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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

388 hedge funds and large institutions have $6.62B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
11.27%
Holding in Top 10
71
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.23%
% of All Funds
2.06%
New
64
Increased
144
Reduced
127
Closed
26
Calls
$1.16M
Puts
$475K
Net Calls
+$685K
Net Calls Change
+$685K

Top Buyers

1
U
UBS
Switzerland
$481M
2
Bank of America
Bank of America
North Carolina
$399M
3
Morgan Stanley
Morgan Stanley
New York
$459M
4
Goldman Sachs
Goldman Sachs
New York
$104M
5
RIG
RiverFront Investment Group
Virginia
$127M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
$139K
2
JIR
James Investment Research
Ohio
$48.1M
3
LPL Financial
LPL Financial
California
$105M
4
IT
Investors Trust
Texas
$0
5
EFM
Equinox Fund Management
Colorado
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
226
FineMark National Bank & Trust
Florida
$1.38M +$276K +5,240 +25%
TWM
227
Torch Wealth Management
Ohio
$1.35M +$1.35M +25,508 New
OWP
228
Obermeyer Wealth Partners
Colorado
$1.34M -$5.27K -100 -0.4%
HA
229
Hamel Associates
New Jersey
$1.32M +$1.32M +25,000 New
BFA
230
Bragg Financial Advisors
North Carolina
$1.31M +$297K +5,638 +29%
Millennium Management
231
Millennium Management
New York
$1.3M -$355K -6,738 -21%
PHS
232
Pekin Hardy Strauss
Illinois
$1.28M +$187K +3,550 +17%
CFS
233
Community Financial System
New York
$1.24M -$937K -17,768 -43%
LC
234
Lourd Capital
California
$1.24M – – –
UCFA
235
United Capital Financial Advisors
Texas
$1.23M -$12.5M -236,912 -91%
BOK
236
Bank of Kentucky
Kentucky
$1.19M +$247K +4,680 +26%
PVH
237
Psagot Value Holdings
Israel
$1.16M -$45.3K -860 -4%
BA
238
Bridgewater Advisors
New York
$1.15M +$1.15M +21,730 New
ClearBridge Investments
239
ClearBridge Investments
New York
$1.13M +$2.85K +54 +0.3%
SIA
240
SeaBridge Investment Advisors
New Jersey
$1.11M -$76K -1,440 -6%
LTI
241
Laffer Tengler Investments
Tennessee
$1.1M +$1.1M +20,876 New
PGFC
242
Peapack-Gladstone Financial Corp
New Jersey
$1.01M – – –
GHA
243
GW Henssler & Associates
Georgia
$1.01M +$221K +4,200 +28%
Nomura Holdings
244
Nomura Holdings
Japan
$991K -$2.81M -53,280 -74%
KC
245
Kingfisher Capital
North Carolina
$978K -$49.2K -934 -5%
PIA
246
Peachtree Investment Advisors
Georgia
$965K +$965K +18,302 New
WA
247
Winfield Associates
Ohio
$960K +$960K +18,200 New
CS
248
Comerica Securities
Michigan
$913K +$681K +12,914 +294%
FWC
249
First Washington Corp
Washington
$896K +$243K +4,600 +37%
TCM
250
Telos Capital Management
California
$872K +$47K +890 +6%
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