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iShares 1-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
301
IMA Advisory Services
Colorado
$251K
LFG
302
LifePlan Financial Group
Ohio
$249K -$519K -9,852 -68%
MIM
303
Montgomery Investment Management
Maryland
$248K -$39.4K -750 -14%
NFG
304
Nadler Financial Group
Illinois
$245K +$245K +4,650 New
M
305
MOTCO
Texas
$242K
PWM
306
ParenteBeard Wealth Management
Pennsylvania
$242K +$105 +2 +0%
FAT
307
First American Trust
California
$242K +$242K +4,598 New
ESBC
308
E.S. Barr & Co
Kentucky
$242K +$242K +4,600 New
LIM
309
Leavell Investment Management
Alabama
$237K
CC
310
Cornerstone Capital
California
$235K +$235K +4,470 New
JA
311
JOYN Advisors
Georgia
$232K +$232K +4,400 New
CS
312
Comerica Securities
Michigan
$231K +$736 +14 +0.3%
RT
313
Reliance Trust
Georgia
$231K +$28.7K +546 +14%
CCM
314
Chilton Capital Management
Texas
$229K
WA
315
WestEnd Advisors
North Carolina
$224K -$110K -2,088 -33%
MPAM
316
Murphy Pohlad Asset Management
Minnesota
$223K
BHTS
317
Bar Harbor Trust Services
Maine
$221K -$210K -4,000 -49%
AIS
318
American Investment Services
Massachusetts
$217K
AFC
319
AFT Forsyth & Company
Florida
$214K +$128K +2,420 +148%
FCT
320
Family Capital Trust
Massachusetts
$212K
SNT
321
Security National Trust
West Virginia
$211K
NSCM
322
New South Capital Management
Tennessee
$204K
TF
323
Tompkins Financial
New York
$200K -$53.7K -1,020 -21%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$187K +$187K +3,548 New
AA
325
AlphaMark Advisors
Kentucky
$158K