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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

418 hedge funds and large institutions have $6.68B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 28 closing their positions.

Holders
418
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
11.27%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.62%
New
36
Increased
138
Reduced
171
Closed
28
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$63K

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$275M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$307M
4
JIR
4
James Investment Research
Ohio
$34.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$398M
3
JCM
3
Janney Capital Management
Pennsylvania
$0
4
BA
4
BlackRock Advisors
Delaware
$1.07M
5
MNA
5
Manning & Napier Advisors
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
26
Summitry LLC
California
$48.3M +$1.08M +20,470 +2%
US Bancorp
27
US Bancorp
Minnesota
$47M -$788K -14,968 -2%
DC
28
Davenport & Co
Virginia
$46.6M +$9.8K +186 +0%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$45.3M -$2.03M -38,486 -4%
HPC
30
HM Payson & Co
Maine
$35.2M +$742K +14,080 +2%
JIR
31
James Investment Research
Ohio
$34.1M +$34.1M +647,402 New
RFC
32
Regions Financial Corp
Alabama
$33.3M +$1.62M +30,666 +5%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$32.7M -$1.89M -35,802 -5%
RJA
34
Raymond James & Associates
Florida
$32.5M +$12.5M +236,892 +62%
Ameriprise
35
Ameriprise
Minnesota
$30.7M +$1.2M +22,748 +4%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$30M -$295K -5,608 -1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$30M +$1.58M +30,008 +6%
BCI
38
Brinker Capital Investments
Pennsylvania
$30M +$2.67M +50,690 +10%
PPA
39
Parametric Portfolio Associates
Washington
$29.4M -$7.72M -146,626 -21%
AFG
40
Arkansas Financial Group
Arkansas
$29M +$2.39M +45,394 +9%
EMA
41
Efficient Market Advisors
California
$28.5M +$4.71M +89,488 +20%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$28M +$10.4M +196,692 +59%
DPIM
43
Duff & Phelps Investment Management
Illinois
$27.2M +$73.7K +1,400 +0.3%
GA
44
Gateway Advisory
New Jersey
$26.6M +$860K +16,334 +3%
TNBTD
45
Trustmark National Bank Trust Department
Mississippi
$25.5M -$993K -18,852 -4%
CHA
46
Cedar Hill Associates
Illinois
$25.2M +$4.39M +83,300 +21%
AssetMark Inc
47
AssetMark Inc
California
$23.9M +$7.17M +136,102 +43%
FBNAT
48
FirstMerit Bank N.A. Trustee
Ohio
$23.8M -$1.05M -19,860 -4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$22.8M +$3.16M +60,050 +16%
SMM
50
Stadion Money Management
Georgia
$22.5M -$3.02M -57,272 -12%
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