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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
Bank of America
3
Bank of America
North Carolina
$411M
4
SAS
4
Sage Advisory Services
Texas
$0
5
SB
5
Suntrust Banks
Georgia
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RMCM
301
Reynders McVeigh Capital Management
Massachusetts
$434K 4,125 – –
FCB
302
First Citizens Bancorporation
South Carolina
$420K 3,993 +3,993 New
WPC
303
Waters Parkerson & Co
Louisiana
$419K 3,980 -285 -7%
CB
304
Chemical Bank
Michigan
$418K 3,974 +5 +0.1%
GHA
305
GW Henssler & Associates
Georgia
$411K 3,902 – –
HCM
306
Harvest Capital Management
New Hampshire
$401K 3,813 +250 +7%
GT
307
Greenleaf Trust
Michigan
$400K 3,796 – –
WF
308
WealthTrust Fairport
Ohio
$398K 3,779 -151 -4%
KFS
309
KMS Financial Services
Washington
$372K 3,539 +48 +1%
UR
310
USCA RIA
Texas
$369K 3,508 +165 +5%
GAM
311
Gemmer Asset Management
California
$343K 3,255 +2,626 +417%
RT
312
Reliance Trust
Georgia
$342K 3,250 -1,271 -28%
LJHT
313
Laurie J. Hall Trustee
$333K 3,164 +521 +20%
CSIC
314
Clifford Swan Investment Counsel
California
$332K 3,150 -100 -3%
MHS
315
M Holdings Securities
Oregon
$332K 3,190 +637 +25%
Comerica Bank
316
Comerica Bank
Texas
$331K 3,141 -2,549 -45%
IH
317
IFC Holdings
Florida
$331K 3,154 +59 +2%
KFA
318
Kelleher Financial Advisors
New York
$325K 3,084 +3,084 New
LFG
319
LifePlan Financial Group
Ohio
$324K 3,076 -94 -3%
SNT
320
Security National Trust
West Virginia
$321K 3,047 +47 +2%
PFS
321
Prospera Financial Services
Texas
$320K 3,037 +1 +0%
NIA
322
Northstar Investment Advisors
Colorado
$319K 3,029 -1,417 -32%
MRCM
323
M&R Capital Management
New Jersey
$316K 3,000 – –
BBA
324
BLB&B Advisors
Pennsylvania
$314K 2,985 – –
YP
325
Yellowstone Partners
Idaho
$307K 2,917 -1,482 -34%
11 12
13
14 15