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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 %
CHC
401
City Holding Co
West Virginia
$3K 25 – –
RFA
402
Reilly Financial Advisors
California
$3K 25 – –
MA
403
MCF Advisors
Kentucky
$2K 17 – –
Walleye Trading
404
Walleye Trading
New York
$2K 15 +15 New
SAS
405
Sage Advisory Services
Texas
– – -308,912 Closed
SMA
406
Simply Money Advisors
Ohio
– – -202,452 Closed
ECM
407
ETrade Capital Management
Virginia
– – -80,694 Closed
JG
408
Jefferies Group
New York
– – -28,351 Closed
RCM
409
Rotella Capital Management
Washington
– – -25,600 Closed
Millennium Management
410
Millennium Management
New York
– – -22,992 Closed
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
– – -18,019 Closed
CAW
412
Cornerstone Advisors (Washington)
Washington
– – -9,901 Closed
NCM
413
Novare Capital Management
North Carolina
– – -9,470 Closed
WIM
414
Windhaven Investment Management
Massachusetts
– – -7,823 Closed
CS
415
Comerica Securities
Michigan
– – -7,280 Closed
BRWA
416
B. Riley Wealth Advisors
Florida
– – -5,582 Closed
RBC
417
Ronald Blue & Co
Georgia
– – -5,570 Closed
MC
418
Moors & Cabot
Massachusetts
– – -2,549 Closed
FWP
419
FAS Wealth Partners
Kansas
– – -2,517 Closed
KFA
420
Kays Financial Advisory
Georgia
– – -2,471 Closed
WOC
421
West Oak Capital
California
– – -700 Closed
MAA
422
Managed Account Advisors
New Jersey
– – -554 Closed
WA
423
WealthTrust-Arizona
Arizona
– – -176 Closed
AIP
424
Ameritas Investment Partners
Nebraska
– – -175 Closed
SAM
425
Shamrock Asset Management
Texas
– – -72 Closed
13 14 15 16
17