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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 %
1IC
376
1919 Investment Counsel
Maryland
$53K +$53K +1,000 New
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
KPCM
378
Kings Point Capital Management
New York
$47K – – –
GAM
379
Gemmer Asset Management
California
$46K +$46K +872 New
TSW
380
Thompson Siegel & Walmsley
Virginia
$42K +$42K +800 New
SSB
381
Sandy Spring Bank
Maryland
$42K +$42K +800 New
LNB
382
Ledyard National Bank
$39K +$39K +734 New
KCPG
383
Kavar Capital Partners Group
Kansas
$38K – – –
JFA
384
JNBA Financial Advisors
Minnesota
$37K -$72.3K -1,356 -66%
BBPWM
385
Blue Bell Private Wealth Management
Pennsylvania
$32K – – –
AllianceBernstein
386
AllianceBernstein
Tennessee
$30K +$30K +564 New
FWM
387
Focused Wealth Management
New York
$26K – – –
MAA
388
Managed Account Advisors
New Jersey
$26K – – –
QLMGAA
389
QS Legg Mason Global Asset Allocation
New York
$25K -$106 -2 -0.4%
CFN
390
Cordasco Financial Network
Florida
$23K -$103K -1,962 -82%
BCM
391
Blume Capital Management
California
$22K +$22K +426 New
RFA
392
Reilly Financial Advisors
California
$21K +$21K +402 New
CAL
393
Capital Advisors Ltd
Ohio
$20K – – –
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$17K +$10.6K +198 +165%
BRWM
395
B. Riley Wealth Management
Tennessee
$14K +$14K +264 New
HF
396
Hoxton Financial
West Virginia
$11K +$11K +200 New
CHC
397
City Holding Co
West Virginia
$3K +$3K +50 New
SR
398
Swiss Reinsurance
Switzerland
– -$44.4M -1,160,000 Closed
Franklin Resources
399
Franklin Resources
California
– -$22.3M -422,316 Closed
SI
400
Stephens Inc
Arkansas
– -$20.3M -384,212 Closed
14 15
16
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