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

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$70.9M
2
JIR
2
James Investment Research
Ohio
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$383M
4
Morgan Stanley
4
Morgan Stanley
New York
$375M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRA
51
Summit Rock Advisors
New York
$23.9M +$16.1M +305,398 +206%
EMA
52
Efficient Market Advisors
California
$23.7M +$167K +3,178 +0.7%
BFA
53
Beaumont Financial Advisors
Massachusetts
$22.7M -$10.7M -204,360 -32%
B
54
Baird
Wisconsin
$22.5M +$2.92M +55,516 +15%
MNA
55
Manning & Napier Advisors
New York
$22.5M -$21.9M – –
RJA
56
Raymond James & Associates
Florida
$21.8M +$2.89M +54,946 +15%
ECML
57
Eagle Capital Management (Louisiana)
Louisiana
$21.7M +$558K +10,608 +3%
TH
58
TCTC Holdings
Texas
$21.2M +$284K +5,400 +1%
Franklin Resources
59
Franklin Resources
California
$21.1M -$1.61M -30,564 -7%
WF
60
Welch & Forbes
Massachusetts
$20.8M -$324K -6,162 -2%
GI
61
Gradient Investments
Minnesota
$20.5M +$1.05M +19,970 +5%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$20.1M +$97K +1,844 +0.5%
SGAM
63
Steinberg Global Asset Management
Florida
$20.1M +$482K +9,166 +2%
SMM
64
Stadion Money Management
Georgia
$20M -$8.47M -161,062 -30%
CTB
65
Country Trust Bank
Illinois
$19.4M +$911K +17,332 +5%
CAL
66
Capital Analysts LLC
Pennsylvania
$19M +$2.69M +51,238 +17%
FCIM
67
Fairview Capital Investment Management
California
$18.8M -$631K -11,998 -3%
CAG
68
Crestwood Advisors Group
Massachusetts
$18.2M +$662K +12,580 +4%
HighTower Advisors
69
HighTower Advisors
Illinois
$17.8M +$310K +5,890 +2%
CCT
70
Capital City Trust
Florida
$17.6M -$1.06M -20,114 -6%
WT
71
Whittier Trust
California
$17.4M +$569K +10,826 +3%
HTC
72
Haverford Trust Company
Pennsylvania
$16.7M +$722K +13,722 +5%
PI
73
Placemark Investments
Illinois
$16.4M +$426K +8,104 +3%
CHA
74
Cedar Hill Associates
Illinois
$15.4M -$3.46M -65,750 -18%
LG
75
Laidlaw Group
New York
$15.3M -$83.1K -1,580 -0.5%
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3
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