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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

395 hedge funds and large institutions have $7.82B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 179 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
11.42%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
2.11%
New
37
Increased
179
Reduced
134
Closed
29
Calls
$422K
Puts
$317K
Net Calls
+$105K
Net Calls Change
-$580K

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
+$1.02B
2
RIG
RiverFront Investment Group
Virginia
+$43.3M
3
BIT
BlackRock Institutional Trust
California
+$42.8M
4
VKH
Virtu KCG Holdings
New York
+$28.4M
5
U
UBS
Switzerland
+$20.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$68.4M
2
JIR
James Investment Research
Ohio
-$48.1M
3
SR
Swiss Reinsurance
Switzerland
-$44.4M
4
LPL Financial
LPL Financial
California
-$39.1M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
251
Raymond James Trust
Florida
$966K +$220K +4,176 +30%
PVH
252
Psagot Value Holdings
Israel
$954K -$203K -3,858 -18%
NPF
253
Norris Perne & French
Michigan
$931K +$931K +17,650 New
KC
254
Kingfisher Capital
North Carolina
$913K -$65.2K -1,236 -7%
AWA
255
ARS Wealth Advisors
Florida
$872K +$103K +1,954 +13%
BAM
256
Brave Asset Management
New Jersey
$844K +$844K +16,000 New
PIA
257
Peachtree Investment Advisors
Georgia
$810K -$156K -2,952 -16%
RFS
258
Rockefeller Financial Services
New York
$809K – – –
CB
259
Commerce Bank
Missouri
$797K +$290K +5,500 +57%
CAN
260
Cetera Advisor Networks
California
$791K +$74.8K +1,416 +10%
ANBTV
261
American National Bank & Trust (Virginia)
Virginia
$786K +$351K +6,660 +81%
CS
262
Comerica Securities
Michigan
$779K -$133K -2,526 -15%
MFBTD
263
MB Financial Bank - Trust Department
Illinois
$776K +$690K +13,090 +805%
DP
264
Dearborn Partners
Illinois
$759K +$21.1K +400 +3%
NGA
265
Naples Global Advisors
Florida
$737K – – –
CIA
266
Capital Investment Advisors
Georgia
$716K +$50.6K +960 +8%
FIM
267
Freedom Investment Management
Connecticut
$709K -$794K -15,048 -53%
BWM
268
Baystate Wealth Management
Massachusetts
$699K -$87.1K -1,652 -11%
ZIM
269
Zacks Investment Management
Illinois
$698K +$698K +13,238 New
Comerica Bank
270
Comerica Bank
Texas
$695K -$112K -2,128 -14%
G
271
GlobalBridge
Minnesota
$692K +$249K +4,726 +56%
NSCM
272
New South Capital Management
Tennessee
$662K +$458K +8,680 +224%
RBC
273
Ronald Blue & Co
Georgia
$646K -$1.69M -32,098 -72%
AB
274
AT Bancorp
Iowa
$642K +$106K +2,000 +20%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$641K +$90K +1,708 +16%
9 10
11
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