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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

515 hedge funds and large institutions have $7.33B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 175 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+40
Holders Change %
+8.42%
% of All Funds
12.89%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.75%
New
76
Increased
175
Reduced
197
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
Thomaspartners
Massachusetts
$107M
2
BlackRock
2
BlackRock
New York
$552M
3
BIAS
3
Beacon Investment Advisory Services
New Jersey
$49.1M
4
RIG
4
RiverFront Investment Group
Virginia
$47.1M
5
BFA
5
BlackRock Fund Advisors
California
$76M

Top Sellers

1
SR
1
Swiss Re
Switzerland
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$46.7M
3
LPL Financial
3
LPL Financial
California
$41.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$391M
5
RVPG
5
Relative Value Partners Group
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
51
Evensky & Katz
Florida
$21.4M +$480K +9,140 +2%
EWM
52
Endurance Wealth Management
Rhode Island
$21.3M -$477K -9,082 -2%
CIC
53
Cutler Investment Counsel
Oregon
$21.2M +$957K +18,236 +5%
GI
54
Gradient Investments
Minnesota
$21.1M +$2.86M +54,496 +16%
FEG
55
Fund Evaluation Group
Ohio
$20.4M +$1.5M +28,648 +8%
JCM
56
Janney Capital Management
Pennsylvania
$19.6M -$1.15M -21,828 -6%
TH
57
TCTC Holdings
Texas
$19.4M +$19.4M +369,112 New
AssetMark Inc
58
AssetMark Inc
California
$18.7M -$79.9K -1,522 -0.4%
CHA
59
Cedar Hill Associates
Illinois
$18.6M +$171K +3,250 +0.9%
DPIM
60
Duff & Phelps Investment Management
Illinois
$18.6M -$15M -286,000 -45%
AC
61
Abbrea Capital
California
$18.1M +$18.1M +344,990 New
SMA
62
Simply Money Advisors
Ohio
$17.9M +$6.97M +132,910 +64%
CM
63
Cornerstone Management
Georgia
$17.7M +$372K +7,096 +2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$17.5M +$185K +3,534 +1%
BT
65
Beacon Trust
New Jersey
$17.1M +$155K +2,950 +0.9%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$16.9M -$520K -9,904 -3%
Truist Financial
67
Truist Financial
North Carolina
$16.6M -$682K -12,992 -4%
FWC
68
First Washington Corp
Washington
$16.5M -$73.5K -1,400 -0.4%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$16.5M +$826K +15,748 +5%
CCG
70
Cypress Capital Group
Florida
$16.3M +$668K +12,724 +4%
DCM
71
Dimension Capital Management
Florida
$16.1M +$16.1M +307,352 New
PA
72
Probity Advisors
Texas
$16M +$10.8M +205,270 +206%
Citigroup
73
Citigroup
New York
$15.8M +$8.39M +159,826 +113%
Franklin Resources
74
Franklin Resources
California
$15M -$168K -3,210 -1%
MNA
75
Manning & Napier Advisors
New York
$14.8M -$16.1M – –
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3
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