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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Overview Fund Activity

232 hedge funds and large institutions have $3.25B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
6.71%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.66%
New
26
Increased
97
Reduced
77
Closed
19
Calls
$10.9M
Puts
$458K
Net Calls
+$10.4M
Net Calls Change
+$81K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$82.9M
2
Jane Street
2
Jane Street
New York
$31.8M
3
BCM
3
Bluefin Capital Management
New York
$30.8M
4
CSIA
4
Charles Schwab Investment Advisory
California
$152M
5
CC
5
Curian Capital
Colorado
$83.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
JIR
2
James Investment Research
Ohio
$40.2M
3
SR
3
Swiss Reinsurance
Switzerland
$0
4
EAM
4
Eagle Asset Management
Florida
$0
5
TCT
5
TIAA CREF Trust
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPBT
176
Boston Private Bank & Trust
Massachusetts
$376K +$14.7K +270 +4%
ECAM
177
East Coast Asset Management
Massachusetts
$347K – – –
Kayne Anderson Rudnick Investment Management
178
Kayne Anderson Rudnick Investment Management
California
$344K -$28.1K -516 -8%
VAM
179
Visionary Asset Management
Texas
$340K +$340K +6,234 New
TIM
180
Tortoise Investment Management
New York
$327K – – –
CWM
181
Concert Wealth Management
California
$326K -$185K -3,388 -36%
FTIOP
182
Fiduciary Trust International of Pennsylvania
Pennsylvania
$317K – – –
AWA
183
Arete Wealth Advisors
Illinois
$317K – – –
MCWS
184
McKinley Carter Wealth Services
West Virginia
$316K +$5.77K +106 +2%
AF
185
Allworth Financial
California
$303K +$303K +5,558 New
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$300K – – –
CFB
187
Cullen/Frost Bankers
Texas
$298K +$298K +5,460 New
RJT
188
Raymond James Trust
Florida
$295K -$102K -1,878 -26%
KFS
189
KMS Financial Services
Washington
$291K +$54.3K +996 +23%
EGA
190
Eagle Global Advisors
Texas
$290K -$101K -1,850 -26%
VKH
191
Virtu KCG Holdings
New York
$286K -$495K -9,058 -63%
GHA
192
GW Henssler & Associates
Georgia
$283K -$301K -5,506 -52%
ST
193
Stifel Trust
Missouri
$276K -$114K -2,084 -29%
EAM
194
Evanson Asset Management
California
$265K – – –
WF
195
Welch & Forbes
Massachusetts
$256K – – –
YP
196
Yellowstone Partners
Idaho
$249K – – –
PAS
197
Partnervest Advisory Services
California
$245K – – –
RCAG
198
Rehmann Capital Advisory Group
Michigan
$241K +$2.61K +48 +1%
JA
199
JOYN Advisors
Georgia
$229K – – –
SSWM
200
Sheets Smith Wealth Management
North Carolina
$229K – – –
6 7
8
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