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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+12
Holders Change %
+3.5%
% of All Funds
11.51%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
2.11%
New
36
Increased
148
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$162M
2
Wells Fargo
Wells Fargo
California
$494M
3
Goldman Sachs
Goldman Sachs
New York
$66.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$94.3M
5
BIM
BlackRock Investment Management
Delaware
$53.2M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$27.7M
2
WI
WBI Investments
New Jersey
$0
3
JIR
James Investment Research
Ohio
$58.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$14M
5
RIG
RiverFront Investment Group
Virginia
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
226
Aspiriant LLC
California
$1.19M -$1.52M -28,912 -56%
SIA
227
SeaBridge Investment Advisors
New Jersey
$1.19M +$1.19M +22,520 New
Creative Planning
228
Creative Planning
Kansas
$1.15M +$568K +10,784 +98%
CP
229
Corbenic Partners
Pennsylvania
$1.13M -$189K -3,600 -14%
ClearBridge Investments
230
ClearBridge Investments
New York
$1.12M +$279K +5,298 +33%
FNBT
231
FineMark National Bank & Trust
Florida
$1.1M +$559K +10,612 +103%
PHS
232
Pekin Hardy Strauss
Illinois
$1.09M -$279K -5,300 -20%
FHA
233
First Horizon Advisors
Tennessee
$1.06M +$198K +3,766 +23%
KC
234
Kingfisher Capital
North Carolina
$1.03M +$451K +8,574 +79%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$3.16K +60 +0.3%
BFA
236
Bragg Financial Advisors
North Carolina
$1.01M -$37.3K -708 -4%
CIM
237
Confluence Investment Management
Missouri
$1M -$9.68M -183,880 -91%
AIP
238
Ameritas Investment Partners
Nebraska
$984K +$561K +10,662 +133%
BOK
239
Bank of Kentucky
Kentucky
$939K +$234K +4,446 +33%
OA
240
Oxbow Advisors
Texas
$836K – – –
TCM
241
Telos Capital Management
California
$823K +$243K +4,620 +42%
RFS
242
Rockefeller Financial Services
New York
$807K – – –
GHA
243
GW Henssler & Associates
Georgia
$783K +$199K +3,790 +34%
FIAS
244
FinTrust Investment Advisory Services
South Carolina
$775K -$359K -6,832 -32%
DP
245
Dearborn Partners
Illinois
$755K -$42.1K -800 -5%
AB
246
AT Bancorp
Iowa
$735K – – –
PFS
247
Prospera Financial Services
Texas
$731K -$211K -4,008 -22%
William Blair & Company
248
William Blair & Company
Illinois
$727K +$37.9K +720 +6%
ARMC
249
American Research & Management Company
Massachusetts
$725K -$342K -6,490 -32%
IC
250
Iconiq Capital
California
$705K +$705K +13,384 New
8 9
10
11 12