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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 %
EMA
51
Efficient Market Advisors
California
$23.5M 223,652 +5,214 +2%
BT
52
Beacon Trust
New Jersey
$23.2M 220,209 +26,546 +14%
Franklin Resources
53
Franklin Resources
California
$22.7M 215,420 +19,029 +10%
MNA
54
Manning & Napier Advisors
New York
– – – –
AFG
55
Arkansas Financial Group
Arkansas
$21.8M 206,849 +19,253 +10%
ECML
56
Eagle Capital Management (Louisiana)
Louisiana
$21.1M 200,584 -1,627 -0.8%
WF
57
Welch & Forbes
Massachusetts
$21.1M 200,393 +3,503 +2%
TH
58
TCTC Holdings
Texas
$20.9M 198,828 +198,828 New
PWAG
59
Polaris Wealth Advisory Group
California
$20.7M 196,976 +4,754 +2%
Citigroup
60
Citigroup
New York
$20.4M 194,144 +752 +0.4%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$20.1M 190,470 -9,843 -5%
B
62
Baird
Wisconsin
$19.6M 186,177 +37,279 +25%
SGAM
63
Steinberg Global Asset Management
Florida
$19.6M 186,148 -1,784 -0.9%
GI
64
Gradient Investments
Minnesota
$19.4M 184,677 +19,110 +12%
FCIM
65
Fairview Capital Investment Management
California
$19.4M 184,611 -6,700 -4%
RJA
66
Raymond James & Associates
Florida
$18.9M 179,556 -43,487 -19%
CHA
67
Cedar Hill Associates
Illinois
$18.8M 178,865 -3,525 -2%
CCT
68
Capital City Trust
Florida
$18.7M 177,750 -8,655 -5%
CTB
69
Country Trust Bank
Illinois
$18.5M 175,569 +10,845 +7%
CCG
70
Cypress Capital Group
Florida
$18.1M 172,008 -870 -0.5%
HighTower Advisors
71
HighTower Advisors
Illinois
$17.5M 166,424 +8,701 +6%
CAG
72
Crestwood Advisors Group
Massachusetts
$17.5M 166,293 +5,614 +3%
WT
73
Whittier Trust
California
$16.9M 160,402 -1,309 -0.8%
MA
74
MUFG Americas
New York
$16.8M 159,324 -21,074 -12%
SG
75
Swarthmore Group
Pennsylvania
$16.3M 154,700 +38,800 +33%
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