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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 %
FC
151
Forte Capital
New York
$4.73M -$224K -4,268 -5%
Fisher Asset Management
152
Fisher Asset Management
Washington
$4.69M -$412K -7,834 -8%
DIP
153
DT Investment Partners
Pennsylvania
$4.69M +$165K +3,132 +4%
AAM
154
Autus Asset Management
Arizona
$4.68M +$112K +2,130 +2%
KT
155
Kanaly Trust
Texas
$4.5M -$381K -7,240 -8%
CFA
156
CT Financial Advisors
Pennsylvania
$4.49M +$4.49M +85,432 New
AIG
157
American International Group
New York
$4.44M -$3.28M -62,430 -43%
Chevy Chase Trust
158
Chevy Chase Trust
Maryland
$4.41M +$210K +3,990 +5%
WCA
159
Westover Capital Advisors
Delaware
$4.4M -$238K -4,526 -5%
AA
160
Alesco Advisors
New York
$4.39M +$63.1K +1,200 +1%
DADC
161
D.A. Davidson & Co
Montana
$4.17M -$582K -11,070 -12%
NAM
162
NTV Asset Management
West Virginia
$4.15M -$273K -5,200 -6%
SIM
163
SSI Investment Management
California
$4.04M – – –
TCM
164
TD Capital Management
Tennessee
$4.03M +$2.38M +45,176 +144%
HJA
165
Hugh Johnson Advisors
New York
$3.88M -$40.5K -770 -1%
HK
166
Horizon Kinetics
New York
$3.61M – – –
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$3.6M +$3.6M +68,384 New
First Trust Advisors
168
First Trust Advisors
Illinois
$3.54M -$7.91M -150,384 -69%
DSC
169
Duncker Streett & Co
Missouri
$3.49M -$135K -2,576 -4%
ADBIC
170
A.D. Beadell Investment Counsel
Wisconsin
$3.43M – – –
WB
171
WesBanco Bank
West Virginia
$3.22M – – –
HCP
172
Holt Capital Partners
Texas
$3.21M -$17.9K -340 -0.6%
Deutsche Bank
173
Deutsche Bank
Germany
$3.18M -$310K -5,896 -9%
AI
174
Atria Investments
North Carolina
$3.17M +$113K +2,150 +4%
PSUF
175
People's United Financial
Connecticut
$3.15M +$93.5K +1,778 +3%
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7
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