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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SSWM
76
Sheets Smith Wealth Management
North Carolina
$14.6M 277,704 +11,714 +4%
ERIM
77
Eagle Ridge Investment Management
Connecticut
$14.5M 276,198 +276,198 New
CCT
78
Capital City Trust
Florida
$13.9M 264,394 -15,368 -5%
Truist Financial
79
Truist Financial
North Carolina
$13.7M 260,498 -3,964 -1%
SMM
80
Stadion Money Management
Georgia
$13.5M 256,278 -170,210 -40%
SMA
81
Simply Money Advisors
Ohio
$13.1M 249,472 +249,472 New
WPC
82
White Pine Capital
Minnesota
$13M 247,244 +18,500 +8%
FCIM
83
Fairview Capital Investment Management
California
$13M 246,550 -21,600 -8%
BSB
84
Bangor Savings Bank
Maine
$12.8M 243,158 -3,532 -1%
HFS
85
HL Financial Services
Kentucky
$12.6M 239,326 -51,128 -18%
CWA
86
Cypress Wealth Advisors
California
$12.6M 239,052 +79,436 +50%
Mariner
87
Mariner
Kansas
$12.4M 236,258 -22,502 -9%
CCG
88
Cypress Capital Group
Florida
$12.3M 234,554 +24,820 +12%
SC
89
SouthState Corp
Florida
$12.2M 231,968 +1,030 +0.4%
CIC
90
Cutler Investment Counsel
Oregon
$11.9M 225,516 -8,736 -4%
GI
91
Gradient Investments
Minnesota
$11.7M 222,450 -4,618 -2%
LYV
92
Live Your Vision
Pennsylvania
$11.7M 222,256 -2,720 -1%
ST
93
Sabal Trust
Florida
$11.6M 220,886 -1,060 -0.5%
CL
94
CPWM LLC
Washington
$11.5M 218,624 +2,910 +1%
SAS
95
Sage Advisory Services
Texas
$11.1M 210,776 -47,572 -18%
CM
96
Cornerstone Management
Georgia
$11M 209,216 -18,696 -8%
WCM
97
Windsor Capital Management
Arizona
$10.2M 194,882 +4,234 +2%
HCM
98
Hollencrest Capital Management
California
$9.88M 188,016 +77,186 +70%
LWM
99
LBA Wealth Management
Florida
$9.88M 187,940 -9,610 -5%
T
100
Thomaspartners
Massachusetts
$9.52M 181,016 -7,038 -4%
2 3
4
5 6