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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

401 hedge funds and large institutions have $6.41B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 146 increasing their positions, 171 reducing their positions, and 21 closing their positions.

Holders
401
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
11.64%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
1.74%
New
21
Increased
146
Reduced
171
Closed
21
Calls
–
Puts
$600K
Net Calls
-$600K
Net Calls Change
+$129K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$311M
3
TH
3
TCTC Holdings
Texas
$20.9M
4
KACA
4
Kayne Anderson Capital Advisors
California
$13.5M
5
SC
5
SouthState Corp
Florida
$12M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$51.5M
2
SCM
2
Saba Capital Management
New York
$24.1M
3
Bank of America
3
Bank of America
North Carolina
$411M
4
SAS
4
Sage Advisory Services
Texas
$0
5
SB
5
Suntrust Banks
Georgia
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
151
Bluefin Capital Management
New York
$4.8M 45,598 +43,958 +2,680%
PA
152
Pinnacle Associates
New York
$4.8M 45,542 +23,564 +107%
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$4.79M 45,525 +2,825 +7%
DADC
154
D.A. Davidson & Co
Montana
$4.75M 45,164 -43,712 -49%
BPBT
155
Boston Private Bank & Trust
Massachusetts
$4.65M 44,116 +1,345 +3%
WCA
156
Westover Capital Advisors
Delaware
$4.64M 44,090 +24 +0.1%
AAM
157
Autus Asset Management
Arizona
$4.57M 43,415 -1,774 -4%
DIP
158
DT Investment Partners
Pennsylvania
$4.53M 42,978 +5,268 +14%
NAM
159
NTV Asset Management
West Virginia
$4.43M 42,085 -75 -0.2%
AA
160
Alesco Advisors
New York
$4.33M 41,168 +771 +2%
Chevy Chase Trust
161
Chevy Chase Trust
Maryland
$4.21M 39,950 +15,115 +61%
SIM
162
SSI Investment Management
California
$4.04M 38,395 – –
HJA
163
Hugh Johnson Advisors
New York
$3.92M 37,252 +332 +0.9%
DSC
164
Duncker Streett & Co
Missouri
$3.63M 34,445 +4,226 +14%
HK
165
Horizon Kinetics
New York
$3.61M 34,300 -160 -0.5%
Deutsche Bank
166
Deutsche Bank
Germany
$3.49M 33,145 -3,550 -10%
ADBIC
167
A.D. Beadell Investment Counsel
Wisconsin
$3.43M 32,585 – –
RCAG
168
Rehmann Capital Advisory Group
Michigan
$3.33M 31,642 +2,515 +9%
HCP
169
Holt Capital Partners
Texas
$3.23M 30,666 +325 +1%
WB
170
WesBanco Bank
West Virginia
$3.22M 30,579 – –
MFS
171
MSI Financial Services
Massachusetts
$3.18M 30,222 +9,055 +43%
BA
172
Boston Advisors
Massachusetts
$3.18M 30,208 +299 +1%
AI
173
Atria Investments
North Carolina
$3.06M 29,053 +1,419 +5%
PSUF
174
People's United Financial
Connecticut
$3.06M 29,046 -334 -1%
PAS
175
Partnervest Advisory Services
California
$3.04M 28,876 -20,838 -42%
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