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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

388 hedge funds and large institutions have $6.62B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 127 reducing their positions, and 26 closing their positions.

Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
11.27%
Holding in Top 10
71
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.23%
% of All Funds
2.06%
New
64
Increased
144
Reduced
127
Closed
26
Calls
$1.16M
Puts
$475K
Net Calls
+$685K
Net Calls Change
+$685K

Top Buyers

1
U
1
UBS
Switzerland
$481M
2
Bank of America
2
Bank of America
North Carolina
$399M
3
Morgan Stanley
3
Morgan Stanley
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$104M
5
RIG
5
RiverFront Investment Group
Virginia
$127M

Top Sellers

1
EFS
1
Edelman Financial Services
Virginia
$139K
2
JIR
2
James Investment Research
Ohio
$48.1M
3
LPL Financial
3
LPL Financial
California
$105M
4
IT
4
Investors Trust
Texas
$0
5
EFM
5
Equinox Fund Management
Colorado
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Acropolis Investment Management
Missouri
$16M -$1.37M -25,916 -8%
Citigroup
77
Citigroup
New York
$15.8M +$6.41M +121,474 +68%
LG
78
LaFleur & Godfrey
Michigan
$15.7M -$2.01M -38,156 -11%
FAAM
79
First Allied Asset Management
California
$15.6M -$1.96M -37,168 -11%
HCM
80
Hengehold Capital Management
Ohio
$15.5M -$40.5K -768 -0.3%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$15.1M +$15.1M +285,598 New
OC
82
Oppenheimer & Co
New York
$15M +$3.51M +66,612 +31%
DPIM
83
Duff & Phelps Investment Management
Illinois
$14.7M -$13M -246,000 -47%
CCG
84
Cypress Capital Group
Florida
$14.5M +$999K +18,942 +7%
LG
85
Laidlaw Group
New York
$14.2M +$387K +7,344 +3%
MA
86
MCF Advisors
Kentucky
$13.9M +$788K +14,948 +6%
GI
87
Gradient Investments
Minnesota
$13.7M -$1.91M -36,270 -12%
GC
88
Guggenheim Capital
Illinois
$13.7M -$977K -18,524 -7%
LYV
89
Live Your Vision
Pennsylvania
$13.3M -$685K -13,000 -5%
WPC
90
White Pine Capital
Minnesota
$13.1M +$285K +5,410 +2%
CAL
91
Capital Analysts LLC
Pennsylvania
$13M +$574K +10,884 +5%
CAG
92
Crestwood Advisors Group
Massachusetts
$12.4M +$425K +8,062 +4%
EK
93
Evensky & Katz
Florida
$12.4M – – –
CIC
94
Cutler Investment Counsel
Oregon
$12.3M +$1.02M +19,334 +9%
TF
95
Trutina Financial
Washington
$12M -$35.6K -676 -0.3%
T
96
Thomaspartners
Massachusetts
$11.9M +$171K +3,236 +1%
PP
97
Palladium Partners
Virginia
$11.9M +$3.61M +68,498 +43%
HFS
98
HL Financial Services
Kentucky
$11.8M -$110K -2,080 -0.9%
FHB
99
First Hawaiian Bank
Hawaii
$11.3M +$905K +17,164 +9%
DSN
100
D. Scott Neal
Kentucky
$11.2M +$11.2M +213,240 New
2 3
4
5 6