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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

401 hedge funds and large institutions have $6.41B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 146 increasing their positions, 171 reducing their positions, and 21 closing their positions.

Holders
401
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
11.64%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
1.74%
New
21
Increased
146
Reduced
171
Closed
21
Calls
–
Puts
$600K
Net Calls
-$600K
Net Calls Change
+$129K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$311M
3
TH
3
TCTC Holdings
Texas
$20.9M
4
KACA
4
Kayne Anderson Capital Advisors
California
$13.5M
5
SC
5
SouthState Corp
Florida
$12M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$51.5M
2
SCM
2
Saba Capital Management
New York
$24.1M
3
Bank of America
3
Bank of America
North Carolina
$411M
4
SAS
4
Sage Advisory Services
Texas
$0
5
SB
5
Suntrust Banks
Georgia
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AT
351
Acadia Trust
Maine
$220K 2,092 +2,092 New
OCG
352
Opus Capital Group
Ohio
$213K 2,025 -35 -2%
VC
353
Vicus Capital
Pennsylvania
$212K 2,010 -747 -27%
FCT
354
Family Capital Trust
Massachusetts
$212K 2,015 – –
WS
355
Wedbush Securities
California
$211K 2,001 -1,272 -39%
NFG
356
Next Financial Group
Texas
$208K 1,973 +1,973 New
ECAM
357
East Coast Asset Management
Massachusetts
$205K 1,943 -1,089 -36%
EWM
358
Evercore Wealth Management
New York
$199K 1,890 – –
HPBT
359
High Point Bank & Trust
North Carolina
$186K 1,769 -1,825 -51%
AF
360
Arrow Financial
New York
$163K 1,550 – –
TIM
361
Tortoise Investment Management
New York
$155K 1,475 – –
FFC
362
First Financial Corp
Indiana
$143K 1,360 +320 +31%
CP
363
Corbenic Partners
Pennsylvania
$135K 1,287 – –
IFA
364
Interactive Financial Advisors
Illinois
$115K 1,095 -160 -13%
CFA
365
Carroll Financial Associates
North Carolina
$115K 1,095 +1,000 +1,053%
BAM
366
Barrett Asset Management
New York
$114K 1,085 -1,025 -49%
HI
367
Hudock Inc
Pennsylvania
$108K 1,027 -226 -18%
TF
368
Tompkins Financial
New York
$100K 950 – –
SF
369
Synovus Financial
Georgia
$81K 771 +170 +28%
RNS
370
Robert N. Shapiro
$75K 708 -12 -2%
Loomis, Sayles & Company
371
Loomis, Sayles & Company
Massachusetts
$74K 700 – –
TAIM
372
TD Ameritrade Investment Management
Nebraska
$73K 694 +52 +8%
VIA
373
Vantage Investment Advisors
Pennsylvania
$68K 647 – –
SSB
374
Sandy Spring Bank
Maryland
$68K 650 +250 +63%
TWA
375
TCI Wealth Advisors
Arizona
$63K 602 +195 +48%
13 14
15
16 17