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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 %
AIP
301
Ameritas Investment Partners
Nebraska
$438K +$438K +8,306 New
RMCM
302
Reynders McVeigh Capital Management
Massachusetts
$435K -$2.22K -42 -0.5%
SS
303
SG Select
Florida
$435K +$106K +2,008 +32%
NES
304
New England Securities
New York
$433K +$36.9K +700 +9%
WPC
305
Waters Parkerson & Co
Louisiana
$429K -$140K -2,650 -25%
CHAM
306
Clear Harbor Asset Management
Connecticut
$429K +$6.33K +120 +1%
ECAM
307
East Coast Asset Management
Massachusetts
$424K -$19.7K -374 -4%
DBT
308
Dubuque Bank & Trust
Iowa
$403K +$62.2K +1,180 +18%
GT
309
Greenleaf Trust
Michigan
$400K +$400K +7,592 New
KFS
310
KMS Financial Services
Washington
$392K +$24.4K +462 +7%
TFA
311
Transamerica Financial Advisors
Florida
$383K +$152K +2,884 +66%
HPBT
312
High Point Bank & Trust
North Carolina
$379K -$107K -2,028 -22%
LFG
313
LifePlan Financial Group
Ohio
$357K -$11.4K -216 -3%
UR
314
USCA RIA
Texas
$353K – – –
Creative Planning
315
Creative Planning
Kansas
$350K -$346K -6,560 -50%
AWM
316
Altavista Wealth Management
North Carolina
$333K – – –
CWM
317
Concert Wealth Management
California
$330K +$44.4K +844 +16%
PFS
318
Prospera Financial Services
Texas
$328K -$286K -5,418 -47%
FAM
319
Formidable Asset Management
Ohio
$320K +$31.7K +600 +11%
MRCM
320
M&R Capital Management
New Jersey
$316K – – –
SNT
321
Security National Trust
West Virginia
$316K +$105K +2,000 +50%
BBA
322
BLB&B Advisors
Pennsylvania
$315K – – –
WS
323
Wedbush Securities
California
$301K +$301K +5,716 New
FCB
324
First Citizens Bancorporation
South Carolina
$294K -$194K -3,680 -40%
BRWA
325
B. Riley Wealth Advisors
Florida
$294K -$3.69K -70 -1%
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