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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
1
Bank of America
North Carolina
$512M
2
Goldman Sachs
2
Goldman Sachs
New York
$263M
3
HNB
3
Huntington National Bank
Ohio
$39.8M
4
UR
4
USCA RIA
Texas
$34.7M
5
T
5
Thomaspartners
Massachusetts
$34.6M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$74.1M
2
Wells Fargo
2
Wells Fargo
California
$302M
3
AssetMark Inc
3
AssetMark Inc
California
$19M
4
PA
4
Probity Advisors
Texas
$15.9M
5
HFA
5
High Falls Advisors
New York
$267K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$47.7M +$3.53M +66,710 +8%
BFA
27
BlackRock Fund Advisors
California
$47.6M -$4.68M -88,560 -9%
HPC
28
HM Payson & Co
Maine
$47.3M +$1.97M +37,316 +4%
US Bancorp
29
US Bancorp
Minnesota
$47.3M +$209K +3,948 +0.4%
BCI
30
Brinker Capital Investments
Pennsylvania
$45.6M +$3.33M +62,982 +8%
SB
31
Suntrust Banks
Georgia
$44.9M -$11.5M -218,314 -20%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$43.2M +$1.48M +27,934 +4%
HNB
33
Huntington National Bank
Ohio
$39.8M +$39.8M +451,098 New
RJA
34
Raymond James & Associates
Florida
$37.3M +$3.7M +69,960 +11%
DC
35
Davenport & Co
Virginia
$37.2M -$1.47M -27,732 -4%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$36.9M +$1.83M +34,670 +5%
DWM
37
Destination Wealth Management
California
$36.3M +$1.34M +25,262 +4%
GA
38
Gateway Advisory
New Jersey
$36.2M +$2.03M +38,434 +6%
UR
39
USCA RIA
Texas
$34.7M +$34.2M +646,506 +6,756%
T
40
Thomaspartners
Massachusetts
$34.6M +$25.5M +481,862 +281%
AFG
41
Arkansas Financial Group
Arkansas
$34.4M +$1.79M +33,886 +5%
DPIM
42
Duff & Phelps Investment Management
Illinois
$33.9M +$106K +2,000 +0.3%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$31.5M +$309K +5,842 +1%
RFC
44
Regions Financial Corp
Alabama
$30.2M -$2.2M -41,638 -7%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$30M – – –
EIAM
46
Equinox Institutional Asset Management
New Jersey
$29.7M -$19.8M -374,600 -40%
CAL
47
Capital Analysts LLC
Pennsylvania
$28.1M +$1.82M +34,428 +7%
CTB
48
Country Trust Bank
Illinois
$26.7M +$607K +11,472 +2%
Ameriprise
49
Ameriprise
Minnesota
$26.5M -$2.86M -53,942 -10%
MM
50
Meridian Management
Arkansas
$26.1M +$4.71M +89,064 +22%
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