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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 %
MIC
201
Meridian Investment Counsel
California
$1.64M – – –
IFS
202
Ifrah Financial Services
Arkansas
$1.6M +$56.9K +1,080 +4%
GIA
203
Granite Investment Advisors
New Hampshire
$1.57M -$47.7K -906 -3%
BKA
204
Brick & Kyle Associates
Pennsylvania
$1.57M -$116K -2,204 -7%
PWMAG
205
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M +$54.8K +1,040 +4%
AC
206
Alexandria Capital
Virginia
$1.5M -$1M -19,006 -40%
OWP
207
Obermeyer Wealth Partners
Colorado
$1.5M – – –
PRS
208
Pinkerton Retirement Specialists
Idaho
$1.49M +$1.32M +25,088 +766%
CCM
209
Coe Capital Management
Illinois
$1.43M +$252K +4,780 +21%
PFM
210
PacWest Financial Management
Arizona
$1.42M -$16.9K -320 -1%
PHS
211
Pekin Hardy Strauss
Illinois
$1.4M -$49K -930 -3%
NAM
212
Nichols Asset Management
Massachusetts
$1.37M – – –
FNBT
213
FineMark National Bank & Trust
Florida
$1.36M -$261K -4,954 -16%
Kayne Anderson Rudnick Investment Management
214
Kayne Anderson Rudnick Investment Management
California
$1.36M +$69.8K +1,324 +5%
EWM
215
Empirical Wealth Management
Washington
$1.34M +$5.16K +98 +0.4%
MSU
216
Maple Securities USA
New Jersey
$1.34M – – –
SEIA
217
Signature Estate & Investment Advisors
California
$1.34M -$132K -2,506 -9%
JIC
218
Johnson Investment Counsel
Ohio
$1.33M -$243K -4,620 -15%
HIS
219
Horizon Investment Services
Indiana
$1.33M -$78K -1,480 -6%
SIC
220
Shoker Investment Counsel
Ohio
$1.32M +$71.5K +1,358 +6%
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$1.27M +$34.8K +660 +3%
AIM
222
Aspen Investment Management
Michigan
$1.27M – – –
NPC
223
National Planning Corporation
California
$1.27M -$203K -3,870 -14%
CIA
224
Capital Investment Advisors
Georgia
$1.26M -$82.4K -1,564 -6%
KAH
225
Kathryn A. Hall
$1.23M -$1.05M -20,000 -46%
7 8
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