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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

472 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 175 increasing their positions, 190 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
12.61%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
42
Increased
175
Reduced
190
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$132M
2
EMA
Efficient Market Advisors
California
+$25.6M
3
Bank of America
Bank of America
North Carolina
+$21.6M
4
HFA
High Falls Advisors
New York
+$20.3M
5
UBS Group
UBS Group
Switzerland
+$19.7M

Top Sellers

1
LPL Financial
LPL Financial
California
-$78.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.2M
3
Barclays
Barclays
United Kingdom
-$26.3M
4
VanEck Associates
VanEck Associates
New York
-$23.7M
5
SG Americas Securities
SG Americas Securities
New York
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
451
WFG Advisors
Texas
$24K +$21K +400 +690%
WEC
452
Winslow Evans & Crocker
Massachusetts
$22.5K -$4.35K -82 -16%
BBPWM
453
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
LNB
454
Ledyard National Bank
$21K – – –
ACS
455
Archford Capital Strategies
Illinois
$21K +$21K +400 New
CAL
456
Capital Advisors Ltd
Ohio
$20K -$74.8K -1,428 -79%
NFG
457
Next Financial Group
Texas
$19K – – –
SFG
458
SevenBridge Financial Group
Pennsylvania
$16K +$16K +308 New
WP
459
WealthPLAN Partners
Nebraska
$13.1K +$13.1K +896 New
KLI
460
Kelman-Lazarov Inc
Tennessee
$10.6K +$10.6K +200 New
PWM
461
Perigon Wealth Management
California
$10K +$10K +192 New
VCM
462
Versant Capital Management
Arizona
$9K – – –
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$7K -$486K -8,602 -99%
ATC
464
Adirondack Trust Company
New York
$7K – – –
AIM
465
Advantage Investment Management
Iowa
$5K +$5K +86 New
WAS
466
Winch Advisory Services
Wisconsin
$4K – – –
CYG
467
Clean Yield Group
Vermont
$4K – – –
CHC
468
City Holding Co
West Virginia
$3K – – –
IAS
469
INR Advisory Services
Pennsylvania
$3K – – –
IPC
470
Independent Portfolio Consultants
Florida
$3K – – –
AF
471
Allworth Financial
California
$2K – – –
MA
472
MCF Advisors
Kentucky
$2K – – –
FHC
473
First Heartland Consultants
Missouri
$337 -$62 -1,174 -16%
Barclays
474
Barclays
United Kingdom
– -$26.3M -500,000 Closed
VanEck Associates
475
VanEck Associates
New York
– -$23.7M -450,282 Closed
16 17 18
19
20