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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

418 hedge funds and large institutions have $6.68B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
11.27%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.62%
New
36
Increased
138
Reduced
171
Closed
28
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$63K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$275M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$307M
4
JIR
James Investment Research
Ohio
$34.1M
5
Stifel Financial
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
Bank of America
North Carolina
$398M
3
JCM
Janney Capital Management
Pennsylvania
$0
4
BA
BlackRock Advisors
Delaware
$1.07M
5
MNA
Manning & Napier Advisors
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
426
Jane Street
New York
– -$4.35M -82,394 Closed
SCM
427
Saba Capital Management
New York
– -$878K -16,640 Closed
Millennium Management
428
Millennium Management
New York
– -$678K -12,844 Closed
EWA
429
EP Wealth Advisors
California
– -$388K -7,350 Closed
MCM
430
Monarch Capital Management
Indiana
– -$380K -7,200 Closed
RP
431
Reinhart Partners
Wisconsin
– -$295K -5,600 Closed
CCFCSB
432
Cape Cod Five Cents Savings Bank
Massachusetts
– -$283K -5,370 Closed
NIA
433
Northstar Investment Advisors
Colorado
– -$275K -5,214 Closed
TB
434
Terril Brothers
Missouri
– -$255K -4,840 Closed
DAS
435
Dynamic Advisor Solutions
Arizona
– -$232K -4,400 Closed
FMWA
436
Forvis Mazars Wealth Advisors
Missouri
– -$225K -4,270 Closed
SWP
437
Stratos Wealth Partners
Ohio
– -$218K -4,132 Closed
WCM
438
Wealthcare Capital Management
Virginia
– -$149K -2,818 Closed
SHJ
439
Sharkey, Howes & Javer
Colorado
– -$146K -2,764 Closed
Creative Planning
440
Creative Planning
Kansas
– -$139K -2,626 Closed
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$85K -1,610 Closed
GWM
442
Gupta Wealth Management
California
– -$54K -1,026 Closed
P
443
Palladiem
Pennsylvania
– -$50K -950 Closed
DW
444
Domani Wealth
Pennsylvania
– -$2.76K -582 Closed
BRWM
445
B. Riley Wealth Management
Tennessee
– -$13K -254 Closed
CYG
446
Clean Yield Group
Vermont
– -$4K -70 Closed
WP
447
WealthPLAN Partners
Nebraska
– -$3K -62 Closed
14 15 16 17
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