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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 %
Chevy Chase Trust
176
Chevy Chase Trust
Maryland
$2.86M -$457K -8,700 -14%
TC
177
Trust Company
Kansas
$2.81M +$10.5K +200 +0.4%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$2.77M -$48.5K -922 -2%
KA
179
Kovack Advisors
Florida
$2.71M -$105 -2 -0%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$2.69M -$1.49M -28,348 -36%
CS
181
Credit Suisse
Switzerland
$2.37M -$261K -4,970 -10%
RBC
182
Ronald Blue & Co
Georgia
$2.37M +$1.88M +35,804 +388%
VanEck Associates
183
VanEck Associates
New York
$2.36M +$2.36M +44,806 New
GW
184
GW & Wade
Massachusetts
$2.24M -$339K -6,450 -13%
RCG
185
Ruggie Capital Group
Florida
$2.23M – – –
BFEC
186
Benjamin F. Edwards & Company
Missouri
$2.18M +$1.44M +27,366 +195%
CWM
187
Cabot Wealth Management
Massachusetts
$2.13M +$5.26K +100 +0.2%
ST
188
Smithfield Trust
Pennsylvania
$2.1M +$57.5K +1,094 +3%
HW
189
Hancock Whitney
Mississippi
$2.07M -$504K -9,586 -20%
BFG
190
Beacon Financial Group
Texas
$2.07M -$443K -8,424 -18%
PAS
191
Partnervest Advisory Services
California
$2.04M -$128K -2,444 -6%
SCA
192
STALEY CAPITAL ADVISERS
Pennsylvania
$2.04M – – –
NPC
193
National Planning Corporation
California
$2.02M +$755K +14,378 +60%
MA
194
Menlo Advisors
California
$1.97M – – –
AIG
195
American International Group
New York
$1.95M -$10.2M -194,630 -84%
IPC
196
Independent Portfolio Consultants
Florida
$1.92M +$101K +1,920 +6%
WA
197
Winfield Associates
Ohio
$1.9M +$216K +4,100 +13%
DWM
198
Dakota Wealth Management
Florida
$1.87M -$20K -380 -1%
MFS
199
MSI Financial Services
Massachusetts
$1.85M -$283K -5,384 -13%
CA
200
Cetera Advisors
Colorado
$1.83M +$11.5K +218 +0.6%
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8
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