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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 %
CSA
426
Cottage Street Advisors
Massachusetts
$256K – – –
ClearBridge Investments
427
ClearBridge Investments
New York
$255K -$2.2K -42 -0.9%
EIA
428
Edgemoor Investment Advisors
Maryland
$254K – – –
SBL
429
Sargent Bickham Lagudis
Colorado
$252K -$20.6K -392 -8%
IAS
430
IMA Advisory Services
Colorado
$250K – – –
OC
431
Oakworth Capital
Alabama
$246K – – –
CCM
432
Canal Capital Management
Virginia
$241K +$241K +4,588 New
Neuberger Berman Group
433
Neuberger Berman Group
New York
$239K -$453K -8,618 -65%
PIA
434
Piedmont Investment Advisors
North Carolina
$234K -$48.9K -932 -17%
IPC
435
Independent Portfolio Consultants
Florida
$234K +$231K +4,400 +6,875%
ACI
436
Alpha Cubed Investments
California
$232K +$1.15K +22 +0.5%
HSA
437
HBK Sorce Advisory
Pennsylvania
$231K +$20.9K +398 +10%
MSAM
438
Moloney Securities Asset Management
Missouri
$231K +$231K +4,398 New
PCM
439
Parsons Capital Management
Rhode Island
$228K – – –
Creative Planning
440
Creative Planning
Kansas
$222K +$33.4K +636 +18%
BRWA
441
B. Riley Wealth Advisors
Florida
$221K -$7.88K -150 -3%
GLA
442
Good Life Advisors
Pennsylvania
$221K +$221K +4,234 New
CBU
443
CIBC Bank USA
Illinois
$220K – – –
SGS
444
Sterling Global Strategies
California
$216K +$15.7K +300 +8%
IC
445
Iconiq Capital
California
$215K – – –
HCM
446
Harvest Capital Management
New Hampshire
$212K -$2.62K -50 -1%
BTIS
447
BB&T Investment Services
North Carolina
$212K +$212K +4,032 New
SPC
448
Sigma Planning Corp
Michigan
$209K -$17K -324 -8%
PG
449
Patten Group
Tennessee
$205K -$47.2K -900 -19%
LP
450
LGL Partners
Pennsylvania
$201K -$26.5K -506 -12%
16 17
18
19 20