IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

388 hedge funds and large institutions have $6.62B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
11.27%
Holding in Top 10
71
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.23%
% of All Funds
2.06%
New
64
Increased
144
Reduced
127
Closed
26
Calls
$1.16M
Puts
$475K
Net Calls
+$685K
Net Calls Change
+$685K

Top Buyers

1
U
UBS
Switzerland
$481M
2
Bank of America
Bank of America
North Carolina
$399M
3
Morgan Stanley
Morgan Stanley
New York
$459M
4
Goldman Sachs
Goldman Sachs
New York
$104M
5
RIG
RiverFront Investment Group
Virginia
$127M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
$139K
2
JIR
James Investment Research
Ohio
$48.1M
3
LPL Financial
LPL Financial
California
$105M
4
IT
Investors Trust
Texas
$0
5
EFM
Equinox Fund Management
Colorado
$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
151
Bailard
California
$5.33M +$4.09M +79,692 +332%
WI
152
WrapManager Inc
California
$5.11M +$772K +14,650 +18%
AI
153
Atria Investments
North Carolina
$4.99M +$922K +17,488 +23%
HCM
154
Hollencrest Capital Management
California
$4.83M +$4.83M +91,580 New
FAAS
155
First Allied Advisory Services
California
$4.77M -$16.7M -316,230 -78%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$4.64M +$105 +2 +0%
BHB
157
Bank Hapoalim BM
Israel
$4.6M +$4.6M +27,300 New
V
158
Veritable
Delaware
$4.57M – – –
VFS
159
VSR Financial Services
Kansas
$4.49M +$275K +5,220 +7%
AAM
160
Autus Asset Management
Arizona
$4.41M +$254K +4,810 +6%
WCA
161
Westover Capital Advisors
Delaware
$4.07M +$1.45M +27,578 +56%
HW
162
Hancock Whitney
Mississippi
$4.07M – – –
AA
163
Alesco Advisors
New York
$4.07M +$2.17M +41,180 +114%
BPBT
164
Boston Private Bank & Trust
Massachusetts
$4.03M -$124K -2,360 -3%
IG
165
ING Group
Netherlands
$3.86M – – –
HJA
166
Hugh Johnson Advisors
New York
$3.86M +$844K +16,000 +28%
PSUF
167
People's United Financial
Connecticut
$3.82M +$33.2K +630 +0.9%
SIM
168
SSI Investment Management
California
$3.79M – – –
CWM
169
Cabot Wealth Management
Massachusetts
$3.71M +$2.34M +44,442 +171%
Mariner
170
Mariner
Kansas
$3.58M -$492K -9,330 -12%
ADBIC
171
A.D. Beadell Investment Counsel
Wisconsin
$3.51M +$89.6K +1,700 +3%
AP
172
Advisors Preferred
Maryland
$3.33M +$3.33M +63,246 New
GAG
173
GM Advisory Group
New York
$3.3M +$3.3M +62,628 New
HK
174
Horizon Kinetics
New York
$3.13M +$299K +5,668 +11%
AssetMark Inc
175
AssetMark Inc
California
$3.09M -$4.62M -87,652 -60%
5 6
7
8 9