IGSB icon

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 %
CAL
76
Capital Analysts LLC
Pennsylvania
$16.3M 154,588 +12,162 +9%
LA
77
Leonetti & Associates
Illinois
$16.1M 153,314 -2,824 -2%
HTC
78
Haverford Trust Company
Pennsylvania
$16M 152,093 +11,236 +8%
PI
79
Placemark Investments
Illinois
$15.9M 151,429 -31,731 -17%
LG
80
Laidlaw Group
New York
$15.4M 146,298 -5 -0%
FHB
81
First Hawaiian Bank
Hawaii
$15M 142,389 +4,242 +3%
HCM
82
Hengehold Capital Management
Ohio
$14.8M 140,607 -2,119 -1%
AIM
83
Acropolis Investment Management
Missouri
$14.7M 139,190 -992 -0.7%
PP
84
Palladium Partners
Virginia
$13.8M 131,277 +2,472 +2%
KACA
85
Kayne Anderson Capital Advisors
California
$13.5M 128,000 +128,000 New
LYV
86
Live Your Vision
Pennsylvania
$13.3M 126,073 +6,820 +6%
WPC
87
White Pine Capital
Minnesota
$13.3M 126,187 -1,179 -0.9%
CIC
88
Cutler Investment Counsel
Oregon
$12.9M 122,342 +3,897 +3%
EK
89
Evensky & Katz
Florida
$12.7M 120,958 +1,078 +0.9%
TF
90
Trutina Financial
Washington
$12.7M 120,908 -9,098 -7%
HFS
91
HL Financial Services
Kentucky
$12.7M 120,652 +3,913 +3%
ST
92
Sabal Trust
Florida
$12.1M 114,792 +3,810 +3%
SC
93
SouthState Corp
Florida
$12M 113,735 +113,735 New
Truist Financial
94
Truist Financial
North Carolina
$11.8M 112,195 -113 -0.1%
BSB
95
Bangor Savings Bank
Maine
$11.7M 111,501 +2,806 +3%
AssetMark Inc
96
AssetMark Inc
California
$11.7M 111,093 +14,881 +15%
OC
97
Oppenheimer & Co
New York
$11.6M 110,468 -18,075 -14%
LWM
98
LBA Wealth Management
Florida
$11.6M 110,130 +26,220 +31%
First Trust Advisors
99
First Trust Advisors
Illinois
$11.5M 108,873 -5,978 -5%
HH
100
Hilltop Holdings
Texas
$11.4M 108,123 +21,357 +25%
2 3
4
5 6