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

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$390M
2
UCFA
2
United Capital Financial Advisors
Texas
$93.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$159M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$33M
5
AssetMark Inc
5
AssetMark Inc
California
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIAM
26
Equinox Institutional Asset Management
New Jersey
$51.9M +$51.9M +992,100 New
SL
27
Summitry LLC
California
$49.9M -$719K -13,750 -1%
US Bancorp
28
US Bancorp
Minnesota
$47.2M +$2.05M +39,202 +5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$45M +$9.1M +174,020 +25%
DC
30
Davenport & Co
Virginia
$44.9M -$186K -3,560 -0.4%
DWM
31
Destination Wealth Management
California
$41.2M -$1.3M -24,932 -3%
HPC
32
HM Payson & Co
Maine
$40.3M +$5.39M +103,000 +15%
AssetMark Inc
33
AssetMark Inc
California
$37.9M -$50.7M -970,220 -57%
BCI
34
Brinker Capital Investments
Pennsylvania
$37M +$2.19M +41,894 +6%
RJA
35
Raymond James & Associates
Florida
$35.2M +$1.65M +31,592 +5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$34.9M +$2.97M +56,738 +9%
JIR
37
James Investment Research
Ohio
$34.8M +$1.71M +32,712 +5%
Ameriprise
38
Ameriprise
Minnesota
$34.4M +$2.99M +57,184 +10%
RFC
39
Regions Financial Corp
Alabama
$34M +$308K +5,884 +0.9%
DPIM
40
Duff & Phelps Investment Management
Illinois
$33M -$86.3M -1,650,100 -72%
AFG
41
Arkansas Financial Group
Arkansas
$32.9M +$2.2M +42,030 +7%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$29.7M -$55.4K -1,060 -0.2%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$29.2M -$11.7M -223,536 -29%
GA
44
Gateway Advisory
New Jersey
$28.2M -$408K -7,794 -1%
VanEck Associates
45
VanEck Associates
New York
$27M +$24.6M +470,818 +1,051%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$25.5M -$3.04M -58,066 -11%
FBNAT
47
FirstMerit Bank N.A. Trustee
Ohio
$25M +$2.14M +40,990 +9%
JCM
48
Janney Capital Management
Pennsylvania
$25M -$505K -9,662 -2%
CAL
49
Capital Analysts LLC
Pennsylvania
$24.8M +$1.1M +21,050 +5%
PPA
50
Parametric Portfolio Associates
Washington
$24.4M +$316K +6,036 +1%
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