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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+12
Holders Change %
+3.5%
% of All Funds
11.51%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
2.11%
New
36
Increased
148
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$162M
2
Wells Fargo
2
Wells Fargo
California
$494M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$94.3M
5
BIM
5
BlackRock Investment Management
Delaware
$53.2M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$27.7M
2
WI
2
WBI Investments
New Jersey
$0
3
JIR
3
James Investment Research
Ohio
$58.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14M
5
RIG
5
RiverFront Investment Group
Virginia
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$57.1M -$10.2M -193,118 -15%
DC
27
Davenport & Co
Virginia
$54.8M +$7.51M +142,760 +16%
BIM
28
BlackRock Investment Management
Delaware
$53.2M +$39.4M +748,862 +285%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$49.2M +$1.11M +21,108 +2%
BFA
30
Beaumont Financial Advisors
Massachusetts
$46.6M +$2.44M +46,380 +6%
BCI
31
Brinker Capital Investments
Pennsylvania
$40.8M +$2.34M +44,510 +6%
MG
32
Mather Group
Illinois
$40.1M +$500K +9,498 +1%
IT
33
Investors Trust
Texas
$36.9M +$5.76M +109,348 +18%
DWM
34
Destination Wealth Management
California
$35.9M +$1.1M +20,916 +3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$35.8M -$277K -5,226 -0.8%
SL
36
Summitry LLC
California
$34.5M +$1.62M +30,760 +5%
SMM
37
Stadion Money Management
Georgia
$32.1M +$16.1M +306,656 +101%
HPC
38
HM Payson & Co
Maine
$31.8M -$1.8M -34,152 -5%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$31.6M – – –
SAS
40
Sage Advisory Services
Texas
$30.6M +$30.6M +581,276 New
Wellington Management Group
41
Wellington Management Group
Massachusetts
$30M – – –
TNBTD
42
Trustmark National Bank Trust Department
Mississippi
$28.6M +$4.94M +93,784 +21%
FBT
43
Founders Bank & Trust
Michigan
$28.4M +$2.09M +39,636 +8%
DPIM
44
Duff & Phelps Investment Management
Illinois
$27.7M -$95.6M -1,816,060 -78%
RJA
45
Raymond James & Associates
Florida
$26.7M +$5.64M +107,200 +27%
US Bancorp
46
US Bancorp
Minnesota
$26.5M +$6.68M +126,938 +34%
EMA
47
Efficient Market Advisors
California
$25.5M -$1.96M -37,268 -7%
ST
48
Spinnaker Trust
Maine
$25.2M -$21M -399,632 -45%
PPA
49
Parametric Portfolio Associates
Washington
$25M -$4.91M -93,270 -16%
SAG
50
Sterne Agee Group
Alabama
$24.4M -$154K -2,934 -0.6%
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