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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

417 hedge funds and large institutions have $6.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 184 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
11.12%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
1.55%
New
44
Increased
127
Reduced
184
Closed
41
Calls
–
Puts
$264K
Net Calls
-$264K
Net Calls Change
-$1.12M

Top Buyers

1
SR
Swiss Re
Switzerland
$160M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$242M
3
UCFA
United Capital Financial Advisors
Texas
$162M
4
FEG
Fund Evaluation Group
Ohio
$56.7M
5
JCM
Janney Capital Management
Pennsylvania
$26M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$8.69M
2
JIR
James Investment Research
Ohio
$35.2M
3
Wells Fargo
Wells Fargo
California
$339M
4
Bank of America
Bank of America
North Carolina
$425M
5
MNA
Manning & Napier Advisors
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
426
Highland Capital Management (Tennessee)
Tennessee
– -$3.01M -57,140 Closed
AFG
427
Albion Financial Group
Utah
– -$1.51M -28,712 Closed
FA
428
FCG Advisors
New Jersey
– -$1.3M -24,662 Closed
MMA
429
Miracle Mile Advisors
California
– -$1.02M -19,292 Closed
WIM
430
Windhaven Investment Management
Massachusetts
– -$784K -14,900 Closed
GAG
431
GM Advisory Group
New York
– -$648K -12,324 Closed
SC
432
Scotia Capital
Ontario, Canada
– -$380K -7,230 Closed
SPC
433
Sigma Planning Corp
Michigan
– -$319K -6,066 Closed
CAM
434
Concorde Asset Management
Michigan
– -$292K -5,552 Closed
RT
435
Reliance Trust
Georgia
– -$252K -4,786 Closed
WF
436
WealthTrust Fairport
Ohio
– -$248K -4,708 Closed
SSWM
437
Smith Salley Wealth Management
North Carolina
– -$232K -4,416 Closed
ANBTV
438
American National Bank & Trust (Virginia)
Virginia
– -$232K -4,416 Closed
BL
439
BCWM LLC
Kansas
– -$2.28M -4,336 Closed
SWM
440
SVA Wealth Management
Wisconsin
– -$221K -4,196 Closed
AT
441
Acadia Trust
Maine
– -$220K -4,184 Closed
CWM
442
Concert Wealth Management
California
– -$216K -4,122 Closed
AWM
443
Altavista Wealth Management
North Carolina
– -$202K -3,848 Closed
GCA
444
Guardian Capital Advisors
Ontario, Canada
– -$200K -3,800 Closed
CP
445
Corbenic Partners
Pennsylvania
– -$170K -3,230 Closed
NFG
446
NewFocus Financial Group
Washington
– -$157K -2,994 Closed
BBHC
447
Brown Brothers Harriman & Co
New York
– -$106K -2,010 Closed
BRWA
448
B. Riley Wealth Advisors
Florida
– -$74 -1,402 Closed
Loomis, Sayles & Company
449
Loomis, Sayles & Company
Massachusetts
– -$74K -1,400 Closed
VIA
450
Vantage Investment Advisors
Pennsylvania
– -$68K -1,294 Closed
15 16 17
18
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