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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+12
Holders Change %
+3.5%
% of All Funds
11.51%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
2.11%
New
36
Increased
148
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$162M
2
Wells Fargo
2
Wells Fargo
California
$494M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$94.3M
5
BIM
5
BlackRock Investment Management
Delaware
$53.2M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$27.7M
2
WI
2
WBI Investments
New Jersey
$0
3
JIR
3
James Investment Research
Ohio
$58.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14M
5
RIG
5
RiverFront Investment Group
Virginia
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
76
Gradient Investments
Minnesota
$15.6M -$2.84M -53,894 -15%
HCM
77
Hengehold Capital Management
Ohio
$15.5M +$435K +8,260 +3%
Ameriprise
78
Ameriprise
Minnesota
$15.1M +$2.8M +53,106 +23%
GC
79
Guggenheim Capital
Illinois
$14.6M -$803K -15,248 -5%
PI
80
Placemark Investments
Illinois
$14.4M +$7.48M +142,040 +107%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$14M -$41.4M -786,494 -75%
LYV
82
Live Your Vision
Pennsylvania
$13.9M -$712K -13,526 -5%
LG
83
Laidlaw Group
New York
$13.8M +$600K +11,392 +5%
UCFA
84
United Capital Financial Advisors
Texas
$13.7M +$11.6M +221,130 +565%
CCG
85
Cypress Capital Group
Florida
$13.5M -$1.73M -32,806 -11%
MA
86
MCF Advisors
Kentucky
$13.1M -$4.15M -78,596 -24%
WPC
87
White Pine Capital
Minnesota
$12.8M +$102K +1,930 +0.8%
BT
88
Beacon Trust
New Jersey
$12.7M -$5.12M -97,312 -29%
CAL
89
Capital Analysts LLC
Pennsylvania
$12.4M +$694K +13,188 +6%
EK
90
Evensky & Katz
Florida
$12.4M -$1.37M -25,940 -10%
TF
91
Trutina Financial
Washington
$12.1M +$1.06M +20,096 +10%
CAG
92
Crestwood Advisors Group
Massachusetts
$11.9M +$172K +3,264 +1%
HFS
93
HL Financial Services
Kentucky
$11.9M +$1.25M +23,760 +12%
T
94
Thomaspartners
Massachusetts
$11.8M +$943K +17,918 +9%
BAAM
95
Baker Avenue Asset Management
California
$11.5M -$1.62M -30,688 -12%
OC
96
Oppenheimer & Co
New York
$11.4M +$2.03M +38,646 +22%
CIC
97
Cutler Investment Counsel
Oregon
$11.3M +$864K +16,416 +8%
SNC
98
Stifel Nicolaus & Co
Missouri
$11.1M -$4.56M -86,556 -29%
ST
99
Sabal Trust
Florida
$11M +$341K +6,484 +3%
SC
100
SouthState Corp
Florida
$10.5M +$698K +13,260 +7%
2 3
4
5 6