IGSB icon

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 %
FHA
201
First Horizon Advisors
Tennessee
$1.8M -$309K -5,888 -15%
VKH
202
Virtu KCG Holdings
New York
$1.79M +$1.49M +28,282 +497%
CIA
203
Capital Investment Advisors
Georgia
$1.74M +$480K +9,130 +38%
EWM
204
Empirical Wealth Management
Washington
$1.68M +$342K +6,500 +26%
BA
205
BKS Advisors
Michigan
$1.68M +$2.21K +42 +0.1%
WIC
206
Woodmont Investment Counsel
Tennessee
$1.65M -$92K -1,750 -5%
PWMAG
207
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$134K +2,550 +9%
AP
208
Advisors Preferred
Maryland
$1.62M -$1.11M -21,178 -41%
IFS
209
Ifrah Financial Services
Arkansas
$1.59M -$8.2K -156 -0.5%
BKA
210
Brick & Kyle Associates
Pennsylvania
$1.57M +$6.83K +130 +0.4%
VFA
211
Voya Financial Advisors
Connecticut
$1.56M +$504K +9,586 +48%
MIC
212
Meridian Investment Counsel
California
$1.56M -$83.1K -1,580 -5%
GIA
213
Granite Investment Advisors
New Hampshire
$1.55M -$13.7K -260 -0.9%
AL
214
Aspiriant LLC
California
$1.54M -$217K -4,136 -12%
PRS
215
Pinkerton Retirement Specialists
Idaho
$1.49M -$526 -10 -0%
FNBT
216
FineMark National Bank & Trust
Florida
$1.41M +$48.1K +916 +4%
BWAM
217
Boyd Watterson Asset Management
Ohio
$1.38M +$819K +15,584 +146%
PHS
218
Pekin Hardy Strauss
Illinois
$1.36M -$40.5K -770 -3%
HIS
219
Horizon Investment Services
Indiana
$1.35M +$23.7K +450 +2%
PGFC
220
Peapack-Gladstone Financial Corp
New Jersey
$1.34M +$66.8K +1,270 +5%
JIC
221
Johnson Investment Counsel
Ohio
$1.33M – – –
AC
222
Alexandria Capital
Virginia
$1.32M -$181K -3,446 -12%
RTS
223
Round Table Services
New Jersey
$1.3M +$1.3M +24,800 New
CCM
224
Coe Capital Management
Illinois
$1.3M -$125K -2,370 -9%
Mitsubishi UFJ Trust & Banking
225
Mitsubishi UFJ Trust & Banking
Japan
$1.28M +$981K +18,664 +333%
7 8
9
10 11