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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

388 hedge funds and large institutions have $6.62B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 127 reducing their positions, and 26 closing their positions.

Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
11.27%
Holding in Top 10
71
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.23%
% of All Funds
2.06%
New
64
Increased
144
Reduced
127
Closed
26
Calls
$1.16M
Puts
$475K
Net Calls
+$685K
Net Calls Change
+$685K

Top Buyers

1
U
1
UBS
Switzerland
$481M
2
Bank of America
2
Bank of America
North Carolina
$399M
3
Morgan Stanley
3
Morgan Stanley
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$104M
5
RIG
5
RiverFront Investment Group
Virginia
$127M

Top Sellers

1
EFS
1
Edelman Financial Services
Virginia
$139K
2
JIR
2
James Investment Research
Ohio
$48.1M
3
LPL Financial
3
LPL Financial
California
$105M
4
IT
4
Investors Trust
Texas
$0
5
EFM
5
Equinox Fund Management
Colorado
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$46.4M -$2.9M -55,048 -6%
BFA
27
Beaumont Financial Advisors
Massachusetts
$45.5M +$15.2M +443,740 +50%
FWP
28
FAS Wealth Partners
Kansas
$44.9M +$44.9M +852,390 New
SR
29
Swiss Reinsurance
Switzerland
$44.4M -$18.4M -480,000 -29%
BCI
30
Brinker Capital Investments
Pennsylvania
$43.9M +$3M +56,834 +7%
MG
31
Mather Group
Illinois
$42M +$1.84M +34,886 +5%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$41.1M +$9.42M +178,576 +30%
DWM
33
Destination Wealth Management
California
$37.3M +$1.27M +24,056 +4%
SL
34
Summitry LLC
California
$37.1M +$2.57M +48,832 +7%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$36.4M +$813K +15,420 +2%
US Bancorp
36
US Bancorp
Minnesota
$35.3M +$8.71M +165,132 +33%
HPC
37
HM Payson & Co
Maine
$34.1M +$2.17M +41,132 +7%
SMM
38
Stadion Money Management
Georgia
$32.8M +$638K +12,102 +2%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$32.4M +$3.82M +72,378 +13%
SAS
40
Sage Advisory Services
Texas
$30.4M -$265K -5,020 -0.9%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$30.1M – – –
PPA
42
Parametric Portfolio Associates
Washington
$27.6M +$2.59M +49,174 +10%
EMA
43
Efficient Market Advisors
California
$26.8M +$1.27M +24,044 +5%
RJA
44
Raymond James & Associates
Florida
$26M -$717K -13,604 -3%
HI
45
Hudock Inc
Pennsylvania
$26M +$4.29M +81,328 +20%
ST
46
Spinnaker Trust
Maine
$24.8M -$493K -9,342 -2%
SAG
47
Sterne Agee Group
Alabama
$24.4M +$14.7K +278 +0.1%
GA
48
Gateway Advisory
New Jersey
$24.2M +$878K +16,652 +4%
RFC
49
Regions Financial Corp
Alabama
$24.1M +$5.47M +103,766 +29%
SMA
50
Simply Money Advisors
Ohio
$23.3M +$552K +10,476 +2%
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