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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

447 hedge funds and large institutions have $7.37B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 147 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
11.74%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
1.89%
New
61
Increased
147
Reduced
176
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$464M
2
Goldman Sachs
Goldman Sachs
New York
$338M
3
LPL Financial
LPL Financial
California
$143M
4
WI
WBI Investments
New Jersey
$55.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$61.1M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$390M
2
UCFA
United Capital Financial Advisors
Texas
$93.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$159M
4
DPIM
Duff & Phelps Investment Management
Illinois
$33M
5
AssetMark Inc
AssetMark Inc
California
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
451
SouthState Corp
Florida
– -$12.2M -231,968 Closed
SAS
452
Sage Advisory Services
Texas
– -$11.1M -210,776 Closed
TF
453
Trutina Financial
Washington
– -$7.5M -142,630 Closed
SIM
454
SSI Investment Management
California
– -$3.72M -70,726 Closed
HJA
455
Hugh Johnson Advisors
New York
– -$3.05M -58,046 Closed
RCG
456
Ruggie Capital Group
Florida
– -$2.23M -42,394 Closed
RTS
457
Round Table Services
New Jersey
– -$1.3M -24,800 Closed
VAM
458
Visionary Asset Management
Texas
– -$1.09M -20,680 Closed
SI
459
SII Investments
Wisconsin
– -$799K -15,158 Closed
HHGA
460
Halbert Hargrove Global Advisors
California
– -$668K -12,700 Closed
NCM
461
Novare Capital Management
North Carolina
– -$571K -10,864 Closed
TSS
462
Two Sigma Securities
New York
– -$569K -10,828 Closed
GHA
463
GW Henssler & Associates
Georgia
– -$477K -9,078 Closed
CTI
464
Community Trust & Investment
Kentucky
– -$466K -8,870 Closed
RMCM
465
Reynders McVeigh Capital Management
Massachusetts
– -$421K -8,008 Closed
BCA
466
Bray Capital Advisors
Florida
– -$384K -7,304 Closed
HWA
467
Heritage Wealth Advisors
Virginia
– -$372K -7,058 Closed
CAM
468
Concorde Asset Management
Michigan
– -$368K -6,988 Closed
PFA
469
Paradigm Financial Advisors
Missouri
– -$350K -6,664 Closed
EIM
470
Emerson Investment Management
Massachusetts
– -$333K -6,340 Closed
PFS
471
Prospera Financial Services
Texas
– -$306K -5,828 Closed
B
472
Bailard
California
– -$298K -5,670 Closed
PP
473
Pegasus Partners
Wisconsin
– -$294K -5,600 Closed
ICOA
474
Investment Centers of America
North Dakota
– -$279K -5,308 Closed
CCFCSB
475
Cape Cod Five Cents Savings Bank
Massachusetts
– -$237K -4,500 Closed
16 17 18
19
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