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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
1
Janney Montgomery Scott
Pennsylvania
$132M
2
EMA
2
Efficient Market Advisors
California
$53.8M
3
Bank of America
3
Bank of America
North Carolina
$462M
4
HFA
4
High Falls Advisors
New York
$20.8M
5
UBS Group
5
UBS Group
Switzerland
$366M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$68.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M
3
Barclays
3
Barclays
United Kingdom
$0
4
VanEck Associates
4
VanEck Associates
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
26
Summitry LLC
California
$51.9M +$298K +5,622 +0.6%
AssetMark Inc
27
AssetMark Inc
California
$50.5M -$22.3M -419,462 -31%
EIAM
28
Equinox Institutional Asset Management
New Jersey
$49.7M – – –
US Bancorp
29
US Bancorp
Minnesota
$47.2M -$1.56M -29,378 -3%
HPC
30
HM Payson & Co
Maine
$45.5M +$2.96M +55,816 +7%
Stifel Financial
31
Stifel Financial
Missouri
$44.3M +$1.15M +21,748 +3%
BCI
32
Brinker Capital Investments
Pennsylvania
$42.4M +$2.97M +55,978 +8%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$41.9M -$10.2M -192,944 -20%
DC
34
Davenport & Co
Virginia
$38.8M -$209K -3,938 -0.5%
JIR
35
James Investment Research
Ohio
$36.7M +$2.83M +53,286 +8%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$35.1M +$6.36M +119,892 +22%
DWM
37
Destination Wealth Management
California
$35.1M -$6.7M -126,264 -16%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$34.8M +$2.09M +39,432 +6%
GA
39
Gateway Advisory
New Jersey
$34.4M +$4.27M +80,528 +14%
DPIM
40
Duff & Phelps Investment Management
Illinois
$33.9M – – –
RJA
41
Raymond James & Associates
Florida
$33.7M -$4.26M -80,400 -11%
AFG
42
Arkansas Financial Group
Arkansas
$32.8M +$825K +15,548 +3%
RFC
43
Regions Financial Corp
Alabama
$32.5M -$155K -2,928 -0.5%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.4M +$11M +208,142 +52%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$31.3M +$139K +2,628 +0.4%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$30.1M – – –
Ameriprise
47
Ameriprise
Minnesota
$29.4M +$2M +37,712 +7%
CAL
48
Capital Analysts LLC
Pennsylvania
$26.4M +$1M +18,860 +4%
CTB
49
Country Trust Bank
Illinois
$26.1M +$3.97M +74,872 +18%
SMA
50
Simply Money Advisors
Ohio
$23.5M +$10.2M +192,178 +76%
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