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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 %
CS
176
Credit Suisse
Switzerland
$2.64M -$4.31M -81,896 -62%
GW
177
GW & Wade
Massachusetts
$2.58M -$70K -1,330 -3%
HW
178
Hancock Whitney
Mississippi
$2.58M – – –
BFG
179
Beacon Financial Group
Texas
$2.51M +$323K +6,140 +15%
RCG
180
Ruggie Capital Group
Florida
$2.23M +$4.95K +94 +0.2%
PAS
181
Partnervest Advisory Services
California
$2.18M -$514K -9,754 -19%
MFS
182
MSI Financial Services
Massachusetts
$2.14M -$322K -6,110 -13%
CWM
183
Cabot Wealth Management
Massachusetts
$2.13M -$10.5K -200 -0.5%
FHA
184
First Horizon Advisors
Tennessee
$2.12M -$52.8K -1,002 -2%
AI
185
Atria Investments
North Carolina
$2.07M +$668K +12,686 +48%
AIA
186
Alerus Investment Advisors
Minnesota
$2.06M -$164K -3,108 -7%
SCA
187
STALEY CAPITAL ADVISERS
Pennsylvania
$2.05M +$10.5K +200 +0.5%
ST
188
Smithfield Trust
Pennsylvania
$2.05M -$8.95K -170 -0.4%
TWM
189
Torch Wealth Management
Ohio
$2.02M +$2.02M +38,258 New
MA
190
Menlo Advisors
California
$1.97M – – –
BHB
191
Bank Hapoalim BM
Israel
$1.97M +$1M +9,860 +103%
DADC
192
D.A. Davidson & Co
Montana
$1.93M -$1.63M -31,018 -46%
DWM
193
Dakota Wealth Management
Florida
$1.89M -$424K -8,044 -18%
IPC
194
Independent Portfolio Consultants
Florida
$1.82M +$326K +6,200 +22%
CA
195
Cetera Advisors
Colorado
$1.81M -$150K -2,850 -8%
AL
196
Aspiriant LLC
California
$1.76M -$11.6K -220 -0.7%
WIC
197
Woodmont Investment Counsel
Tennessee
$1.75M +$1.75M +33,200 New
WA
198
Winfield Associates
Ohio
$1.69M +$411K +7,800 +32%
BA
199
BKS Advisors
Michigan
$1.68M -$104K -1,966 -6%
FTIOP
200
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.68M – – –
6 7
8
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