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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 %
MHS
251
M Holdings Securities
Oregon
$818K +$818K +15,508 New
CP
252
Corbenic Partners
Pennsylvania
$813K -$315K -5,978 -28%
RFS
253
Rockefeller Financial Services
New York
$809K – – –
Comerica Bank
254
Comerica Bank
Texas
$807K -$2.28M -43,238 -74%
BWM
255
Baystate Wealth Management
Massachusetts
$786K +$786K +14,912 New
SAS
256
Stelac Advisory Services
New York
$779K -$1.4M -26,640 -64%
AWA
257
ARS Wealth Advisors
Florida
$769K +$769K +14,586 New
SSG
258
Summit Securities Group
New York
$756K +$756K +14,340 New
RJT
259
Raymond James Trust
Florida
$745K +$73.5K +1,394 +11%
DP
260
Dearborn Partners
Illinois
$738K -$18.5K -350 -2%
NGA
261
Naples Global Advisors
Florida
$737K +$737K +13,974 New
CAN
262
Cetera Advisor Networks
California
$715K +$29.2K +554 +4%
IC
263
Iconiq Capital
California
$706K – – –
Creative Planning
264
Creative Planning
Kansas
$696K -$452K -8,580 -39%
GCT
265
Galaxy Capital Trading
British Virgin Islands
$675K +$41.5K +788 +7%
William Blair & Company
266
William Blair & Company
Illinois
$665K -$63.3K -1,200 -9%
CIA
267
Capital Investment Advisors
Georgia
$665K +$665K +12,616 New
IH
268
IFC Holdings
Florida
$641K -$2.23M -42,460 -78%
AF
269
Aldebaran Financial
$641K +$641K +12,162 New
ICOA
270
Investment Centers of America
North Dakota
$634K -$3.28M -62,432 -84%
KTC
271
Kistler-Tiffany Companies
Pennsylvania
$633K -$18K -342 -3%
ARMC
272
American Research & Management Company
Massachusetts
$618K -$108K -2,050 -15%
PFS
273
Prospera Financial Services
Texas
$613K -$119K -2,266 -16%
WA
274
WFG Advisors
Texas
$589K -$44.5K -844 -7%
WRM
275
Westport Resources Management
Connecticut
$581K -$15.8K -300 -3%
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