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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 %
WTB
376
Washington Trust Bank
Washington
$61K 575 – –
CG
377
Colony Group
Massachusetts
$61K 575 +1 +0.2%
LNB
378
Ledyard National Bank
$60K 567 – –
PIM
379
Parasol Investment Management
Illinois
$53K 500 -1,100 -69%
1IC
380
1919 Investment Counsel
Maryland
$53K 500 – –
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K 450 – –
KPCM
382
Kings Point Capital Management
New York
$47K 450 – –
MAM
383
Meeder Asset Management
Ohio
$42K 398 +398 New
JFA
384
JNBA Financial Advisors
Minnesota
$37K 347 – –
FANJ
385
Financial Architects (New Jersey)
New Jersey
$33K 310 +225 +265%
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$32K 300 – –
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$31K 293 -448 -60%
EAMA
388
EFG Asset Management (Americas)
Florida
$30K 273 +273 New
FWM
389
Focused Wealth Management
New York
$28K 269 – –
EFS
390
Edelman Financial Services
Virginia
$26K 243 +1 +0.4%
QLMGAA
391
QS Legg Mason Global Asset Allocation
New York
$25K 236 – –
CFN
392
Cordasco Financial Network
Florida
$23K 219 – –
WEC
393
Winslow Evans & Crocker
Massachusetts
$22.3K 212 -331 -61%
BCM
394
Blume Capital Management
California
$22K 213 – –
CAL
395
Capital Advisors Ltd
Ohio
$20K 191 – –
ECM
396
Exchange Capital Management
Michigan
$19K 180 +180 New
BRWM
397
B. Riley Wealth Management
Tennessee
$13K 132 – –
HF
398
Hoxton Financial
West Virginia
$11K 100 – –
WCM
399
Wealthcare Capital Management
Virginia
$8K 78 +78 New
SGC
400
South Georgia Capital
Illinois
$7K 66 – –
13 14 15
16
17