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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 %
NSCM
276
New South Capital Management
Tennessee
$663K – – –
AB
277
AT Bancorp
Iowa
$643K – – –
IPC
278
Independent Portfolio Consultants
Florida
$643K +$22.7K +430 +4%
TFA
279
Transamerica Financial Advisors
Florida
$634K +$251K +4,744 +65%
Comerica Bank
280
Comerica Bank
Texas
$601K -$94.6K -1,792 -14%
AWM
281
Avior Wealth Management
Nebraska
$593K +$65.6K +1,242 +12%
ICAS
282
Investors Capital Advisory Services
Massachusetts
$590K -$8.45K -160 -1%
RBC
283
Ronald Blue & Co
Georgia
$589K -$58.5K -1,106 -9%
EAM
284
Evanson Asset Management
California
$584K +$124K +2,342 +27%
TNB
285
Thomasville National Bank
Georgia
$559K – – –
DBT
286
Dubuque Bank & Trust
Iowa
$546K +$142K +2,690 +35%
ACM
287
Avalon Capital Management
California
$528K – – –
ARMC
288
American Research & Management Company
Massachusetts
$508K – – –
MFBTD
289
MB Financial Bank - Trust Department
Illinois
$487K -$291K -5,504 -37%
WRM
290
Westport Resources Management
Connecticut
$481K +$9.83K +186 +2%
RT
291
Reliance Trust
Georgia
$477K -$40K -758 -8%
NIA
292
Northstar Investment Advisors
Colorado
$470K -$35.9K -680 -7%
YP
293
Yellowstone Partners
Idaho
$465K -$141K -2,674 -23%
WA
294
WFG Advisors
Texas
$464K +$21.7K +410 +5%
OA
295
Oxbow Advisors
Texas
$462K – – –
BFA
296
BlackRock Fund Advisors
California
$457K +$457K +8,646 New
NES
297
New England Securities
New York
$452K +$18.8K +356 +4%
WPC
298
Waters Parkerson & Co
Louisiana
$451K +$21.1K +400 +5%
RMAM
299
Raab & Moskowitz Asset Management
New Jersey
$449K – – –
CHAM
300
Clear Harbor Asset Management
Connecticut
$440K +$10.6K +200 +2%
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12
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