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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

430 hedge funds and large institutions have $7.51B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+12
Holders Change %
+2.87%
% of All Funds
12.02%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
1.73%
New
49
Increased
125
Reduced
191
Closed
33
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$117K

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$120M
2
UCFA
2
United Capital Financial Advisors
Texas
$354M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$405M
4
AssetMark Inc
4
AssetMark Inc
California
$89.1M
5
UBS Group
5
UBS Group
Switzerland
$293M

Top Sellers

1
BlackRock
1
BlackRock
New York
$490M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$251M
3
Morgan Stanley
3
Morgan Stanley
New York
$312M
4
MNA
4
Manning & Napier Advisors
New York
$20.9M
5
SGAM
5
Steinberg Global Asset Management
Florida
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
FBNAT
51
FirstMerit Bank N.A. Trustee
Ohio
$23M -$773K -14,706 -3%
FEG
52
Fund Evaluation Group
Ohio
$22.9M +$7.79M +148,260 +52%
MM
53
Meridian Management
Arkansas
$22.2M +$827K +15,726 +4%
TNBTD
54
Trustmark National Bank Trust Department
Mississippi
$22.1M -$3.39M -64,506 -13%
BAAM
55
Baker Avenue Asset Management
California
$22M +$21.3M +405,952 +3,184%
MNA
56
Manning & Napier Advisors
New York
$20.9M -$21.2M – –
RIG
57
RiverFront Investment Group
Virginia
$20.9M +$228K +4,342 +1%
TH
58
TCTC Holdings
Texas
$20.6M +$394K +7,490 +2%
WF
59
Welch & Forbes
Massachusetts
$20.2M -$349K -6,646 -2%
EWM
60
Endurance Wealth Management
Rhode Island
$20.2M +$66.5K +1,264 +0.3%
EMA
61
Efficient Market Advisors
California
$19.8M -$8.6M -163,596 -30%
CAG
62
Crestwood Advisors Group
Massachusetts
$19.7M +$1.36M +25,836 +7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$19.4M -$3.41M -64,782 -15%
CTB
64
Country Trust Bank
Illinois
$19.4M -$764K -14,532 -4%
HTC
65
Haverford Trust Company
Pennsylvania
$19.1M +$666K +12,668 +4%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$18.6M -$2.47M -46,932 -12%
BT
67
Beacon Trust
New Jersey
$17.5M +$14.7K +280 +0.1%
BCM
68
Bluefin Capital Management
New York
$17.3M +$17.3M +329,644 New
MWM
69
Mission Wealth Management
California
$17.3M -$2.64M -50,134 -13%
EK
70
Evensky & Katz
Florida
$17M +$1.57M +29,890 +10%
Franklin Resources
71
Franklin Resources
California
$16.8M -$4.02M -76,480 -19%
CPO
72
Cerity Partners OCIO
New York
$15.6M +$1.07M +20,364 +7%
WT
73
Whittier Trust
California
$15.2M -$220K -4,190 -1%
LA
74
Leonetti & Associates
Illinois
$14.8M -$193K -3,668 -1%
AIM
75
Acropolis Investment Management
Missouri
$14.6M -$718K -13,658 -5%
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