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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 %
B
251
Bailard
California
$901K -$5.02M -95,418 -85%
RJT
252
Raymond James Trust
Florida
$893K -$146K -2,772 -14%
LTI
253
Laffer Tengler Investments
Tennessee
$862K +$10.2K +194 +1%
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$862K +$61.4K +1,166 +8%
PGFC
255
Peapack-Gladstone Financial Corp
New Jersey
$860K – – –
BAM
256
Brave Asset Management
New Jersey
$842K – – –
CB
257
Commerce Bank
Missouri
$836K +$16.2K +308 +2%
William Blair & Company
258
William Blair & Company
Illinois
$821K -$201K -3,818 -20%
MFBTD
259
MB Financial Bank - Trust Department
Illinois
$820K +$334K +6,330 +69%
NGA
260
Naples Global Advisors
Florida
$809K +$78.9K +1,500 +11%
RFS
261
Rockefeller Financial Services
New York
$807K – – –
TFA
262
Transamerica Financial Advisors
Florida
$805K +$173K +3,284 +27%
CCG
263
Chatham Capital Group
Georgia
$790K +$790K +15,000 New
EIA
264
Edgemoor Investment Advisors
Maryland
$788K -$346K -6,580 -31%
ICOA
265
Investment Centers of America
North Dakota
$773K +$367K +7,000 +90%
CAN
266
Cetera Advisor Networks
California
$771K -$16.5K -314 -2%
GAG
267
GM Advisory Group
New York
$762K -$271K -5,152 -26%
PVH
268
Psagot Value Holdings
Israel
$752K -$24.9K -472 -3%
DP
269
Dearborn Partners
Illinois
$727K -$10.5K -200 -1%
V
270
Veritable
Delaware
$717K -$3.47M -65,948 -83%
BAAM
271
Baker Avenue Asset Management
California
$716K -$2.8M -53,096 -80%
FIM
272
Freedom Investment Management
Connecticut
$682K -$24.5K -466 -3%
NSCM
273
New South Capital Management
Tennessee
$661K – – –
AB
274
AT Bancorp
Iowa
$640K – – –
ST
275
Sentinel Trust
Texas
$634K -$813K -15,440 -56%
9 10
11
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