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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 %
SAM
401
Shamrock Asset Management
Texas
$8K 72 +72 New
SGC
402
South Georgia Capital
Illinois
$7K 66 +66 New
RFA
403
Reilly Financial Advisors
California
$3K 25 -176 -88%
CHC
404
City Holding Co
West Virginia
$3K 25 – –
MA
405
MCF Advisors
Kentucky
$2K 17 -1,212 -99%
USAA
406
United Services Automobile Association
Texas
– – -708,021 Closed
TH
407
TCTC Holdings
Texas
– – -196,658 Closed
Ohio Public Employees Retirement System (OPERS)
408
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -145,989 Closed
DSN
409
D. Scott Neal
Kentucky
– – -106,343 Closed
SC
410
SouthState Corp
Florida
– – -104,678 Closed
WCM
411
Washington Capital Management
Washington
– – -62,415 Closed
DS
412
DRW Securities
Illinois
– – -22,117 Closed
AF
413
Aldebaran Financial
– – -5,751 Closed
SGCA
414
Steel Grove Capital Advisors
Tennessee
– – -4,957 Closed
FAG
415
Financial Advisory Group
Texas
– – -3,398 Closed
FCB
416
First Citizens Bancorporation
South Carolina
– – -2,788 Closed
BOH
417
Bank of Hawaii
Hawaii
– – -2,344 Closed
M
418
MOTCO
Texas
– – -2,294 Closed
JA
419
JOYN Advisors
Georgia
– – -2,200 Closed
B
420
Bellecapital
Switzerland
– – -2,138 Closed
FM
421
Foster & Motley
Ohio
– – -2,089 Closed
BBHC
422
Brown Brothers Harriman & Co
New York
– – -1,800 Closed
SAS
423
Stelac Advisory Services
New York
– – -1,472 Closed
HR
424
Howe & Rusling
New York
– – -778 Closed
WA
425
Waverly Advisors
Alabama
– – -752 Closed
14 15 16
17
18