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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

403 hedge funds and large institutions have $6.57B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+8
Holders Change %
+2.03%
% of All Funds
11.59%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.78%
New
34
Increased
144
Reduced
169
Closed
22
Calls
–
Puts
$729K
Net Calls
-$729K
Net Calls Change
-$834K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$90.6M
2
DPIM
Duff & Phelps Investment Management
Illinois
$115M
3
SCM
Saba Capital Management
New York
$74.1M
4
BlackRock
BlackRock
New York
$525M
5
Bank of America
Bank of America
North Carolina
$449M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$826K
2
U
UBS
Switzerland
$261M
3
USAA
United Services Automobile Association
Texas
$0
4
FWP
FAS Wealth Partners
Kansas
$266K
5
JIR
James Investment Research
Ohio
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
226
Horizon Investment Services
Indiana
$1.47M -$29.5K -558 -2%
SIC
227
Sigma Investment Counselors
Michigan
$1.46M -$285K -5,390 -16%
FSC
228
Fiduciary Services Corp
Georgia
$1.46M -$17.1K -324 -1%
ST
229
Sentinel Trust
Texas
$1.45M -$48.6K -920 -3%
SFSG
230
Stearns Financial Services Group
North Carolina
$1.43M -$195K -3,694 -12%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$1.41M -$46.6K -882 -3%
CCM
232
Coe Capital Management
Illinois
$1.4M +$24.8K +470 +2%
Invesco
233
Invesco
Georgia
$1.39M -$212K -4,010 -13%
HA
234
Hamel Associates
New Jersey
$1.32M – – –
BOK
235
Bank of Kentucky
Kentucky
$1.3M +$64.2K +1,214 +5%
BA
236
Bridgewater Advisors
New York
$1.3M +$136K +2,580 +12%
CFS
237
Community Financial System
New York
$1.28M +$24.3K +460 +2%
TCM
238
Telos Capital Management
California
$1.21M +$176K +3,330 +17%
LC
239
Lourd Capital
California
$1.2M – – –
WA
240
Winfield Associates
Ohio
$1.2M +$149K +2,824 +14%
PGA
241
Portland Global Advisors
Maine
$1.16M +$1.16M +21,922 New
EIA
242
Edgemoor Investment Advisors
Maryland
$1.14M +$862K +16,310 +311%
BFA
243
Bragg Financial Advisors
North Carolina
$1.12M -$102K -1,936 -8%
SIA
244
SeaBridge Investment Advisors
New Jersey
$1.11M – – –
PIA
245
Peachtree Investment Advisors
Georgia
$1.07M +$256K +4,852 +32%
ClearBridge Investments
246
ClearBridge Investments
New York
$1.05M -$36.1K -684 -3%
CAW
247
Cornerstone Advisors (Washington)
Washington
$1.05M +$1.05M +19,802 New
RJT
248
Raymond James Trust
Florida
$1.04M +$75.2K +1,422 +8%
GAG
249
GM Advisory Group
New York
$1.04M -$777K -14,700 -43%
MMA
250
Miracle Mile Advisors
California
$1.03M +$1.03M +19,572 New
8 9
10
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