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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

420 hedge funds and large institutions have $7.19B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 162 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+19
Holders Change %
+4.74%
% of All Funds
11.21%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
1.57%
New
64
Increased
132
Reduced
162
Closed
37
Calls
$1.14M
Puts
$284K
Net Calls
+$852K
Net Calls Change
+$1.45M

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$73.3M
2
Bank of America
Bank of America
North Carolina
$454M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$242M
4
FEG
Fund Evaluation Group
Ohio
$26.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$131M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$70.9M
2
JIR
James Investment Research
Ohio
$45.4M
3
Wells Fargo
Wells Fargo
California
$383M
4
Morgan Stanley
Morgan Stanley
New York
$375M
5
DPIM
Duff & Phelps Investment Management
Illinois
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$52.1M +$8.81M +167,468 +20%
DC
27
Davenport & Co
Virginia
$50.9M -$597K -11,346 -1%
US Bancorp
28
US Bancorp
Minnesota
$47.9M +$3.27M +62,166 +7%
JIR
29
James Investment Research
Ohio
$45.4M -$48.1M – –
SL
30
Summitry LLC
California
$44.7M +$1.43M +27,136 +3%
DWM
31
Destination Wealth Management
California
$43.2M -$46.7K -888 -0.1%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$39.1M +$1.8M +34,300 +5%
Stifel Financial
33
Stifel Financial
Missouri
$34.7M +$276K +5,242 +0.8%
RFC
34
Regions Financial Corp
Alabama
$33.5M +$830K +15,778 +3%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$32.7M +$271K +5,160 +0.8%
HPC
36
HM Payson & Co
Maine
$32.6M -$485K -9,224 -1%
PPA
37
Parametric Portfolio Associates
Washington
$32M +$6.09M +115,792 +23%
BT
38
Beacon Trust
New Jersey
$31.6M +$8.41M +160,004 +36%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$31.3M -$7.91M -150,320 -20%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$30.7M -$2.44M -46,426 -7%
AFG
41
Arkansas Financial Group
Arkansas
$30.2M +$8.46M +160,780 +39%
GA
42
Gateway Advisory
New Jersey
$28.6M +$732K +13,914 +3%
SAG
43
Sterne Agee Group
Alabama
$27.9M -$484K -9,194 -2%
Ameriprise
44
Ameriprise
Minnesota
$27.5M +$393K +7,474 +1%
DPIM
45
Duff & Phelps Investment Management
Illinois
$26.8M -$24.6M -468,000 -48%
FEG
46
Fund Evaluation Group
Ohio
$26.8M +$26.8M +509,286 New
FBNAT
47
FirstMerit Bank N.A. Trustee
Ohio
$25.8M +$848K +16,132 +3%
Citigroup
48
Citigroup
New York
$24.8M +$4.33M +82,362 +21%
BCI
49
Brinker Capital Investments
Pennsylvania
$24.5M -$4.7M -89,294 -16%
BA
50
BlackRock Advisors
Delaware
$24.4M – – –
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