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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+12
Holders Change %
+3.5%
% of All Funds
11.51%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
2.11%
New
36
Increased
148
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$162M
2
Wells Fargo
Wells Fargo
California
$494M
3
Goldman Sachs
Goldman Sachs
New York
$66.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$94.3M
5
BIM
BlackRock Investment Management
Delaware
$53.2M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$27.7M
2
WI
WBI Investments
New Jersey
$0
3
JIR
James Investment Research
Ohio
$58.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$14M
5
RIG
RiverFront Investment Group
Virginia
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
351
Capital City Trust
Florida
$22.6K -$343K -435,340 -94%
MAA
352
Managed Account Advisors
New Jersey
$16K +$16K +308 New
MWAM
353
Mariner Wealth Advisors (Madison)
Kansas
$11K +$11K +200 New
TCM
354
TD Capital Management
Tennessee
$10K -$8.39K -156 -46%
FANJ
355
Financial Architects (New Jersey)
New Jersey
$9K +$9K +170 New
NC
356
NewSquare Capital
Pennsylvania
$5K +$5K +104 New
M&T Bank
357
M&T Bank
New York
$3K – – –
HR
358
Howe & Rusling
New York
$2K – – –
WI
359
WBI Investments
New Jersey
– -$55.5M -1,056,424 Closed
SSWM
360
Sheets Smith Wealth Management
North Carolina
– -$8.87M -168,928 Closed
HTC
361
Haverford Trust Company
Pennsylvania
– -$5.29M -100,656 Closed
Rafferty Asset Management
362
Rafferty Asset Management
New York
– -$3.56M -67,800 Closed
CA
363
CapWealth Advisors
Tennessee
– -$2M -38,100 Closed
BWM
364
Baystate Wealth Management
Massachusetts
– -$1.15M -21,802 Closed
STIA
365
Stone Toro Investment Advisers
New Jersey
– -$1.06M -20,130 Closed
WS
366
Wedbush Securities
California
– -$1M -19,088 Closed
APCM
367
Alaska Permanent Capital Management
Alaska
– -$788K -15,004 Closed
CA
368
Commerzbank Aktiengesellschaft
Germany
– -$725K -13,800 Closed
NG
369
NatWest Group
United Kingdom
– -$335K -6,378 Closed
T
370
TradeWorx
New Jersey
– -$297K -5,654 Closed
WSA
371
Willow Street Advisors
Florida
– -$253K -4,814 Closed
CT
372
Cambridge Trust
Massachusetts
– -$244K -4,654 Closed
ZIM
373
Zacks Investment Management
Illinois
– -$228K -4,340 Closed
TSWM
374
Triangle Securities Wealth Management
North Carolina
– -$153K -2,910 Closed
TCOV
375
Trust Company of Vermont
Vermont
– -$34K -648 Closed
12 13 14
15
16