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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.

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
1
Windhaven Investment Management
Massachusetts
$1.02B
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$62.3M
3
RIG
3
RiverFront Investment Group
Virginia
$170M
4
BIT
4
BlackRock Institutional Trust
California
$158M
5
Stifel Financial
5
Stifel Financial
Missouri
$31.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.6M
2
SR
2
Swiss Reinsurance
Switzerland
$0
3
LPL Financial
3
LPL Financial
California
$66.2M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$45.5M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
26
Mather Group
Illinois
$46.4M 440,211 +42,289 +11%
FWP
27
FAS Wealth Partners
Kansas
$46.4M 440,014 +13,819 +3%
JIR
28
James Investment Research
Ohio
– – – –
BFA
29
Beaumont Financial Advisors
Massachusetts
$45.5M 431,046 -234,273 -35%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$44.9M 425,982 -14,076 -3%
BCI
31
Brinker Capital Investments
Pennsylvania
$44.8M 425,005 +8,798 +2%
US Bancorp
32
US Bancorp
Minnesota
$43.1M 409,076 +74,421 +22%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$42.8M 405,478 +60,727 +18%
SL
34
Summitry LLC
California
$39.8M 376,887 +25,207 +7%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$39.6M 375,521 -13,767 -4%
DWM
36
Destination Wealth Management
California
$38M 360,339 +7,039 +2%
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$37.8M 358,264 +50,777 +17%
EB
38
Eastern Bank
Massachusetts
$36.1M 341,787 +180,707 +112%
HPC
39
HM Payson & Co
Maine
$33.3M 315,453 -7,428 -2%
Stifel Financial
40
Stifel Financial
Missouri
$31.1M 294,792 +294,792 New
SAS
41
Sage Advisory Services
Texas
$30.9M 293,443 +5,315 +2%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$30.1M 284,981 – –
SMM
43
Stadion Money Management
Georgia
$29.4M 278,717 -32,406 -10%
PPA
44
Parametric Portfolio Associates
Washington
$28.6M 271,298 +9,423 +4%
VKH
45
Virtu KCG Holdings
New York
$28.4M 269,471 +269,471 New
DPIM
46
Duff & Phelps Investment Management
Illinois
$27.8M 263,160 +123,500 +88%
HI
47
Hudock Inc
Pennsylvania
$26.9M 254,998 +8,687 +4%
RFC
48
Regions Financial Corp
Alabama
$25.8M 244,167 +15,707 +7%
SAG
49
Sterne Agee Group
Alabama
$25.7M 243,375 +11,876 +5%
GA
50
Gateway Advisory
New Jersey
$25.3M 239,605 +9,681 +4%
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