IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+12
Holders Change %
+3.5%
% of All Funds
11.51%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
2.11%
New
36
Increased
148
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$162M
2
Wells Fargo
Wells Fargo
California
$494M
3
Goldman Sachs
Goldman Sachs
New York
$66.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$94.3M
5
BIM
BlackRock Investment Management
Delaware
$53.2M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$27.7M
2
WI
WBI Investments
New Jersey
$0
3
JIR
James Investment Research
Ohio
$58.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$14M
5
RIG
RiverFront Investment Group
Virginia
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
276
Gofen & Glossberg
Illinois
$410K – – –
NIA
277
Northstar Investment Advisors
Colorado
$396K +$396K +7,532 New
AWM
278
Altavista Wealth Management
North Carolina
$384K +$2.53K +48 +0.7%
BOH
279
Bank of Hawaii
Hawaii
$376K +$68.4K +1,300 +22%
WJA
280
Williams Jones & Associates
New York
$374K -$132K -2,500 -26%
CHJWM
281
Carlton Hofferkamp & Jenks Wealth Management
Texas
$374K -$7.89K -150 -2%
UR
282
USCA RIA
Texas
$352K +$352K +6,686 New
FM
283
Foster & Motley
Ohio
$350K +$54.7K +1,040 +19%
SCM
284
Summit Capital Management
Washington
$348K -$79K -1,500 -18%
SS
285
SG Select
Florida
$334K +$334K +6,340 New
BBA
286
BLB&B Advisors
Pennsylvania
$322K +$322K +6,120 New
NES
287
New England Securities
New York
$320K -$87.7K -1,668 -22%
CCFCSB
288
Cape Cod Five Cents Savings Bank
Massachusetts
$317K +$5.27K +100 +2%
FBA
289
Front Barnett Associates
Illinois
$316K +$316K +6,000 New
CIBC World Market
290
CIBC World Market
Ontario, Canada
$310K – – –
SCG
291
Strategic Capital Group
Washington
$300K – – –
BRWA
292
B. Riley Wealth Advisors
Florida
$298K -$322K -6,116 -52%
LJHT
293
Laurie J. Hall Trustee
$298K +$14.9K +284 +5%
EIA
294
Edgemoor Investment Advisors
Maryland
$297K – – –
CWM
295
Concert Wealth Management
California
$292K +$43.1K +818 +17%
FAM
296
Formidable Asset Management
Ohio
$287K +$287K +5,460 New
FHC
297
First Heartland Consultants
Missouri
$278K -$35.7K -680 -11%
NB
298
NBT Bank
New York
$268K – – –
Schroder Investment Management Group
299
Schroder Investment Management Group
United Kingdom
$266K +$266K +5,062 New
AIM
300
Aspen Investment Management
Michigan
$252K +$252K +4,780 New
10 11
12
13 14