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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

447 hedge funds and large institutions have $7.37B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 147 increasing their positions, 176 reducing their positions, and 38 closing their positions.

Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
11.74%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
1.89%
New
61
Increased
147
Reduced
176
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M
2
Goldman Sachs
2
Goldman Sachs
New York
$338M
3
LPL Financial
3
LPL Financial
California
$143M
4
WI
4
WBI Investments
New Jersey
$55.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$61.1M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$390M
2
UCFA
2
United Capital Financial Advisors
Texas
$93.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$159M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$33M
5
AssetMark Inc
5
AssetMark Inc
California
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$23.2M +$1.27M +24,336 +6%
FEG
52
Fund Evaluation Group
Ohio
$22.9M – – –
EMA
53
Efficient Market Advisors
California
$22.8M +$3.06M +58,458 +16%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$22.2M +$2.94M +56,152 +15%
EWM
55
Endurance Wealth Management
Rhode Island
$21.3M +$1.23M +23,542 +6%
UB
56
UMB Bank
Missouri
$21.3M +$21.3M +406,922 New
MM
57
Meridian Management
Arkansas
$21.3M -$858K -16,406 -4%
RIG
58
RiverFront Investment Group
Virginia
$21.2M +$405K +7,736 +2%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$21M -$934K -17,860 -4%
HFA
60
High Falls Advisors
New York
$20.8M +$20.8M +397,720 New
MNA
61
Manning & Napier Advisors
New York
$20.8M -$20.9M – –
TH
62
TCTC Holdings
Texas
$20.7M +$150K +2,860 +0.7%
CHA
63
Cedar Hill Associates
Illinois
$20.4M -$4.55M -87,050 -18%
WF
64
Welch & Forbes
Massachusetts
$19.9M -$268K -5,118 -1%
CTB
65
Country Trust Bank
Illinois
$19.7M +$418K +7,998 +2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$19.5M +$1.08M +20,594 +6%
CAG
67
Crestwood Advisors Group
Massachusetts
$19.5M -$64.2K -1,228 -0.3%
Jane Street
68
Jane Street
New York
$19.4M +$19.4M +371,544 New
HTC
69
Haverford Trust Company
Pennsylvania
$19.4M +$360K +6,878 +2%
RBC
70
Ronald Blue & Co
Georgia
$19.2M +$16.9M +322,436 +716%
CGH
71
Cleary Gull Holdings
Wisconsin
$18.1M +$18.1M +345,742 New
MWM
72
Mission Wealth Management
California
$17.5M +$375K +7,176 +2%
EK
73
Evensky & Katz
Florida
$17.3M +$387K +7,400 +2%
Franklin Resources
74
Franklin Resources
California
$15.7M -$943K -18,026 -6%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$15.4M +$873K +16,700 +6%
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