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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 %
RMCM
301
Reynders McVeigh Capital Management
Massachusetts
$436K – – –
CB
302
Chemical Bank
Michigan
$420K -$55K -1,040 -12%
WF
303
WealthTrust Fairport
Ohio
$415K -$1.5M -28,460 -78%
GHA
304
GW Henssler & Associates
Georgia
$412K -$55.3K -1,048 -12%
ICOA
305
Investment Centers of America
North Dakota
$407K -$3.51M -66,760 -90%
GT
306
Greenleaf Trust
Michigan
$401K – – –
HPBT
307
High Point Bank & Trust
North Carolina
$380K – – –
HCM
308
Harvest Capital Management
New Hampshire
$377K +$377K +7,126 New
Creative Planning
309
Creative Planning
Kansas
$371K +$20.1K +380 +6%
KFS
310
KMS Financial Services
Washington
$369K -$23.7K -448 -6%
SC
311
Scotia Capital
Ontario, Canada
$359K -$245K -4,630 -41%
UR
312
USCA RIA
Texas
$353K – – –
AWM
313
Altavista Wealth Management
North Carolina
$347K +$13.2K +250 +4%
WS
314
Wedbush Securities
California
$346K +$43.9K +830 +15%
CSIC
315
Clifford Swan Investment Counsel
California
$343K -$236K -4,470 -41%
LFG
316
LifePlan Financial Group
Ohio
$335K -$22.6K -428 -6%
IH
317
IFC Holdings
Florida
$325K -$277K -5,270 -46%
PFS
318
Prospera Financial Services
Texas
$321K -$7.3K -138 -2%
ECAM
319
East Coast Asset Management
Massachusetts
$320K -$104K -1,968 -25%
MRCM
320
M&R Capital Management
New Jersey
$317K – – –
SNT
321
Security National Trust
West Virginia
$317K – – –
BBA
322
BLB&B Advisors
Pennsylvania
$315K – – –
FAM
323
Formidable Asset Management
Ohio
$307K -$13.2K -250 -4%
BRWA
324
B. Riley Wealth Advisors
Florida
$295K +$148K +5,582 +100%
PWM
325
ParenteBeard Wealth Management
Pennsylvania
$292K +$69.9K +1,320 +31%
11 12
13
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