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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

403 hedge funds and large institutions have $6.57B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 22 closing their positions.

Holders
403
Holders Change
+8
Holders Change %
+2.03%
% of All Funds
11.59%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.78%
New
34
Increased
144
Reduced
169
Closed
22
Calls
–
Puts
$729K
Net Calls
-$729K
Net Calls Change
-$834K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$90.6M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$115M
3
SCM
3
Saba Capital Management
New York
$74.1M
4
BlackRock
4
BlackRock
New York
$525M
5
Bank of America
5
Bank of America
North Carolina
$449M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$826K
2
U
2
UBS
Switzerland
$261M
3
USAA
3
United Services Automobile Association
Texas
$0
4
FWP
4
FAS Wealth Partners
Kansas
$266K
5
JIR
5
James Investment Research
Ohio
$47.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WCA
151
Westover Capital Advisors
Delaware
$4.66M 44,066 +4,592 +12%
HCM
152
Hollencrest Capital Management
California
$4.61M 43,584 +2,607 +6%
BPBT
153
Boston Private Bank & Trust
Massachusetts
$4.52M 42,771 +3,496 +9%
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$4.51M 42,700 +650 +2%
NAM
155
NTV Asset Management
West Virginia
$4.46M 42,160 -2,750 -6%
AP
156
Atwood & Palmer
Missouri
$4.35M 41,132 +41,132 New
AA
157
Alesco Advisors
New York
$4.27M 40,397 +1,026 +3%
V
158
Veritable
Delaware
$4.2M 39,785 -179 -0.4%
FAAS
159
First Allied Advisory Services
California
$4.08M 38,565 -6,538 -14%
SIM
160
SSI Investment Management
California
$4.06M 38,395 – –
DIP
161
DT Investment Partners
Pennsylvania
$3.99M 37,710 +5,535 +17%
AC
162
Alexandria Capital
Virginia
$3.95M 37,326 -21,460 -37%
HJA
163
Hugh Johnson Advisors
New York
$3.9M 36,920 -495 -1%
MFO
164
Marcuard Family Office
Switzerland
$3.9M 36,870 +19,700 +115%
Deutsche Bank
165
Deutsche Bank
Germany
$3.88M 36,695 +679 +2%
HK
166
Horizon Kinetics
New York
$3.64M 34,460 -141 -0.4%
Mariner
167
Mariner
Kansas
$3.61M 34,165 -1,211 -3%
GCM
168
Glaxis Capital Management
Florida
$3.57M 33,800 +33,800 New
BAAM
169
Baker Avenue Asset Management
California
$3.52M 33,347 -63,780 -66%
ADBIC
170
A.D. Beadell Investment Counsel
Wisconsin
$3.44M 32,585 – –
WB
171
WesBanco Bank
West Virginia
$3.23M 30,579 – –
HCP
172
Holt Capital Partners
Texas
$3.21M 30,341 +3,613 +14%
DSC
173
Duncker Streett & Co
Missouri
$3.19M 30,219 +788 +3%
BA
174
Boston Advisors
Massachusetts
$3.16M 29,909 +424 +1%
HCMT
175
Highland Capital Management (Tennessee)
Tennessee
$3.14M 29,710 -9,971 -25%
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