-$30.9M
5
HFA
High Falls Advisors
New York
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
401
Oarsman Capital
Wisconsin
$231K -$45.3K -856 -16%
BRWA
402
B. Riley Wealth Advisors
Florida
$231K +$231K +4,358 New
PCM
403
Parsons Capital Management
Rhode Island
$229K – – –
LP
404
LGL Partners
Pennsylvania
$229K +$844 +16 +0.4%
SPC
405
Sigma Planning Corp
Michigan
$228K -$68.9K -1,302 -23%
DIA
406
Davidson Investment Advisors
Montana
$224K -$43.3K -824 -16%
CBU
407
CIBC Bank USA
Illinois
$222K – – –
IC
408
Iconiq Capital
California
$216K – – –
HCM
409
Harvest Capital Management
New Hampshire
$215K -$10.5K -200 -5%
HSA
410
HBK Sorce Advisory
Pennsylvania
$212K – – –
PP
411
Pegasus Partners
Wisconsin
$212K – – –
SG Americas Securities
412
SG Americas Securities
New York
$209K +$209K +3,956 New
CPIG
413
Chicago Partners Investment Group
Illinois
$203K +$32.7K +618 +19%
ASN
414
Advisory Services Network
Georgia
$202K -$383K -7,256 -65%
SGS
415
Sterling Global Strategies
California
$201K +$201K +3,816 New
KF
416
Krilogy Financial
Missouri
$195K +$20.1K +380 +12%
SF
417
Synovus Financial
Georgia
$191K +$63.6K +1,206 +50%
Creative Planning
418
Creative Planning
Kansas
$190K -$1.59K -30 -0.8%
LYV
419
Live Your Vision
Pennsylvania
$186K -$296K -5,598 -61%
FCT
420
Family Capital Trust
Massachusetts
$186K – – –
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$185K -$436K -8,228 -70%
BAM
422
Barrett Asset Management
New York
$151K +$61.2K +1,160 +68%
TIM
423
Tortoise Investment Management
New York
$140K – – –
CAPTRUST Financial Advisors
424
CAPTRUST Financial Advisors
North Carolina
$139K +$139K +2,616 New
WAM
425
Wealthspire Advisors (Maryland)
Maryland
$133K – – –
15 16
17
18 19