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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

430 hedge funds and large institutions have $7.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+12
Holders Change %
+2.87%
% of All Funds
12.02%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
1.73%
New
49
Increased
125
Reduced
191
Closed
33
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$117K

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$120M
2
UCFA
2
United Capital Financial Advisors
Texas
$354M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$405M
4
AssetMark Inc
4
AssetMark Inc
California
$89.1M
5
UBS Group
5
UBS Group
Switzerland
$293M

Top Sellers

1
BlackRock
1
BlackRock
New York
$490M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$251M
3
Morgan Stanley
3
Morgan Stanley
New York
$312M
4
MNA
4
Manning & Napier Advisors
New York
$20.9M
5
SGAM
5
Steinberg Global Asset Management
Florida
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFM
26
Equinox Fund Management
Colorado
$54.6M – – –
SL
27
Summitry LLC
California
$50.9M +$2.7M +51,280 +6%
LPL Financial
28
LPL Financial
California
$50.7M -$10.6M -202,404 -17%
US Bancorp
29
US Bancorp
Minnesota
$45.3M -$1.54M -29,220 -3%
DC
30
Davenport & Co
Virginia
$45.3M -$1.15M -21,842 -2%
GC
31
Grimes & Company
Massachusetts
$44.8M +$44.8M +851,548 New
DWM
32
Destination Wealth Management
California
$42.7M -$8.75M -166,520 -17%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$41.1M -$4.08M -77,602 -9%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$36.1M +$8.13M +154,682 +29%
HPC
35
HM Payson & Co
Maine
$35.1M -$23.2K -442 -0.1%
BCI
36
Brinker Capital Investments
Pennsylvania
$35M +$5.07M +96,440 +17%
RFC
37
Regions Financial Corp
Alabama
$33.9M +$659K +12,544 +2%
RJA
38
Raymond James & Associates
Florida
$33.7M +$1.3M +24,734 +4%
JIR
39
James Investment Research
Ohio
$33.2M -$816K -15,526 -2%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$32.1M +$2.16M +41,066 +7%
Ameriprise
41
Ameriprise
Minnesota
$31.6M +$1.03M +19,560 +3%
AFG
42
Arkansas Financial Group
Arkansas
$30.8M +$1.9M +36,210 +7%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$29.9M -$63.1K -1,200 -0.2%
GA
44
Gateway Advisory
New Jersey
$28.7M +$2.16M +41,030 +8%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$28.7M -$3.93M -74,720 -12%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$25.6M +$25.6M +487,704 New
JCM
47
Janney Capital Management
Pennsylvania
$25.6M +$25.6M +486,742 New
CHA
48
Cedar Hill Associates
Illinois
$25.1M -$113K -2,150 -0.4%
PPA
49
Parametric Portfolio Associates
Washington
$24.2M -$5.14M -97,736 -18%
CAL
50
Capital Analysts LLC
Pennsylvania
$23.8M +$1.7M +32,366 +8%
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