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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

515 hedge funds and large institutions have $7.33B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 175 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+40
Holders Change %
+8.42%
% of All Funds
12.89%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.75%
New
76
Increased
175
Reduced
197
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
Thomaspartners
Massachusetts
$107M
2
BlackRock
2
BlackRock
New York
$552M
3
BIAS
3
Beacon Investment Advisory Services
New Jersey
$49.1M
4
RIG
4
RiverFront Investment Group
Virginia
$47.1M
5
BFA
5
BlackRock Fund Advisors
California
$76M

Top Sellers

1
SR
1
Swiss Re
Switzerland
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$46.7M
3
LPL Financial
3
LPL Financial
California
$41.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$391M
5
RVPG
5
Relative Value Partners Group
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$48.6M -$5.27M -100,488 -10%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$48.6M +$12M +228,180 +33%
US Bancorp
28
US Bancorp
Minnesota
$47.7M +$761K +14,498 +2%
RIG
29
RiverFront Investment Group
Virginia
$47.1M +$47.1M +897,460 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$46.7M -$26.8M -510,652 -36%
RJA
31
Raymond James & Associates
Florida
$44.9M +$7.81M +148,768 +21%
SB
32
Suntrust Banks
Georgia
$44.7M +$185K +3,520 +0.4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$44.3M +$1.46M +27,762 +3%
LPL Financial
34
LPL Financial
California
$41.6M -$22.4M -426,404 -35%
BCI
35
Brinker Capital Investments
Pennsylvania
$41.5M -$3.73M -71,098 -8%
HNB
36
Huntington National Bank
Ohio
$40.2M -$208K -2,328 -0.5%
GA
37
Gateway Advisory
New Jersey
$39.4M +$3.37M +64,174 +9%
DWM
38
Destination Wealth Management
California
$37.7M +$1.69M +32,212 +5%
AFG
39
Arkansas Financial Group
Arkansas
$36.5M +$2.28M +43,548 +7%
DC
40
Davenport & Co
Virginia
$35.9M -$1.01M -19,216 -3%
PPA
41
Parametric Portfolio Associates
Washington
$33.8M +$8.04M +153,234 +31%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$31.9M +$656K +12,510 +2%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$29.8M – – –
Ameriprise
44
Ameriprise
Minnesota
$28.2M +$1.92M +36,658 +7%
CTB
45
Country Trust Bank
Illinois
$27.5M +$1.01M +19,158 +4%
UR
46
USCA RIA
Texas
$26.7M -$7.74M -147,562 -22%
MM
47
Meridian Management
Arkansas
$24.9M -$948K -18,060 -4%
RFC
48
Regions Financial Corp
Alabama
$24.3M -$5.64M -107,484 -19%
HTC
49
Haverford Trust Company
Pennsylvania
$23.6M +$639K +12,172 +3%
WF
50
Welch & Forbes
Massachusetts
$21.5M +$782K +14,904 +4%
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