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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

403 hedge funds and large institutions have $6.57B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 22 closing their positions.

Holders
403
Holders Change
+8
Holders Change %
+2.03%
% of All Funds
11.59%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.78%
New
34
Increased
144
Reduced
169
Closed
22
Calls
–
Puts
$729K
Net Calls
-$729K
Net Calls Change
-$834K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$90.6M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$115M
3
SCM
3
Saba Capital Management
New York
$74.1M
4
BlackRock
4
BlackRock
New York
$525M
5
Bank of America
5
Bank of America
North Carolina
$449M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$826K
2
U
2
UBS
Switzerland
$261M
3
USAA
3
United Services Automobile Association
Texas
$0
4
FWP
4
FAS Wealth Partners
Kansas
$266K
5
Wells Fargo
5
Wells Fargo
California
$439M
Name Market Value Shares Shares
Change 		Shares
Change %
SF
376
Synovus Financial
Georgia
$63K 601 +1 +0.2%
WTB
377
Washington Trust Bank
Washington
$61K 575 -9 -2%
CG
378
Colony Group
Massachusetts
$61K 574 +2 +0.3%
LNB
379
Ledyard National Bank
$60K 567 +200 +54%
MAA
380
Managed Account Advisors
New Jersey
$59K 554 +309 +126%
WEC
381
Winslow Evans & Crocker
Massachusetts
$57.4K 543 – –
1IC
382
1919 Investment Counsel
Maryland
$53K 500 – –
LWCFA
383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K 450 – –
KPCM
384
Kings Point Capital Management
New York
$48K 450 – –
TWA
385
TCI Wealth Advisors
Arizona
$43K 407 -137 -25%
SSB
386
Sandy Spring Bank
Maryland
$42K 400 – –
JFA
387
JNBA Financial Advisors
Minnesota
$37K 347 – –
BBPWM
388
Blue Bell Private Wealth Management
Pennsylvania
$32K 300 – –
FWM
389
Focused Wealth Management
New York
$28K 269 +25 +10%
EFS
390
Edelman Financial Services
Virginia
$26K 242 -487 -67%
QLMGAA
391
QS Legg Mason Global Asset Allocation
New York
$25K 236 – –
BCM
392
Blume Capital Management
California
$23K 213 – –
CFN
393
Cordasco Financial Network
Florida
$23K 219 – –
CAL
394
Capital Advisors Ltd
Ohio
$20K 191 – –
WA
395
WealthTrust-Arizona
Arizona
$19K 176 -25,151 -99%
AIP
396
Ameritas Investment Partners
Nebraska
$18K 175 -3,978 -96%
BRWM
397
B. Riley Wealth Management
Tennessee
$13K 132 – –
HF
398
Hoxton Financial
West Virginia
$11K 100 – –
CFA
399
Carroll Financial Associates
North Carolina
$10K 95 +95 New
FANJ
400
Financial Architects (New Jersey)
New Jersey
$9K 85 +85 New
14 15
16
17 18