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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

401 hedge funds and large institutions have $6.41B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 146 increasing their positions, 171 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
11.64%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
1.74%
New
21
Increased
146
Reduced
171
Closed
21
Calls
–
Puts
$600K
Net Calls
-$600K
Net Calls Change
+$129K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$311M
3
TH
TCTC Holdings
Texas
$20.9M
4
KACA
Kayne Anderson Capital Advisors
California
$13.5M
5
SC
SouthState Corp
Florida
$12M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$51.5M
2
SCM
Saba Capital Management
New York
$24.1M
3
JIR
James Investment Research
Ohio
$48.1M
4
Bank of America
Bank of America
North Carolina
$411M
5
SAS
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
226
Invesco
Georgia
$1.37M -$14.1K -268 -1%
SFSG
227
Stearns Financial Services Group
North Carolina
$1.37M -$58.4K -1,110 -4%
MFO
228
Marcuard Family Office
Switzerland
$1.35M -$2.53M -48,140 -65%
HA
229
Hamel Associates
New Jersey
$1.32M – – –
FSC
230
Fiduciary Services Corp
Georgia
$1.3M -$154K -2,930 -11%
SIC
231
Sigma Investment Counselors
Michigan
$1.25M -$203K -3,864 -14%
CFS
232
Community Financial System
New York
$1.24M -$39.3K -746 -3%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$1.23M -$172K -3,278 -12%
CIA
234
Capital Investment Advisors
Georgia
$1.21M +$244K +4,626 +25%
LC
235
Lourd Capital
California
$1.17M -$24.8K -472 -2%
NPF
236
Norris Perne & French
Michigan
$1.17M +$173K +3,290 +17%
TCM
237
Telos Capital Management
California
$1.16M -$41.6K -790 -3%
WA
238
Winfield Associates
Ohio
$1.14M -$52.7K -1,000 -4%
CFSG
239
Community Financial Services Group
Vermont
$1.13M -$1.38M -26,274 -55%
AIM
240
Aspen Investment Management
Michigan
$1.11M +$105K +2,000 +10%
SIA
241
SeaBridge Investment Advisors
New Jersey
$1.08M -$31.6K -600 -3%
BFA
242
BlackRock Fund Advisors
California
$1.08M +$622K +11,816 +137%
BFA
243
Bragg Financial Advisors
North Carolina
$1.04M -$73.7K -1,400 -7%
ClearBridge Investments
244
ClearBridge Investments
New York
$1.04M -$10.5K -200 -1%
AWA
245
ARS Wealth Advisors
Florida
$1.03M +$76.6K +1,454 +8%
SC
246
Scotia Capital
Ontario, Canada
$1.02M +$662K +12,580 +185%
MMA
247
Miracle Mile Advisors
California
$1.02M -$14.7K -280 -1%
PIA
248
Peachtree Investment Advisors
Georgia
$1.01M -$50K -950 -5%
IT
249
Investors Trust
Texas
$954K -$2.02M -38,336 -68%
ACM
250
Antonetti Capital Management
Florida
$951K -$1.26M -23,934 -57%
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