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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.

New
Increased
Maintained
Reduced
Closed
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
Duff & Phelps Investment Management
Illinois
$120M
2
UCFA
United Capital Financial Advisors
Texas
$354M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$405M
4
AssetMark Inc
AssetMark Inc
California
$89.1M
5
UBS Group
UBS Group
Switzerland
$293M

Top Sellers

1
BlackRock
BlackRock
New York
$490M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$251M
3
Morgan Stanley
Morgan Stanley
New York
$312M
4
MNA
Manning & Napier Advisors
New York
$20.9M
5
SGAM
Steinberg Global Asset Management
Florida
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
151
WhitTier Trust Company
Nevada
$4.04M +$130K +2,482 +3%
AAM
152
Autus Asset Management
Arizona
$4.03M -$180K -3,430 -4%
GCA
153
Greenwood Capital Associates
South Carolina
$3.95M +$180K +3,430 +5%
Citigroup
154
Citigroup
New York
$3.89M -$16M -304,188 -80%
ADBIC
155
A.D. Beadell Investment Counsel
Wisconsin
$3.88M +$206K +3,920 +6%
CFA
156
CT Financial Advisors
Pennsylvania
$3.87M +$25.2K +480 +0.7%
SIC
157
Sigma Investment Counselors
Michigan
$3.8M +$2.72M +51,782 +252%
DSC
158
Duncker Streett & Co
Missouri
$3.78M +$300K +5,706 +9%
NEPPG
159
New England Professional Planning Group
Rhode Island
$3.76M -$1.32M -25,072 -26%
SIM
160
SSI Investment Management
California
$3.72M -$3.6M -68,464 -49%
Fisher Asset Management
161
Fisher Asset Management
Washington
$3.66M -$385K -7,330 -10%
HK
162
Horizon Kinetics
New York
$3.61M – – –
CCWA
163
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.51M +$3.51M +66,828 New
FC
164
Forte Capital
New York
$3.35M -$411K -7,810 -11%
TWM
165
Torch Wealth Management
Ohio
$3.27M +$1.26M +23,970 +63%
KT
166
Kanaly Trust
Texas
$3.26M -$43.1K -820 -1%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$3.22M +$3.22M +61,300 New
WB
168
WesBanco Bank
West Virginia
$3.21M -$29.3K -558 -0.9%
M&T Bank
169
M&T Bank
New York
$3.14M +$214K +4,066 +7%
WCM
170
Wunderlich Capital Managemnt
Tennessee
$3.1M +$118K +2,246 +4%
HJA
171
Hugh Johnson Advisors
New York
$3.05M -$408K -7,760 -12%
HCP
172
Holt Capital Partners
Texas
$3.05M -$116K -2,206 -4%
BFA
173
Beaumont Financial Advisors
Massachusetts
$2.98M – – –
PSUF
174
People's United Financial
Connecticut
$2.97M +$12.3K +234 +0.4%
NA
175
Nottingham Advisors
New York
$2.96M -$941K -17,910 -24%
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