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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

524 hedge funds and large institutions have $7.65B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
13.08%
Holding in Top 10
68
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.45%
% of All Funds
1.7%
New
45
Increased
190
Reduced
205
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SR
Swiss Re
Switzerland
$175M
2
T
Thomaspartners
Massachusetts
$244M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$132M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$29.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$234M
2
HNB
Huntington National Bank
Ohio
$42.7M
3
BIAS
Beacon Investment Advisory Services
New Jersey
$15.5M
4
TH
TCTC Holdings
Texas
$0
5
FT
Fiduciary Trust
Massachusetts
$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
126
HL Financial Services
Kentucky
$6.57M -$2.23M -42,380 -25%
LWM
127
Lenox Wealth Management
Ohio
$6.55M +$6.55M +124,394 New
AAM
128
Autus Asset Management
Arizona
$6.53M -$39.2K -744 -0.6%
GC
129
Gilbert & Cook
Iowa
$6.24M +$358K +6,792 +6%
PBO
130
Peoples Bank (Ohio)
Ohio
$6.21M +$69K +1,310 +1%
CMP
131
Courage Miller Partners
Virginia
$6.16M -$737 -14 -0%
VHAM
132
Van Hulzen Asset Management
California
$6.06M +$6.06M +115,000 New
KA
133
Kovack Advisors
Florida
$5.94M +$1.52M +28,824 +34%
KL
134
KWMG LLC
Kansas
$5.81M +$156K +2,958 +3%
BAC
135
Boys Arnold & Co
North Carolina
$5.73M -$556K -10,556 -9%
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$5.6M +$22K +418 +0.4%
WA
137
Wilshire Advisors
California
$5.53M +$2.27M +43,094 +69%
OC
138
Oppenheimer & Co
New York
$5.41M -$257K -4,876 -5%
KCP
139
KDI Capital Partners
North Carolina
$5.4M -$592K -11,244 -10%
CC
140
Courier Capital
New York
$5.36M +$5.27K +100 +0.1%
AIP
141
ARS Investment Partners
New York
$5.35M +$1.25M +23,774 +31%
BAAM
142
Baker Avenue Asset Management
California
$5.22M +$49.7K +944 +1%
AG
143
Advisor Group
Arizona
$5.17M +$303K +5,750 +6%
PA
144
Pinnacle Associates
New York
$5.15M -$73.6K -1,398 -1%
CFMC
145
Curbstone Financial Management Corp
New Hampshire
$5.1M -$108K -2,050 -2%
WP
146
WealthPLAN Partners
Nebraska
$5.05M +$5.05M +95,846 New
CTA
147
Chesley Taft & Associates
Illinois
$5.03M -$155K -2,940 -3%
Northern Trust
148
Northern Trust
Illinois
$4.83M +$70.5K +133,840 +1%
WCA
149
Westover Capital Advisors
Delaware
$4.82M -$737 -14 -0%
AIMU
150
Allianz Investment Management US
Minnesota
$4.79M +$21.1K +400 +0.4%
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