IGSB icon

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 %
IPC
276
Independent Portfolio Consultants
Florida
$618K +$618K +11,734 New
AF
277
Aldebaran Financial
$607K -$34.8K -660 -5%
YP
278
Yellowstone Partners
Idaho
$605K +$75.5K +1,432 +14%
SC
279
Scotia Capital
Ontario, Canada
$602K +$248K +4,700 +70%
IH
280
IFC Holdings
Florida
$601K -$38.5K -734 -6%
ICAS
281
Investors Capital Advisory Services
Massachusetts
$597K +$129K +2,444 +27%
CSIC
282
Clifford Swan Investment Counsel
California
$579K – – –
TNB
283
Thomasville National Bank
Georgia
$558K – – –
ACM
284
Avalon Capital Management
California
$527K – – –
AWM
285
Avior Wealth Management
Nebraska
$526K +$45.8K +870 +10%
SGCA
286
Steel Grove Capital Advisors
Tennessee
$523K +$523K +9,914 New
RT
287
Reliance Trust
Georgia
$517K +$248K +4,708 +92%
ARMC
288
American Research & Management Company
Massachusetts
$507K -$111K -2,100 -18%
NIA
289
Northstar Investment Advisors
Colorado
$505K -$68.1K -1,290 -12%
CBU
290
CIBC Bank USA
Illinois
$489K +$63.2K +1,200 +15%
AIM
291
Aspen Investment Management
Michigan
$482K -$21.1K -400 -4%
CB
292
Chemical Bank
Michigan
$473K +$35.1K +666 +8%
WRM
293
Westport Resources Management
Connecticut
$470K -$111K -2,100 -19%
GLA
294
Great Lakes Advisors
Illinois
$470K +$470K +8,918 New
GHA
295
GW Henssler & Associates
Georgia
$467K -$540K -10,228 -54%
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$464K -$170K -3,214 -27%
OA
297
Oxbow Advisors
Texas
$461K – – –
EAM
298
Evanson Asset Management
California
$459K +$119K +2,266 +35%
RMAM
299
Raab & Moskowitz Asset Management
New Jersey
$448K +$31.3K +594 +8%
WA
300
WFG Advisors
Texas
$441K -$147K -2,798 -25%
10 11
12
13 14