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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

418 hedge funds and large institutions have $6.68B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 28 closing their positions.

Holders
418
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
11.27%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.62%
New
36
Increased
138
Reduced
171
Closed
28
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$63K

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$275M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$307M
4
JIR
4
James Investment Research
Ohio
$34.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$398M
3
JCM
3
Janney Capital Management
Pennsylvania
$0
4
BA
4
BlackRock Advisors
Delaware
$1.07M
5
MNA
5
Manning & Napier Advisors
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$22.2M +$2.25M +42,752 +11%
SGAM
52
Steinberg Global Asset Management
Florida
$22M +$570K +10,824 +3%
MM
53
Meridian Management
Arkansas
$21.4M +$21.4M +407,248 New
MNA
54
Manning & Napier Advisors
New York
$21.2M -$22.8M – –
Baird Financial Group
55
Baird Financial Group
Wisconsin
$21.1M +$21.1M +400,042 New
Franklin Resources
56
Franklin Resources
California
$20.8M +$90.4K +1,716 +0.4%
RIG
57
RiverFront Investment Group
Virginia
$20.7M +$12.1M +229,186 +139%
WF
58
Welch & Forbes
Massachusetts
$20.6M -$119K -2,258 -0.6%
TH
59
TCTC Holdings
Texas
$20.3M -$406K -7,700 -2%
EWM
60
Endurance Wealth Management
Rhode Island
$20.2M +$20.2M +383,190 New
CTB
61
Country Trust Bank
Illinois
$20.2M +$1.41M +26,792 +8%
MWM
62
Mission Wealth Management
California
$20M +$20M +378,484 New
Citigroup
63
Citigroup
New York
$19.9M -$5.21M -98,930 -21%
Barclays
64
Barclays
United Kingdom
$19.4M +$1.85M +35,174 +11%
HTC
65
Haverford Trust Company
Pennsylvania
$18.5M +$1.09M +20,672 +6%
CAG
66
Crestwood Advisors Group
Massachusetts
$18.4M -$592K -11,244 -3%
BT
67
Beacon Trust
New Jersey
$17.5M -$8.3M -157,654 -32%
EK
68
Evensky & Katz
Florida
$15.5M +$1.59M +30,130 +11%
WT
69
Whittier Trust
California
$15.4M -$474K -9,008 -3%
AIM
70
Acropolis Investment Management
Missouri
$15.4M -$452K -8,582 -3%
HFS
71
HL Financial Services
Kentucky
$15.3M -$916K -17,398 -6%
FEG
72
Fund Evaluation Group
Ohio
$15.1M -$41.5M -787,580 -73%
LG
73
Laidlaw Group
New York
$15.1M -$144K -2,730 -0.9%
SRA
74
Summit Rock Advisors
New York
$15.1M -$2.97M -56,396 -16%
LA
75
Leonetti & Associates
Illinois
$15.1M +$981K +18,620 +7%
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