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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

418 hedge funds and large institutions have $6.68B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
11.27%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.62%
New
36
Increased
138
Reduced
171
Closed
28
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$63K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$275M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$307M
4
JIR
James Investment Research
Ohio
$34.1M
5
Stifel Financial
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
Bank of America
North Carolina
$398M
3
JCM
Janney Capital Management
Pennsylvania
$0
4
BA
BlackRock Advisors
Delaware
$1.07M
5
MNA
Manning & Napier Advisors
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$4.18M +$160K +3,038 +4%
Fisher Asset Management
152
Fisher Asset Management
Washington
$4.05M -$381K -7,228 -9%
ECM
153
ETrade Capital Management
Virginia
$3.97M +$3.97M +75,328 New
WTC
154
WhitTier Trust Company
Nevada
$3.92M -$597K -11,336 -13%
NA
155
Nottingham Advisors
New York
$3.9M -$4.2M -79,720 -52%
CFA
156
CT Financial Advisors
Pennsylvania
$3.85M -$465K -8,820 -11%
GCA
157
Greenwood Capital Associates
South Carolina
$3.77M +$611K +11,600 +19%
FC
158
Forte Capital
New York
$3.77M -$562K -10,666 -13%
MAA
159
Managed Account Advisors
New Jersey
$3.7M +$2.16M +41,078 +141%
ADBIC
160
A.D. Beadell Investment Counsel
Wisconsin
$3.68M +$105K +2,000 +3%
HK
161
Horizon Kinetics
New York
$3.61M – – –
DSC
162
Duncker Streett & Co
Missouri
$3.48M -$20.9K -396 -0.6%
HJA
163
Hugh Johnson Advisors
New York
$3.47M -$366K -6,948 -10%
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$3.32M -$5.11M -96,996 -61%
KT
165
Kanaly Trust
Texas
$3.31M -$1.2M -22,796 -27%
WB
166
WesBanco Bank
West Virginia
$3.24M +$21.1K +400 +0.7%
HCP
167
Holt Capital Partners
Texas
$3.17M -$42.1K -800 -1%
WCM
168
Wunderlich Capital Managemnt
Tennessee
$2.98M +$65.7K +1,248 +2%
BFA
169
Beaumont Financial Advisors
Massachusetts
$2.98M -$418K -7,932 -12%
PSUF
170
People's United Financial
Connecticut
$2.97M -$220K -4,178 -7%
M&T Bank
171
M&T Bank
New York
$2.94M +$184K +3,486 +7%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$2.82M -$1.48K -28 -0.1%
TC
173
Trust Company
Kansas
$2.8M +$195K +3,698 +7%
AP
174
Advisors Preferred
Maryland
$2.74M +$852K +16,182 +45%
KA
175
Kovack Advisors
Florida
$2.72M -$6.53K -124 -0.2%
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