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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.

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
1
Franklin Resources
California
$514M
2
HTC
2
Haverford Trust Company
Pennsylvania
$32.8M
3
AFG
3
Arkansas Financial Group
Arkansas
$17M
4
TCT
4
TIAA CREF Trust
Missouri
$15.6M
5
Bank of America
5
Bank of America
North Carolina
$152M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$119M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$27.5M
3
SMA
3
Simply Money Advisors
Ohio
$69.2M
4
FBT
4
Founders Bank & Trust
Michigan
$10.1M
5
CC
5
Curian Capital
Colorado
$66.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$595M 5,512,019 +18,934 +0.3%
Franklin Resources
2
Franklin Resources
California
$514M 4,760,442 +3,741,948 +367%
Morgan Stanley
3
Morgan Stanley
New York
$169M 1,564,066 +55,157 +4%
Bank of America
4
Bank of America
North Carolina
$152M 1,407,534 +132,096 +10%
BlackRock
5
BlackRock
New York
$134M 1,242,357 -15,317 -1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$134M 1,240,005 -5,989 -0.5%
CSIA
7
Charles Schwab Investment Advisory
California
$121M 1,118,240 +24,170 +2%
Goldman Sachs
8
Goldman Sachs
New York
$119M 1,105,451 -427,170 -28%
KeyBank National Association
9
KeyBank National Association
Ohio
$109M 1,010,279 +14,088 +1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$76.1M 705,414 -3,845 -0.5%
U
11
UBS
Switzerland
$72.2M 668,856 -16,867 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$70.8M 656,541 +535 +0.1%
SMA
13
Simply Money Advisors
Ohio
$69.2M 641,618 -191,424 -23%
CC
14
Curian Capital
Colorado
$66.6M 617,566 -141,806 -19%
EB
15
Eastern Bank
Massachusetts
$44.9M 416,130 -2,786 -0.7%
CPO
16
Cerity Partners OCIO
New York
$41.7M 386,477 -9,841 -2%
JIR
17
James Investment Research
Ohio
– – – –
HTC
18
Haverford Trust Company
Pennsylvania
$32.8M 304,205 +304,205 New
US Bancorp
19
US Bancorp
Minnesota
$32.7M 303,255 -8,267 -3%
BSB
20
Bangor Savings Bank
Maine
$28M 259,903 +4,133 +2%
BIM
21
BlackRock Investment Management
Delaware
$28M 259,613 +1,147 +0.4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$27.5M 254,290 -304,153 -54%
SR
23
Swiss Reinsurance
Switzerland
$26.7M 341,228 -94,000 -22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$26.4M 244,399 -17,659 -7%
CNB
25
City National Bank
California
$25.8M 239,104 +31,871 +15%
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