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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

475 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 178 increasing their positions, 182 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.69%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.87%
New
34
Increased
178
Reduced
182
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$512M
2
Goldman Sachs
2
Goldman Sachs
New York
$263M
3
HNB
3
Huntington National Bank
Ohio
$39.8M
4
UR
4
USCA RIA
Texas
$34.7M
5
T
5
Thomaspartners
Massachusetts
$34.6M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$74.1M
2
Wells Fargo
2
Wells Fargo
California
$302M
3
AssetMark Inc
3
AssetMark Inc
California
$19M
4
PA
4
Probity Advisors
Texas
$15.9M
5
HFA
5
High Falls Advisors
New York
$267K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$26M +$3.03M +57,364 +13%
HTC
52
Haverford Trust Company
Pennsylvania
$23.1M +$1.58M +29,946 +7%
EWM
53
Endurance Wealth Management
Rhode Island
$21.9M -$115K -2,174 -0.5%
EK
54
Evensky & Katz
Florida
$21.1M +$2.17M +41,032 +11%
WF
55
Welch & Forbes
Massachusetts
$20.9M +$970K +18,336 +5%
JCM
56
Janney Capital Management
Pennsylvania
$20.9M +$20.9M +394,668 New
CIC
57
Cutler Investment Counsel
Oregon
$20.4M +$1.27M +24,076 +7%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.7M -$12.6M -239,104 -39%
RVPG
59
Relative Value Partners Group
$19.6M +$19.6M +371,294 New
FEG
60
Fund Evaluation Group
Ohio
$19M +$1.05M +19,798 +6%
AssetMark Inc
61
AssetMark Inc
California
$19M -$31.3M -592,542 -62%
CHA
62
Cedar Hill Associates
Illinois
$18.6M -$788K -14,900 -4%
GI
63
Gradient Investments
Minnesota
$18.4M +$3.75M +70,968 +26%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$17.6M +$643K +12,156 +4%
CM
65
Cornerstone Management
Georgia
$17.5M +$1.56M +29,408 +10%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$17.5M -$402K -7,604 -2%
Truist Financial
67
Truist Financial
North Carolina
$17.4M +$989K +18,700 +6%
BT
68
Beacon Trust
New Jersey
$17.1M +$1.6M +30,348 +10%
FWC
69
First Washington Corp
Washington
$16.7M -$127K -2,400 -0.8%
MNA
70
Manning & Napier Advisors
New York
$16.1M -$17.7M – –
PA
71
Probity Advisors
Texas
$15.9M -$30.9M -194,812 -66%
Wolverine Trading
72
Wolverine Trading
Illinois
$15.8M +$15.8M +298,196 New
CCG
73
Cypress Capital Group
Florida
$15.8M +$2.76M +52,120 +21%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$15.7M -$19M -359,338 -55%
UB
75
UMB Bank
Missouri
$15.5M +$392K +7,408 +3%
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