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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

515 hedge funds and large institutions have $7.33B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 175 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+40
Holders Change %
+8.42%
% of All Funds
12.89%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.75%
New
76
Increased
175
Reduced
197
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
Thomaspartners
Massachusetts
+$72.7M
2
BlackRock
BlackRock
New York
+$59.5M
3
BIAS
Beacon Investment Advisory Services
New Jersey
+$48.6M
4
RIG
RiverFront Investment Group
Virginia
+$47.1M
5
BFA
BlackRock Fund Advisors
California
+$28.8M

Top Sellers

1
SR
Swiss Re
Switzerland
-$161M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$26.8M
3
LPL Financial
LPL Financial
California
-$22.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.2M
5
RVPG
Relative Value Partners Group
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
Concert Wealth Management
California
$311K -$78.4K -1,494 -20%
NHC
402
Nicholas Hoffman & Company
Georgia
$311K – – –
ATC
403
Argent Trust Co
Tennessee
$310K – – –
GAG
404
GM Advisory Group
New York
$303K +$303K +5,780 New
WPC
405
Waters Parkerson & Co
Louisiana
$302K -$7.14K -136 -2%
VC
406
Vestor Capital
Illinois
$301K -$90.1K -1,720 -23%
FFS
407
Founders Financial Securities
Maryland
$298K +$298K +5,670 New
BAS
408
Brown Advisory Securities
Maryland
$294K -$394K -7,498 -57%
TF
409
Trutina Financial
Washington
$291K – – –
JSL
410
JT Stratford LLC
Georgia
$291K +$291K +5,554 New
FWP
411
FAS Wealth Partners
Kansas
$288K +$288K +5,492 New
CIC
412
Carnegie Investment Counsel
Ohio
$285K -$112K -2,126 -28%
SSB
413
Sandy Spring Bank
Maryland
$285K -$34.6K -660 -11%
GWM
414
Geneos Wealth Management
Colorado
$283K -$11.8K -226 -4%
SBH
415
Segall Bryant & Hamill
Illinois
$283K – – –
ECM
416
Exchange Capital Management
Michigan
$283K +$36.9K +704 +15%
BRC
417
Bell Rock Capital
Delaware
$283K +$283K +5,350 New
CWM
418
Cornerstone Wealth Management
Missouri
$276K -$73.3K -1,396 -21%
V
419
Veritable
Delaware
$276K -$2.63K -50 -0.9%
KFA
420
Kelleher Financial Advisors
New York
$274K – – –
SCA
421
Snowden Capital Advisors
New York
$273K +$273K +5,208 New
FPFS
422
First Personal Financial Services
North Carolina
$272K – – –
VKH
423
Virtu KCG Holdings
New York
$264K -$7.7M -146,892 -97%
AGA
424
Accuvest Global Advisors
Utah
$259K -$316K -6,020 -55%
NB
425
NBT Bank
New York
$257K – – –
15 16
17
18 19