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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

226 hedge funds and large institutions have $3.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
6.56%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
33
Increased
73
Reduced
89
Closed
14
Calls
$10.8M
Puts
$432K
Net Calls
+$10.4M
Net Calls Change
+$10.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$514M
2
HTC
Haverford Trust Company
Pennsylvania
$32.8M
3
TCT
TIAA CREF Trust
Missouri
$15.6M
4
Bank of America
Bank of America
North Carolina
$152M
5
Prudential Financial
Prudential Financial
New Jersey
$14.6M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$0
2
Goldman Sachs
Goldman Sachs
New York
$119M
3
JIR
James Investment Research
Ohio
$38M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$27.5M
5
SMA
Simply Money Advisors
Ohio
$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPBT
176
Boston Private Bank & Trust
Massachusetts
$358K +$3.78K +70 +1%
TWM
177
Torch Wealth Management
Ohio
$348K +$348K +6,450 New
ECAM
178
East Coast Asset Management
Massachusetts
$343K – – –
TIM
179
Tortoise Investment Management
New York
$324K – – –
ACM
180
Aviance Capital Management
Florida
$323K -$32.5K -602 -9%
FTIOP
181
Fiduciary Trust International of Pennsylvania
Pennsylvania
$314K – – –
AWA
182
Arete Wealth Advisors
Illinois
$314K +$314K +5,822 New
FSC
183
Fiduciary Services Corp
Georgia
$313K +$313K +5,800 New
NCM
184
Novare Capital Management
North Carolina
$311K +$311K +5,770 New
MCWS
185
McKinley Carter Wealth Services
West Virginia
$307K -$104K -1,926 -25%
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$297K – – –
CAL
187
Capital Advisors Ltd
Ohio
$292K +$292K +5,420 New
RIA
188
Regal Investment Advisors
Michigan
$282K +$18.8K +348 +7%
AI
189
Atria Investments
North Carolina
$280K +$280K +5,190 New
ACP
190
Aviance Capital Partners
Florida
$262K -$56.3K -1,046 -18%
EAM
191
Evanson Asset Management
California
$262K +$262K +4,852 New
WF
192
Welch & Forbes
Massachusetts
$254K -$621K -11,488 -71%
YP
193
Yellowstone Partners
Idaho
$246K +$246K +4,568 New
PAS
194
Partnervest Advisory Services
California
$243K – – –
FAAS
195
First Allied Advisory Services
California
$239K -$26.8K -498 -10%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$236K +$236K +4,380 New
KFS
197
KMS Financial Services
Washington
$234K -$23.3K -432 -9%
SSWM
198
Sheets Smith Wealth Management
North Carolina
$227K -$10.8K -200 -5%
JA
199
JOYN Advisors
Georgia
$227K – – –
RFC
200
Regions Financial Corp
Alabama
$222K -$30.7K -568 -12%
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