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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 %
JIR
26
James Investment Research
Ohio
– – – –
US Bancorp
27
US Bancorp
Minnesota
$44.7M 424,501 -4,440 -1%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$43.3M 411,650 -13,024 -3%
SL
29
Summitry LLC
California
$43.3M 411,167 +15,320 +4%
DWM
30
Destination Wealth Management
California
$43.3M 411,416 +41,348 +11%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$39.2M 372,512 -31,143 -8%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$37.3M 354,285 -79,277 -18%
Stifel Financial
33
Stifel Financial
Missouri
$34.5M 327,610 +23,221 +8%
BFA
34
Beaumont Financial Advisors
Massachusetts
$33.5M 318,448 -79,659 -20%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$33.2M 315,174 -950 -0.3%
HPC
36
HM Payson & Co
Maine
$33.1M 314,339 +654 +0.2%
RFC
37
Regions Financial Corp
Alabama
$32.7M 310,324 +30,895 +11%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$32.4M 308,135 +16,405 +6%
EB
39
Eastern Bank
Massachusetts
$30.1M 285,789 -74,956 -21%
BCI
40
Brinker Capital Investments
Pennsylvania
$29.3M 277,947 -50,732 -15%
SMM
41
Stadion Money Management
Georgia
$28.5M 270,783 -18,764 -6%
SAG
42
Sterne Agee Group
Alabama
$28.4M 269,450 +14,406 +6%
GA
43
Gateway Advisory
New Jersey
$27.9M 264,798 +10,211 +4%
UCFA
44
United Capital Financial Advisors
Texas
$27.3M 258,965 +94,729 +58%
Ameriprise
45
Ameriprise
Minnesota
$27M 257,642 +42,311 +20%
PPA
46
Parametric Portfolio Associates
Washington
$26M 246,645 +3,085 +1%
FBNAT
47
FirstMerit Bank N.A. Trustee
Ohio
$25M 237,573 +10,935 +5%
BA
48
BlackRock Advisors
Delaware
$24.4M 231,983 +25,012 +12%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$24.3M 230,835 -54,146 -19%
SCM
50
Saba Capital Management
New York
$24.1M 229,192 -471,790 -67%
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