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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

430 hedge funds and large institutions have $7.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+12
Holders Change %
+2.87%
% of All Funds
12.02%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
1.73%
New
49
Increased
125
Reduced
191
Closed
33
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$117K

Top Buyers

1
DPIM
Duff & Phelps Investment Management
Illinois
$120M
2
UCFA
United Capital Financial Advisors
Texas
$354M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$405M
4
AssetMark Inc
AssetMark Inc
California
$89.1M
5
UBS Group
UBS Group
Switzerland
$293M

Top Sellers

1
BlackRock
BlackRock
New York
$490M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$251M
3
Morgan Stanley
Morgan Stanley
New York
$312M
4
MNA
Manning & Napier Advisors
New York
$20.9M
5
SGAM
Steinberg Global Asset Management
Florida
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$4K -$46.6K -792 -92%
CHC
427
City Holding Co
West Virginia
$3K – – –
AIA
428
Alerus Investment Advisors
Minnesota
$2K -$1.7M -39,138 -100%
MA
429
MCF Advisors
Kentucky
$2K – – –
JFA
430
JNBA Financial Advisors
Minnesota
$2K – – –
TCM
431
Tradewinds Capital Management
Washington
$2K +$2K +30 New
WA
432
WFG Advisors
Texas
$1K – – –
PSI
433
Pinnacle Summer Investments
Virginia
$1K +$1K +12,090 New
SRA
434
Summit Rock Advisors
New York
– -$15.1M -286,054 Closed
AllianceBernstein
435
AllianceBernstein
Tennessee
– -$11M -209,050 Closed
PP
436
Palladium Partners
Virginia
– -$6.02M -114,246 Closed
Wellington Management Group
437
Wellington Management Group
Massachusetts
– -$5.24M -99,502 Closed
FTIOP
438
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.68M -31,898 Closed
MSU
439
Maple Securities USA
New Jersey
– -$1.34M -25,440 Closed
SEIA
440
Signature Estate & Investment Advisors
California
– -$1.34M -25,428 Closed
KAH
441
Kathryn A. Hall
– -$1.23M -23,400 Closed
FIG
442
Fusion Investment Group
Pennsylvania
– -$979K -18,602 Closed
CS
443
Comerica Securities
Michigan
– -$816K -15,498 Closed
FIM
444
Freedom Investment Management
Connecticut
– -$762K -14,466 Closed
RA
445
RFG Advisory
Alabama
– -$549K -10,416 Closed
SI
446
Shaker Investments
Ohio
– -$500K -9,490 Closed
ATC
447
Argent Trust Co
Tennessee
– -$476K -9,040 Closed
IT
448
Independence Trust
Tennessee
– -$282K -5,360 Closed
DS
449
DRW Securities
Illinois
– -$280K -5,310 Closed
AW
450
ACG Wealth
Georgia
– -$276K -5,246 Closed
15 16 17
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