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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

524 hedge funds and large institutions have $7.65B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
13.08%
Holding in Top 10
68
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.45%
% of All Funds
1.7%
New
45
Increased
190
Reduced
205
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SR
Swiss Re
Switzerland
$175M
2
T
Thomaspartners
Massachusetts
$244M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$132M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$29.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$234M
2
HNB
Huntington National Bank
Ohio
$42.7M
3
BIAS
Beacon Investment Advisory Services
New Jersey
$15.5M
4
TH
TCTC Holdings
Texas
$0
5
FT
Fiduciary Trust
Massachusetts
$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
501
Edmond de Rothschild Holding
Switzerland
$38K – – –
MWM
502
MinichMacGregor Wealth Management
New York
$36K – – –
HI
503
Hudock Inc
Pennsylvania
$34K – – –
TAIM
504
TD Ameritrade Investment Management
Nebraska
$28K -$92.7K -1,742 -77%
CAL
505
Capital Advisors Ltd
Ohio
$24K – – –
WA
506
WFG Advisors
Texas
$24K +$21K +400 +690%
HS
507
Horan Securities
United States
$23K +$107 +2 +0.5%
WEC
508
Winslow Evans & Crocker
Massachusetts
$22.3K – – –
BBPWM
509
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
DCM
510
DeGreen Capital Management
Arizona
$18.4K +$3.48K +66,008 +23%
AWMS
511
Advocacy Wealth Management Services
Georgia
$17K – – –
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$8.56K +164 +248%
ACM
513
Aviance Capital Management
Florida
$10K +$10K +194 New
SFG
514
SevenBridge Financial Group
Pennsylvania
$9K – – –
RBA
515
Richard Bernstein Advisors
New York
$7K – – –
CFD
516
Creative Financial Designs
Indiana
$6K +$111 +2 +2%
GWA
517
Guidant Wealth Advisors
Illinois
$5K +$5K +100 New
AIM
518
Advantage Investment Management
Iowa
$4K – – –
CHC
519
City Holding Co
West Virginia
$3K – – –
IAS
520
INR Advisory Services
Pennsylvania
$3K – – –
AF
521
Allworth Financial
California
$2K – – –
CJA
522
C-J Advisory
California
$2K +$125 +2 +7%
SFPIA
523
Stevens First Principles Investment Advisors
California
$2K +$2K +42 New
RA
524
Rational Advisors
New York
$1K – – –
IWM
525
IHT Wealth Management
Illinois
$34 +$31 +7,010 +999%
19 20
21
22 23