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iShares 1-5 Year Investment Grade Corporate Bond ETF

388 hedge funds and large institutions have $6.62B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
11.27%
Holding in Top 10
71
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.23%
% of All Funds
2.06%
New
64
Increased
144
Reduced
127
Closed
26
Calls
$1.16M
Puts
$475K
Net Calls
+$685K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Shares
Change %
RMAM
301
Raab & Moskowitz Asset Management
New Jersey
$416K +$416K +7,896 New
GG
302
Gofen & Glossberg
Illinois
$410K
NES
303
New England Securities
New York
$396K +$74.9K +1,420 +23%
KFS
304
KMS Financial Services
Washington
$368K -$155K -2,928 -30%
LFG
305
LifePlan Financial Group
Ohio
$368K +$119K +2,258 +48%
SC
306
Scotia Capital
Ontario, Canada
$354K +$354K +6,720 New
UR
307
USCA RIA
Texas
$353K
DBT
308
Dubuque Bank & Trust
Iowa
$341K +$254K +4,820 +294%
EAM
309
Evanson Asset Management
California
$340K +$340K +6,444 New
AWM
310
Altavista Wealth Management
North Carolina
$333K -$51.1K -970 -13%
BOH
311
Bank of Hawaii
Hawaii
$330K -$46.7K -886 -12%
SS
312
SG Select
Florida
$329K -$5.59K -106 -2%
SFG
313
Sage Financial Group
Pennsylvania
$327K +$327K +6,202 New
CCFCSB
314
Cape Cod Five Cents Savings Bank
Massachusetts
$317K
BBA
315
BLB&B Advisors
Pennsylvania
$315K -$7.92K -150 -2%
NAM
316
NTV Asset Management
West Virginia
$315K +$315K +5,980 New
CIBC World Market
317
CIBC World Market
Ontario, Canada
$311K
NFG
318
Nadler Financial Group
Illinois
$302K +$56.5K +1,070 +23%
BRWA
319
B. Riley Wealth Advisors
Florida
$298K
EIA
320
Edgemoor Investment Advisors
Maryland
$297K
FAM
321
Formidable Asset Management
Ohio
$288K
SA
322
SRH Advisors
Kansas
$287K +$287K +5,450 New
CWM
323
Concert Wealth Management
California
$286K -$6K -114 -2%
SCG
324
Strategic Capital Group
Washington
$279K -$21.1K -400 -7%
LJHT
325
Laurie J. Hall Trustee
$269K -$30K -568 -10%