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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 %
Ameriprise
51
Ameriprise
Minnesota
$22.7M 215,331 +35,796 +20%
BA
52
BlackRock Advisors
Delaware
$21.9M 206,971 – –
MNA
53
Manning & Napier Advisors
New York
– – – –
SMA
54
Simply Money Advisors
Ohio
$21.4M 202,452 -17,321 -8%
ECML
55
Eagle Capital Management (Louisiana)
Louisiana
$21.4M 202,211 +4,446 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$21.2M 200,313 +4,698 +2%
WF
57
Welch & Forbes
Massachusetts
$20.8M 196,890 -5,108 -3%
Franklin Resources
58
Franklin Resources
California
$20.8M 196,391 +196,391 New
BT
59
Beacon Trust
New Jersey
$20.5M 193,663 -12,972 -6%
Citigroup
60
Citigroup
New York
$20.4M 193,392 +11,348 +6%
PWAG
61
Polaris Wealth Advisory Group
California
$20.3M 192,222 +21,935 +13%
FCIM
62
Fairview Capital Investment Management
California
$20.2M 191,311 -17,900 -9%
SGAM
63
Steinberg Global Asset Management
Florida
$19.9M 187,932 +7,945 +4%
AFG
64
Arkansas Financial Group
Arkansas
$19.8M 187,596 +21,157 +13%
CCT
65
Capital City Trust
Florida
$19.7M 186,405 -5,552 -3%
BC
66
Bartlett & Co
Ohio
$19.4M 183,457 -7,596 -4%
PI
67
Placemark Investments
Illinois
$19.4M 183,160 +8,887 +5%
SRA
68
Summit Rock Advisors
New York
$19.3M 182,497 -14,109 -7%
CHA
69
Cedar Hill Associates
Illinois
$19.3M 182,390 +10,650 +6%
MA
70
MUFG Americas
New York
$19.1M 180,398 -7,420 -4%
ST
71
Spinnaker Trust
Maine
$18.8M 177,835 -19,047 -10%
CCG
72
Cypress Capital Group
Florida
$18.3M 172,878 +11,689 +7%
GI
73
Gradient Investments
Minnesota
$17.5M 165,567 +19,179 +13%
CTB
74
Country Trust Bank
Illinois
$17.4M 164,724 +164,724 New
UCFA
75
United Capital Financial Advisors
Texas
$17.4M 164,236 +28,168 +21%
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