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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 %
OC
101
Oppenheimer & Co
New York
$10.7M -$931K -17,702 -8%
Mariner
102
Mariner
Kansas
$10.5M +$878K +16,704 +9%
T
103
Thomaspartners
Massachusetts
$10.3M -$403K -7,668 -4%
WCM
104
Windsor Capital Management
Arizona
$10.3M -$135K -2,560 -1%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$9.8M -$584K -11,104 -6%
DC
106
Deere & Company
Illinois
$9.57M – – –
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$9.47M -$973K -18,504 -9%
SSWM
108
Sheets Smith Wealth Management
North Carolina
$9.19M +$226K +4,290 +3%
FBT
109
Founders Bank & Trust
Michigan
$9.15M +$74.7K +1,420 +0.8%
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$9.14M -$300K -5,700 -3%
FAM
111
Foothills Asset Management
Arizona
$9.03M -$228K -4,330 -2%
NEPWA
112
New England Private Wealth Advisors
Massachusetts
$8.87M -$558K -10,608 -6%
FNBOH
113
First National Bank of Hutchinson
Kansas
$8.87M +$184K +3,508 +2%
DAM
114
Delta Asset Management
Tennessee
$8.25M -$200K -3,810 -2%
NEPPG
115
New England Professional Planning Group
Rhode Island
$8.11M +$8.11M +153,666 New
CMP
116
Courage Miller Partners
Virginia
$8.1M -$42.3K -804 -0.5%
EBSAM
117
Eubel Brady & Suttman Asset Management
Ohio
$8.02M -$1.65M -31,358 -17%
HCA
118
Horan Capital Advisors
Ohio
$7.89M +$141K +2,682 +2%
NA
119
Nottingham Advisors
New York
$7.87M +$7.87M +148,760 New
CS
120
Credit Suisse
Switzerland
$7.75M -$809K -15,376 -9%
BMM
121
Buffington Mohr McNeal
Idaho
$7.36M -$309K -5,868 -4%
CC
122
Courier Capital
New York
$7.21M -$163K -3,106 -2%
Northern Trust
123
Northern Trust
Illinois
$7.2M -$386K -734,274 -5%
KL
124
KWMG LLC
Kansas
$7.02M +$7.02M +133,518 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$6.95M -$143K -2,710 -2%
3 4
5
6 7