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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 %
TIM
351
Tortoise Investment Management
New York
$156K -$267K -5,040 -63%
EFS
352
Edelman Financial Services
Virginia
$139K -$61.6M -1,166,556 -100%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$136K -$50.2K -956 -27%
IFA
354
Interactive Financial Advisors
Illinois
$132K -$3.39K -64 -3%
HNB
355
Huntington National Bank
Ohio
$128K -$128K
CFN
356
Cordasco Financial Network
Florida
$127K +$127K +2,400 New
BAM
357
Barrett Asset Management
New York
$113K
FFC
358
First Financial Corp
Indiana
$110K -$26.3K -500 -19%
JFA
359
JNBA Financial Advisors
Minnesota
$108K +$71.4K +1,356 +195%
GGPS
360
Gary Goldberg Planning Services
New York
$105K
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$97K +$106 +2 +0.1%
SF
362
Synovus Financial
Georgia
$93K +$25.2K +480 +37%
MFBTD
363
MB Financial Bank - Trust Department
Illinois
$86K
WOC
364
West Oak Capital
California
$85.4K -$25.8K -490 -23%
CG
365
Colony Group
Massachusetts
$79K +$79K +1,528 New
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$74K
TAIM
367
TD Ameritrade Investment Management
Nebraska
$68K
WEC
368
Winslow Evans & Crocker
Massachusetts
$58K +$58K +1,086 New
TWA
369
TCI Wealth Advisors
Arizona
$57K +$33.3K +636 +141%
RNS
370
Robert N. Shapiro
$47K
KPCM
371
Kings Point Capital Management
New York
$47K
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K
RIA
373
Regal Investment Advisors
Michigan
$38K -$119K -2,258 -76%
KCPG
374
Kavar Capital Partners Group
Kansas
$38K +$38K +730 New
MAS
375
Madden Advisory Services
Florida
$32K