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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 %
AIM
76
Acropolis Investment Management
Missouri
$15.3M +$649K +12,340 +4%
MA
77
MUFG Americas
New York
$14.9M -$1.84M -35,042 -11%
LA
78
Leonetti & Associates
Illinois
$14.5M -$1.58M -30,028 -10%
PP
79
Palladium Partners
Virginia
$14.2M +$380K +7,228 +3%
CCG
80
Cypress Capital Group
Florida
$13.9M -$4.24M -80,600 -23%
Barclays
81
Barclays
United Kingdom
$13.4M +$3.75M +71,448 +39%
WPC
82
White Pine Capital
Minnesota
$13.4M +$100K +1,910 +0.8%
EK
83
Evensky & Katz
Florida
$13.1M +$360K +6,844 +3%
EB
84
Eastern Bank
Massachusetts
$13.1M -$17M -323,034 -57%
TF
85
Trutina Financial
Washington
$13.1M +$350K +6,662 +3%
BSB
86
Bangor Savings Bank
Maine
$12.8M +$1.04M +19,858 +9%
SG
87
Swarthmore Group
Pennsylvania
$12.3M -$4.01M -76,200 -25%
CIC
88
Cutler Investment Counsel
Oregon
$12.1M -$802K -15,242 -6%
AssetMark Inc
89
AssetMark Inc
California
$12M +$342K +6,498 +3%
Truist Financial
90
Truist Financial
North Carolina
$12M +$172K +3,268 +1%
LYV
91
Live Your Vision
Pennsylvania
$11.8M -$1.48M -28,068 -11%
ST
92
Sabal Trust
Florida
$11.8M -$279K -5,308 -2%
LWM
93
LBA Wealth Management
Florida
$11.6M -$26.3K -500 -0.2%
AllianceBernstein
94
AllianceBernstein
Tennessee
$11.5M +$5.24M +99,730 +83%
HH
95
Hilltop Holdings
Texas
$11.5M +$134K +2,556 +1%
HFS
96
HL Financial Services
Kentucky
$11.3M -$1.36M -25,914 -11%
CM
97
Cornerstone Management
Georgia
$11.2M +$11.2M +212,382 New
CPO
98
Cerity Partners OCIO
New York
$11.1M +$2.14M +40,628 +24%
CL
99
CPWM LLC
Washington
$11.1M +$61.1K +1,162 +0.6%
FHB
100
First Hawaiian Bank
Hawaii
$11M -$3.97M -75,424 -26%
2 3
4
5 6