IGSB icon

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.

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
1
United Capital Financial Advisors
Texas
$275M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$335M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$307M
4
JIR
4
James Investment Research
Ohio
$34.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$64.2M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$15.1M
2
Bank of America
2
Bank of America
North Carolina
$398M
3
JCM
3
Janney Capital Management
Pennsylvania
$0
4
BA
4
BlackRock Advisors
Delaware
$1.07M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$552M 5,241,206 +89,897 +2%
Bank of America
2
Bank of America
North Carolina
$398M 3,776,731 -248,875 -6%
Morgan Stanley
3
Morgan Stanley
New York
$357M 3,387,655 -89,895 -3%
Wells Fargo
4
Wells Fargo
California
$350M 3,318,155 +103,248 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$335M 3,178,266 +885,528 +39%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$307M 2,913,257 +537,464 +23%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$294M 2,787,725 +17,021 +0.6%
UCFA
8
United Capital Financial Advisors
Texas
$275M 2,610,408 +1,079,039 +70%
UBS Group
9
UBS Group
Switzerland
$248M 2,352,707 -42,769 -2%
SR
10
Swiss Re
Switzerland
$177M 1,678,000 +160,000 +11%
BIT
11
BlackRock Institutional Trust
California
$166M 1,578,946 +7,946 +0.5%
Goldman Sachs
12
Goldman Sachs
New York
$136M 1,289,659 +154,254 +14%
KeyBank National Association
13
KeyBank National Association
Ohio
$128M 1,213,368 +50,961 +4%
FT
14
Fiduciary Trust
Massachusetts
$110M 1,047,306 -14,976 -1%
BIM
15
BlackRock Investment Management
Delaware
$96.2M 913,549 +140,022 +18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$80M 759,406 +52,011 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$71.6M 680,152 +27,204 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$70.1M 665,495 +66,272 +11%
Stifel Financial
19
Stifel Financial
Missouri
$64.2M 617,201 +271,967 +79%
SB
20
Suntrust Banks
Georgia
$62.4M 592,383 -48,860 -8%
LPL Financial
21
LPL Financial
California
$61.4M 583,391 +934 +0.2%
CNB
22
City National Bank
California
$57.1M 542,158 -66,955 -11%
EFM
23
Equinox Fund Management
Colorado
$54.7M 519,550 – –
MG
24
Mather Group
Illinois
$51.8M 490,588 – –
DWM
25
Destination Wealth Management
California
$51.6M 489,791 +94,481 +24%
1
2 3 4 5