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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
$170M
3
BIT
BlackRock Institutional Trust
California
$158M
4
VKH
Virtu KCG Holdings
New York
$28.4M
5
U
UBS
Switzerland
$502M

Top Sellers

1
Invesco
Invesco
Georgia
$1.6M
2
JIR
James Investment Research
Ohio
$45.8M
3
SR
Swiss Reinsurance
Switzerland
$0
4
LPL Financial
LPL Financial
California
$66.2M
5
BFA
Beaumont Financial Advisors
Massachusetts
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
351
Financial Advisory Group
Texas
$200K -$64.9K -2,204 -24%
TF
352
Tompkins Financial
New York
$200K – – –
BBHC
353
Brown Brothers Harriman & Co
New York
$190K +$190K +3,600 New
PIM
354
Parasol Investment Management
Illinois
$169K – – –
TIM
355
Tortoise Investment Management
New York
$156K – – –
SAS
356
Stelac Advisory Services
New York
$155K -$623K -11,828 -80%
CP
357
Corbenic Partners
Pennsylvania
$146K -$669K -12,658 -82%
IFA
358
Interactive Financial Advisors
Illinois
$138K +$6.64K +126 +5%
WA
359
WestEnd Advisors
North Carolina
$130K -$55.6K -1,054 -30%
MA
360
MCF Advisors
Kentucky
$130K -$13.8M -261,208 -99%
FFC
361
First Financial Corp
Indiana
$110K – – –
GGPS
362
Gary Goldberg Planning Services
New York
$105K – – –
TCM
363
TD Capital Management
Tennessee
$103K +$93.2K +1,764 +948%
TAIM
364
TD Ameritrade Investment Management
Nebraska
$90K +$21.5K +406 +31%
HR
365
Howe & Rusling
New York
$82K +$80.1K +1,520 +4,222%
WA
366
Waverly Advisors
Alabama
$79K -$78.6K -1,496 -50%
RNS
367
Robert N. Shapiro
$79K +$31.1K +586 +65%
WOC
368
West Oak Capital
California
$77.5K -$7.91K -150 -9%
EFS
369
Edelman Financial Services
Virginia
$77K -$62.1K -1,176 -45%
Loomis, Sayles & Company
370
Loomis, Sayles & Company
Massachusetts
$74K – – –
SF
371
Synovus Financial
Georgia
$63K -$29.9K -570 -32%
WTB
372
Washington Trust Bank
Washington
$62K +$62K +1,168 New
CG
373
Colony Group
Massachusetts
$60K -$20.1K -384 -25%
WEC
374
Winslow Evans & Crocker
Massachusetts
$57.3K – – –
TWA
375
TCI Wealth Advisors
Arizona
$57K – – –
13 14
15
16 17