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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 %
MG
26
Mather Group
Illinois
$51.4M 486,550 +46,339 +11%
JIR
27
James Investment Research
Ohio
– – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$45.8M 433,562 +7,580 +2%
US Bancorp
29
US Bancorp
Minnesota
$45.3M 428,941 +19,865 +5%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$44.9M 424,674 -167,115 -28%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$42.7M 403,655 -1,823 -0.4%
BFA
32
Beaumont Financial Advisors
Massachusetts
$42.1M 398,107 -32,939 -8%
SL
33
Summitry LLC
California
$41.8M 395,847 +18,960 +5%
DWM
34
Destination Wealth Management
California
$39.1M 370,068 +9,729 +3%
EB
35
Eastern Bank
Massachusetts
$38.1M 360,745 +18,958 +6%
BCI
36
Brinker Capital Investments
Pennsylvania
$34.7M 328,679 -96,326 -23%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$33.4M 316,124 -59,397 -16%
HPC
38
HM Payson & Co
Maine
$33.2M 313,685 -1,768 -0.6%
SAS
39
Sage Advisory Services
Texas
$32.6M 308,912 +15,469 +5%
Stifel Financial
40
Stifel Financial
Missouri
$32.2M 304,389 +9,597 +3%
TNBTD
41
Trustmark National Bank Trust Department
Mississippi
$30.8M 291,730 -66,534 -19%
SMM
42
Stadion Money Management
Georgia
$30.6M 289,547 +10,830 +4%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$30.1M 284,981 – –
RFC
44
Regions Financial Corp
Alabama
$29.5M 279,429 +35,262 +14%
SAG
45
Sterne Agee Group
Alabama
$27M 255,044 +11,669 +5%
GA
46
Gateway Advisory
New Jersey
$26.9M 254,587 +14,982 +6%
PPA
47
Parametric Portfolio Associates
Washington
$25.7M 243,560 -27,738 -10%
FBNAT
48
FirstMerit Bank N.A. Trustee
Ohio
$24M 226,638 +2,714 +1%
RJA
49
Raymond James & Associates
Florida
$23.6M 223,043 +3,587 +2%
EMA
50
Efficient Market Advisors
California
$23.1M 218,438 +10,767 +5%
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