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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 %
WT
76
Whittier Trust
California
$17.1M 161,711 +1,190 +0.7%
CAG
77
Crestwood Advisors Group
Massachusetts
$17M 160,679 +7,521 +5%
HighTower Advisors
78
HighTower Advisors
Illinois
$16.7M 157,723 +2,013 +1%
FA
79
FDx Advisors
Illinois
$16.6M 157,190 +8,758 +6%
LA
80
Leonetti & Associates
Illinois
$16.5M 156,138 +2,080 +1%
B
81
Baird
Wisconsin
$15.7M 148,898 +16,711 +13%
LG
82
Laidlaw Group
New York
$15.5M 146,303 -160 -0.1%
HCM
83
Hengehold Capital Management
Ohio
$15.1M 142,726 -3,537 -2%
CAL
84
Capital Analysts LLC
Pennsylvania
$15.1M 142,426 +11,490 +9%
HTC
85
Haverford Trust Company
Pennsylvania
$14.9M 140,857 +8,670 +7%
AIM
86
Acropolis Investment Management
Missouri
$14.8M 140,182 -15,766 -10%
FHB
87
First Hawaiian Bank
Hawaii
$14.6M 138,147 +19,573 +17%
TF
88
Trutina Financial
Washington
$13.7M 130,006 +7,596 +6%
PP
89
Palladium Partners
Virginia
$13.6M 128,805 +4,054 +3%
OC
90
Oppenheimer & Co
New York
$13.6M 128,543 -13,184 -9%
WPC
91
White Pine Capital
Minnesota
$13.5M 127,366 +1,150 +0.9%
LG
92
LaFleur & Godfrey
Michigan
$12.8M 121,260 -14,924 -11%
EK
93
Evensky & Katz
Florida
$12.7M 119,880 -462 -0.4%
LYV
94
Live Your Vision
Pennsylvania
$12.6M 119,253 -4,050 -3%
CIC
95
Cutler Investment Counsel
Oregon
$12.5M 118,445 +479 +0.4%
HFS
96
HL Financial Services
Kentucky
$12.3M 116,739 +4,432 +4%
SG
97
Swarthmore Group
Pennsylvania
$12.2M 115,900 – –
RJFSA
98
Raymond James Financial Services Advisors
Florida
$12.2M 115,667 -33,996 -23%
First Trust Advisors
99
First Trust Advisors
Illinois
$12.1M 114,851 +30,544 +36%
Truist Financial
100
Truist Financial
North Carolina
$11.9M 112,308 -2,881 -3%
2 3
4
5 6