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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
United Capital Financial Advisors
Texas
$73.3M
2
Bank of America
Bank of America
North Carolina
$454M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$242M
4
FEG
Fund Evaluation Group
Ohio
$26.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$131M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$70.9M
2
JIR
James Investment Research
Ohio
$45.4M
3
Wells Fargo
Wells Fargo
California
$383M
4
Morgan Stanley
Morgan Stanley
New York
$375M
5
DPIM
Duff & Phelps Investment Management
Illinois
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
126
Palladiem
Pennsylvania
$6.44M +$6.44M +122,504 New
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$6.11M +$539K +10,242 +10%
WTC
128
WhitTier Trust Company
Nevada
$5.96M -$430K -8,182 -7%
AP
129
Atwood & Palmer
Missouri
$5.94M -$378K -7,180 -6%
EGA
130
Eagle Global Advisors
Texas
$5.83M +$21K +400 +0.4%
SFG
131
Sage Financial Group
Pennsylvania
$5.77M +$5.77M +109,720 New
LG
132
LaFleur & Godfrey
Michigan
$5.77M -$3.52M -66,960 -38%
CFMC
133
Curbstone Financial Management Corp
New Hampshire
$5.7M +$915K +17,400 +19%
AC
134
Alley Company
Illinois
$5.69M +$5.69M +108,260 New
JWM
135
Jackson Wealth Management
Florida
$5.68M +$5.68M +107,928 New
IAA
136
Ironsides Asset Advisors
North Carolina
$5.64M +$64.2K +1,220 +1%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$5.59M +$4.36M +82,866 +354%
AT
138
Arden Trust
Delaware
$5.57M +$140K +2,660 +3%
PA
139
Pinnacle Associates
New York
$5.56M +$773K +14,694 +16%
BC
140
Bartlett & Co
Ohio
$5.5M -$371K -7,062 -6%
FAAM
141
First Allied Asset Management
California
$5.47M +$51.3K +974 +0.9%
BPBT
142
Boston Private Bank & Trust
Massachusetts
$5.41M +$768K +14,596 +17%
BAC
143
Boys Arnold & Co
North Carolina
$5.29M +$268K +5,094 +5%
HCM
144
Hollencrest Capital Management
California
$5.28M +$369K +7,022 +8%
PAG
145
Private Advisor Group
New Jersey
$5.17M -$491K -9,342 -9%
GC
146
Guggenheim Capital
Illinois
$5.08M -$805K -15,312 -14%
SHA
147
Smith Hayes Advisers
Nebraska
$5.02M +$100K +1,902 +2%
VFS
148
VSR Financial Services
Kansas
$4.97M +$92.1K +1,752 +2%
DIA
149
Denver Investment Advisors
Colorado
$4.88M -$240K -4,554 -5%
Wellington Management Group
150
Wellington Management Group
Massachusetts
$4.81M -$19.5M -370,168 -80%
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