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

Top Sellers

1
SR
Swiss Re
Switzerland
$0
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$46.7M
3
LPL Financial
LPL Financial
California
$41.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$391M
5
RVPG
Relative Value Partners Group
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
501
Winslow Evans & Crocker
Massachusetts
$22.2K – – –
HPBT
502
High Point Bank & Trust
North Carolina
$22K -$42.3K -800 -66%
BBPWM
503
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
ACS
504
Archford Capital Strategies
Illinois
$20K – – –
AWMS
505
Advocacy Wealth Management Services
Georgia
$18K +$18K +350 New
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.4K +84 +51%
SFG
507
SevenBridge Financial Group
Pennsylvania
$12K – – –
TCM
508
TD Capital Management
Tennessee
$11K +$11K +212 New
RBA
509
Richard Bernstein Advisors
New York
$7K +$5.04K +98 +258%
CFD
510
Creative Financial Designs
Indiana
$6K +$6K +106 New
AIM
511
Advantage Investment Management
Iowa
$4K -$16K -280 -80%
CHC
512
City Holding Co
West Virginia
$3K – – –
IAS
513
INR Advisory Services
Pennsylvania
$3K +$120 +2 +4%
AF
514
Allworth Financial
California
$2K -$10.7K -224 -84%
CJA
515
C-J Advisory
California
$2K – – –
SR
516
Swiss Re
Switzerland
– -$161M -3,036,000 Closed
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
– -$5.75M -108,748 Closed
JFA
518
Johanson Financial Advisors
California
– -$3.73M -70,506 Closed
SIC
519
Sigma Investment Counselors
Michigan
– -$3.42M -64,754 Closed
PCM
520
Pointe Capital Management
Michigan
– -$858K -16,234 Closed
SWP
521
Stratos Wealth Partners
Ohio
– -$747K -14,122 Closed
RIA
522
Regal Investment Advisors
Michigan
– -$539K -10,186 Closed
CL
523
Choreo LLC
Illinois
– -$519K -9,812 Closed
CCT
524
Chemung Canal Trust
New York
– -$492K -9,300 Closed
Lido Advisors
525
Lido Advisors
California
– -$486K -9,196 Closed
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