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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

475 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 178 increasing their positions, 182 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.69%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.87%
New
34
Increased
178
Reduced
182
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$51.6M
2
Goldman Sachs
Goldman Sachs
New York
+$43M
3
HNB
Huntington National Bank
Ohio
+$39.8M
4
UR
USCA RIA
Texas
+$34.2M
5
T
Thomaspartners
Massachusetts
+$25.5M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$57M
2
Wells Fargo
Wells Fargo
California
-$55.3M
3
AssetMark Inc
AssetMark Inc
California
-$31.3M
4
PA
Probity Advisors
Texas
-$30.9M
5
HFA
High Falls Advisors
New York
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
451
Focused Wealth Management
New York
$26K – – –
PFBT
452
Parkside Financial Bank & Trust
Missouri
$25K – – –
Manulife (Manufacturers Life Insurance)
453
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K +$25K +470 New
WA
454
WFG Advisors
Texas
$24K – – –
CAL
455
Capital Advisors Ltd
Ohio
$24K +$4.16K +80 +21%
WEC
456
Winslow Evans & Crocker
Massachusetts
$22.4K – – –
BBPWM
457
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
HS
458
Horan Securities
United States
$22K +$22K +426 New
LNB
459
Ledyard National Bank
$21K – – –
ACS
460
Archford Capital Strategies
Illinois
$21K – – –
AIM
461
Advantage Investment Management
Iowa
$19K +$14.3K +264 +307%
AF
462
Allworth Financial
California
$14K +$11.8K +224 +533%
SFG
463
SevenBridge Financial Group
Pennsylvania
$12K -$4.65K -86 -28%
KLI
464
Kelman-Lazarov Inc
Tennessee
$10.5K – – –
PWM
465
Perigon Wealth Management
California
$10K – – –
VCM
466
Versant Capital Management
Arizona
$9K – – –
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.2K +40 +32%
ATC
468
Adirondack Trust Company
New York
$7K – – –
CHC
469
City Holding Co
West Virginia
$3K – – –
IPC
470
Independent Portfolio Consultants
Florida
$3K – – –
IAS
471
INR Advisory Services
Pennsylvania
$3K – – –
MA
472
MCF Advisors
Kentucky
$2K – – –
CJA
473
C-J Advisory
California
$2K +$2K +30 New
RBA
474
Richard Bernstein Advisors
New York
$2K +$2K +38 New
SBL
475
Sargent Bickham Lagudis
Colorado
$274 -$95 -1,798 -26%
17 18
19
20 21