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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
+$43.3M
3
BIT
BlackRock Institutional Trust
California
+$42.8M
4
VKH
Virtu KCG Holdings
New York
+$28.4M
5
U
UBS
Switzerland
+$20.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$68.4M
2
JIR
James Investment Research
Ohio
-$48.1M
3
SR
Swiss Reinsurance
Switzerland
-$44.4M
4
LPL Financial
LPL Financial
California
-$39.1M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
401
Sheets Smith Wealth Management
North Carolina
– -$15.1M -285,598 Closed
FF
402
Friedenthal Financial
New Jersey
– -$7.69M -145,754 Closed
CTA
403
Chesley Taft & Associates
Illinois
– -$6.15M -116,602 Closed
IG
404
ING Group
Netherlands
– -$3.86M -73,200 Closed
AP
405
Advisors Preferred
Maryland
– -$3.33M -63,246 Closed
NCM
406
Novare Capital Management
North Carolina
– -$1.78M -33,680 Closed
Nomura Holdings
407
Nomura Holdings
Japan
– -$991K -18,806 Closed
MHS
408
M Holdings Securities
Oregon
– -$818K -15,508 Closed
SSG
409
Summit Securities Group
New York
– -$756K -14,340 Closed
IC
410
Iconiq Capital
California
– -$706K -13,384 Closed
RBCM
411
Raub Brock Capital Management
California
– -$567K -10,750 Closed
UAS
412
United Asset Strategies
New York
– -$424K -8,038 Closed
GG
413
Gofen & Glossberg
Illinois
– -$410K -7,784 Closed
SFG
414
Sage Financial Group
Pennsylvania
– -$327K -6,202 Closed
CIBC World Market
415
CIBC World Market
Ontario, Canada
– -$311K -5,894 Closed
NFG
416
Nadler Financial Group
Illinois
– -$302K -5,720 Closed
Schroder Investment Management Group
417
Schroder Investment Management Group
United Kingdom
– -$267K -5,062 Closed
CCM
418
Chilton Capital Management
Texas
– -$229K -4,350 Closed
VC
419
Vicus Capital
Pennsylvania
– -$201K -3,810 Closed
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
– -$136K -2,592 Closed
RIA
421
Regal Investment Advisors
Michigan
– -$38K -722 Closed
MAS
422
Madden Advisory Services
Florida
– -$32K -600 Closed
JFGIW
423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$32K -600 Closed
JG
424
Jefferies Group
New York
– -$9K -162 Closed
SGC
425
South Georgia Capital
Illinois
– -$7K -132 Closed
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