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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 %
SA
326
SRH Advisors
Kansas
$287K – – –
CCFCSB
327
Cape Cod Five Cents Savings Bank
Massachusetts
$286K -$31.7K -600 -10%
EIA
328
Edgemoor Investment Advisors
Maryland
$276K -$21.1K -400 -7%
FHC
329
First Heartland Consultants
Missouri
$276K +$276K +5,242 New
OCG
330
Opus Capital Group
Ohio
$275K +$21.1K +400 +8%
NAM
331
Nichols Asset Management
Massachusetts
$272K -$1.15M -21,822 -81%
LJHT
332
Laurie J. Hall Trustee
$269K – – –
NB
333
NBT Bank
New York
$269K – – –
IAS
334
IMA Advisory Services
Colorado
$252K – – –
OC
335
Oarsman Capital
Wisconsin
$251K +$1.37K +26 +0.5%
SCG
336
Strategic Capital Group
Washington
$250K -$29.8K -564 -11%
BOH
337
Bank of Hawaii
Hawaii
$247K -$83K -1,576 -25%
OC
338
Oakworth Capital
Alabama
$247K – – –
LIM
339
Leavell Investment Management
Alabama
$247K +$9.5K +180 +4%
M
340
MOTCO
Texas
$242K – – –
KFA
341
Kays Financial Advisory
Georgia
$238K -$12.3K -232 -5%
JA
342
JOYN Advisors
Georgia
$232K – – –
B
343
Bellecapital
Switzerland
$226K – – –
AIS
344
American Investment Services
Massachusetts
$225K +$6.87K +130 +3%
MPAM
345
Murphy Pohlad Asset Management
Minnesota
$224K – – –
PWM
346
ParenteBeard Wealth Management
Pennsylvania
$221K +$105 +2 +0%
FM
347
Foster & Motley
Ohio
$220K +$220K +4,178 New
FCT
348
Family Capital Trust
Massachusetts
$213K – – –
MC
349
Moors & Cabot
Massachusetts
$213K +$213K +4,048 New
BAM
350
Barrett Asset Management
New York
$208K +$94.8K +1,800 +84%
12 13
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