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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 %
SSG
101
Summit Securities Group
New York
$10.3M +$5.97M +113,874 +138%
BTS
102
BB&T Securities
Virginia
$10.1M – – –
AOWM
103
Alpha Omega Wealth Management
Virginia
$10.1M -$247K -4,706 -2%
BA
104
BlackRock Advisors
Delaware
$9.38M +$7.71M +146,872 +461%
WI
105
WrapManager Inc
California
$9.02M -$545K -10,392 -6%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.94M -$10.6M -202,082 -54%
GBT
107
Grove Bank & Trust
Florida
$8.51M -$129K -2,458 -1%
GC
108
Guggenheim Capital
Illinois
$8.41M +$1.04M +19,870 +14%
ERIM
109
Eagle Ridge Investment Management
Connecticut
$8.34M -$5.32M -101,464 -39%
HFS
110
HL Financial Services
Kentucky
$8.1M +$98.1K +1,870 +1%
WCM
111
Windsor Capital Management
Arizona
$8.08M +$373K +7,108 +5%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$8.05M -$3.39M -64,622 -30%
DAM
113
Delta Asset Management
Tennessee
$8M -$422K -8,048 -5%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$7.86M -$458K -8,732 -6%
PAG
115
Private Advisor Group
New Jersey
$7.7M +$2.49M +47,494 +48%
BFG
116
Beacon Financial Group
Texas
$7.63M +$1.81M +34,488 +31%
JIP
117
Jaffetilchin Investment Partners
Florida
$7.58M +$308K +5,868 +4%
LWM
118
LBA Wealth Management
Florida
$7.5M -$119K -2,270 -2%
JWM
119
Jackson Wealth Management
Florida
$7.43M -$661K -12,576 -8%
AC
120
Alley Company
Illinois
$7.36M +$190K +3,614 +3%
SMM
121
Stadion Money Management
Georgia
$7.29M +$490K +9,346 +7%
BMM
122
Buffington Mohr McNeal
Idaho
$6.94M +$719K +13,704 +12%
SSWM
123
Sheets Smith Wealth Management
North Carolina
$6.92M -$310K -5,908 -4%
GCA
124
Greenwood Capital Associates
South Carolina
$6.71M -$266K -5,064 -4%
BAC
125
Boys Arnold & Co
North Carolina
$6.62M +$429K +8,184 +7%
3 4
5
6 7