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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 %
William Blair & Company
251
William Blair & Company
Illinois
$1.03M -$3.62M -68,388 -78%
AIM
252
Aspen Investment Management
Michigan
$1.01M +$528K +10,000 +109%
NPF
253
Norris Perne & French
Michigan
$1M +$68.7K +1,300 +7%
NCM
254
Novare Capital Management
North Carolina
$1M +$1M +18,940 New
CIA
255
Capital Investment Advisors
Georgia
$971K +$254K +4,804 +35%
AWA
256
ARS Wealth Advisors
Florida
$961K +$87K +1,646 +10%
KC
257
Kingfisher Capital
North Carolina
$949K +$33.5K +634 +4%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$863K -$153K -2,900 -15%
LTI
259
Laffer Tengler Investments
Tennessee
$855K -$227K -4,292 -21%
BAM
260
Brave Asset Management
New Jersey
$845K – – –
WIM
261
Windhaven Investment Management
Massachusetts
$826K -$1.02B -19,335,820 -100%
CB
262
Commerce Bank
Missouri
$823K +$24.4K +462 +3%
RFS
263
Rockefeller Financial Services
New York
$810K – – –
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$804K +$161K +3,050 +25%
SSWM
265
Smith Salley Wealth Management
North Carolina
$799K +$799K +15,138 New
CAN
266
Cetera Advisor Networks
California
$790K -$1.59K -30 -0.2%
PVH
267
Psagot Value Holdings
Israel
$780K -$176K -3,336 -18%
CS
268
Comerica Securities
Michigan
$769K -$11.6K -220 -1%
DP
269
Dearborn Partners
Illinois
$741K -$20.1K -380 -3%
NGA
270
Naples Global Advisors
Florida
$733K -$5.28K -100 -0.7%
ZIM
271
Zacks Investment Management
Illinois
$724K +$24.7K +468 +4%
ANBTV
272
American National Bank & Trust (Virginia)
Virginia
$717K -$70.4K -1,334 -9%
RBCM
273
Raub Brock Capital Management
California
$714K +$714K +13,518 New
FIM
274
Freedom Investment Management
Connecticut
$709K -$1.27K -24 -0.2%
BWM
275
Baystate Wealth Management
Massachusetts
$676K -$24.5K -464 -3%
9 10
11
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