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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

447 hedge funds and large institutions have $7.37B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 147 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
11.74%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
1.89%
New
61
Increased
147
Reduced
176
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$464M
2
Goldman Sachs
Goldman Sachs
New York
$338M
3
LPL Financial
LPL Financial
California
$143M
4
WI
WBI Investments
New Jersey
$55.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$61.1M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$390M
2
UCFA
United Capital Financial Advisors
Texas
$93.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$159M
4
DPIM
Duff & Phelps Investment Management
Illinois
$33M
5
AssetMark Inc
AssetMark Inc
California
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
176
Forte Capital
New York
$3.4M +$65.6K +1,254 +2%
MFS
177
MSI Financial Services
Massachusetts
$3.4M +$1.55M +29,688 +84%
IIC
178
Integrated Investment Consultants
Michigan
$3.39M +$3.39M +64,770 New
NEPPG
179
New England Professional Planning Group
Rhode Island
$3.38M -$369K -7,062 -10%
TWM
180
Torch Wealth Management
Ohio
$3.28M +$28.3K +542 +0.9%
SHWM
181
Smith & Howard Wealth Management
Georgia
$3.26M +$3.26M +62,310 New
WCM
182
Wunderlich Capital Managemnt
Tennessee
$3.22M +$138K +2,630 +4%
JFA
183
Johanson Financial Advisors
California
$3.17M +$3.17M +60,472 New
WB
184
WesBanco Bank
West Virginia
$3.14M -$48.6K -930 -2%
ST
185
Smithfield Trust
Pennsylvania
$3.13M +$1.04M +19,908 +50%
KT
186
Kanaly Trust
Texas
$3M -$239K -4,566 -7%
PSUF
187
People's United Financial
Connecticut
$2.95M -$3.35K -64 -0.1%
Barclays
188
Barclays
United Kingdom
$2.9M -$4.91M -94,362 -63%
CS
189
Credit Suisse
Switzerland
$2.88M +$522K +9,986 +22%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$2.85M +$95.2K +1,820 +3%
HK
191
Horizon Kinetics
New York
$2.85M -$743K -14,200 -21%
TC
192
Trust Company
Kansas
$2.69M -$106K -2,028 -4%
NA
193
Nottingham Advisors
New York
$2.45M -$491K -9,388 -17%
Chevy Chase Trust
194
Chevy Chase Trust
Maryland
$2.43M -$410K -7,840 -14%
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$2.42M -$247K -4,724 -9%
ICAS
196
Investors Capital Advisory Services
Massachusetts
$2.39M +$1.57M +30,104 +193%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$2.38M +$211K +4,044 +10%
KA
198
Kovack Advisors
Florida
$2.31M -$389K -7,438 -14%
BFG
199
Beacon Financial Group
Texas
$2.24M +$186K +3,556 +9%
AIG
200
American International Group
New York
$2.16M +$224K +4,288 +12%
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