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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 %
NB
326
NBT Bank
New York
$269K
RT
327
Reliance Trust
Georgia
$269K +$36.5K +690 +16%
Schroder Investment Management Group
328
Schroder Investment Management Group
United Kingdom
$267K
OCG
329
Opus Capital Group
Ohio
$254K +$254K +4,820 New
IAS
330
IMA Advisory Services
Colorado
$252K
OC
331
Oarsman Capital
Wisconsin
$250K +$250K +4,732 New
KFA
332
Kays Financial Advisory
Georgia
$250K +$250K +4,738 New
OC
333
Oakworth Capital
Alabama
$247K +$247K +4,680 New
M
334
MOTCO
Texas
$242K
LIM
335
Leavell Investment Management
Alabama
$237K
JA
336
JOYN Advisors
Georgia
$232K
TFA
337
Transamerica Financial Advisors
Florida
$231K +$121K +2,280 +109%
CCM
338
Chilton Capital Management
Texas
$229K
B
339
Bellecapital
Switzerland
$225K +$225K +4,276 New
MPAM
340
Murphy Pohlad Asset Management
Minnesota
$224K
PWM
341
ParenteBeard Wealth Management
Pennsylvania
$221K -$21.6K -410 -9%
AIS
342
American Investment Services
Massachusetts
$218K
FCT
343
Family Capital Trust
Massachusetts
$213K
SNT
344
Security National Trust
West Virginia
$211K
NSCM
345
New South Capital Management
Tennessee
$204K
VC
346
Vicus Capital
Pennsylvania
$201K +$201K +3,810 New
TF
347
Tompkins Financial
New York
$200K
WA
348
WestEnd Advisors
North Carolina
$186K -$38.6K -732 -17%
PIM
349
Parasol Investment Management
Illinois
$169K +$169K +3,200 New
WA
350
Waverly Advisors
Alabama
$158K +$158K +3,000 New