IGSB icon

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 %
TH
526
TCTC Holdings
Texas
– -$21.3M -403,952 Closed
Wolverine Trading
527
Wolverine Trading
Illinois
– -$4M -76,002 Closed
SIA
528
Spruce Investment Advisors
Connecticut
– -$3.05M -57,960 Closed
EDRIA
529
Edmonds Duncan Registered Investment Advisors
Kansas
– -$2.87M -54,440 Closed
JIP
530
Jaffetilchin Investment Partners
Florida
– -$1.85M -35,126 Closed
FEG
531
Financial Enhancement Group
Indiana
– -$1.48M -28,176 Closed
RMC
532
Regis Management Company
California
– -$1.24M -23,568 Closed
FNBT
533
FineMark National Bank & Trust
Florida
– -$1.22M -23,120 Closed
PVH
534
Psagot Value Holdings
Israel
– -$1.11M -21,046 Closed
AWM
535
Avior Wealth Management
Nebraska
– -$1.08M -20,578 Closed
FWM
536
FFT Wealth Management
Pennsylvania
– -$937K -17,802 Closed
AL
537
Aspiriant LLC
California
– -$706K -13,424 Closed
MRCM
538
M&R Capital Management
New Jersey
– -$526K -10,000 Closed
AWM
539
AllSquare Wealth Management
New York
– -$471K -8,946 Closed
HCM
540
Hengehold Capital Management
Ohio
– -$380K -7,224 Closed
ACI
541
Alpha Cubed Investments
California
– -$257K -4,890 Closed
SQA
542
Simon Quick Advisors
New Jersey
– -$248K -4,718 Closed
FWP
543
FAS Wealth Partners
Kansas
– -$220K -4,174 Closed
Chevy Chase Trust
544
Chevy Chase Trust
Maryland
– -$218K -4,150 Closed
GAG
545
GM Advisory Group
New York
– -$214K -4,060 Closed
CWM
546
Concert Wealth Management
California
– -$210K -4,002 Closed
CPIG
547
Chicago Partners Investment Group
Illinois
– -$171K -3,258 Closed
AFS
548
Amtrust Financial Services
New York
– -$119K -2,270 Closed
UBS AM
549
UBS AM
Illinois
– -$112K -2,130 Closed
GBBWRPM
550
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$100K -1,890 Closed
19 20 21
22
23