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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.

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
1
Fidelity Investments
Massachusetts
$200M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$311M
3
TH
3
TCTC Holdings
Texas
$20.9M
4
KACA
4
Kayne Anderson Capital Advisors
California
$13.5M
5
SC
5
SouthState Corp
Florida
$12M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$51.5M
2
SCM
2
Saba Capital Management
New York
$24.1M
3
JIR
3
James Investment Research
Ohio
$48.1M
4
Bank of America
4
Bank of America
North Carolina
$411M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICAS
276
Investors Capital Advisory Services
Massachusetts
$632K 6,011 +422 +8%
Mitsubishi UFJ Trust & Banking
277
Mitsubishi UFJ Trust & Banking
Japan
$583K 5,536 +5,536 New
EAM
278
Evanson Asset Management
California
$582K 5,533 +7 +0.1%
DBT
279
Dubuque Bank & Trust
Iowa
$580K 5,510 +345 +7%
AWM
280
Avior Wealth Management
Nebraska
$572K 5,435 -177 -3%
TNB
281
Thomasville National Bank
Georgia
$557K 5,288 – –
ZIM
282
Zacks Investment Management
Illinois
$554K 5,259 -1,594 -23%
RMAM
283
Raab & Moskowitz Asset Management
New Jersey
$531K 5,045 +800 +19%
ACM
284
Avalon Capital Management
California
$526K 5,000 – –
BWM
285
Baystate Wealth Management
Massachusetts
$523K 4,963 -1,435 -22%
GLA
286
Great Lakes Advisors
Illinois
$519K 4,927 +2,608 +112%
RBCM
287
Raub Brock Capital Management
California
$516K 4,901 -1,858 -27%
HNB
288
Huntington National Bank
Ohio
– – – –
WA
289
WFG Advisors
Texas
$505K 4,796 +406 +9%
OA
290
Oxbow Advisors
Texas
$496K 4,709 +335 +8%
FBA
291
Front Barnett Associates
Illinois
$494K 4,690 +2,345 +100%
WA
292
WestEnd Advisors
North Carolina
$493K 4,685 +2,945 +169%
KTC
293
Kistler-Tiffany Companies
Pennsylvania
$491K 4,665 +2,226 +91%
SSWM
294
Smith Salley Wealth Management
North Carolina
$484K 4,598 -2,971 -39%
ANBTV
295
American National Bank & Trust (Virginia)
Virginia
$484K 4,598 -2,195 -32%
WRM
296
Westport Resources Management
Connecticut
$479K 4,551 – –
FHC
297
First Heartland Consultants
Missouri
$468K 4,450 +1,780 +67%
CHAM
298
Clear Harbor Asset Management
Connecticut
$459K 4,360 +192 +5%
FWC
299
First Washington Corp
Washington
$451K 4,277 -10,627 -71%
NES
300
New England Securities
New York
$438K 4,160 -120 -3%
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