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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+12
Holders Change %
+3.5%
% of All Funds
11.51%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
2.11%
New
36
Increased
148
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$162M
2
Wells Fargo
Wells Fargo
California
$494M
3
Goldman Sachs
Goldman Sachs
New York
$66.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$94.3M
5
BIM
BlackRock Investment Management
Delaware
$53.2M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$27.7M
2
WI
WBI Investments
New Jersey
$0
3
JIR
James Investment Research
Ohio
$58.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$14M
5
RIG
RiverFront Investment Group
Virginia
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
HK
176
Horizon Kinetics
New York
$2.83M +$91.3K +1,734 +3%
RCM
177
Rotella Capital Management
Washington
$2.79M +$1.96M +37,200 +235%
BFEC
178
Benjamin F. Edwards & Company
Missouri
$2.71M -$4.65M -88,386 -63%
BA
179
Boston Advisors
Massachusetts
$2.7M -$293K -5,560 -10%
SG
180
Swarthmore Group
Pennsylvania
$2.7M -$2.36M -44,800 -47%
WCA
181
Westover Capital Advisors
Delaware
$2.61M -$352K -6,688 -12%
DIP
182
DT Investment Partners
Pennsylvania
$2.57M +$216K +4,100 +9%
DSC
183
Duncker Streett & Co
Missouri
$2.49M +$16.1K +306 +0.7%
AA
184
Apriem Advisors
California
$2.42M -$470K -8,930 -16%
CTC
185
Central Trust Company
Missouri
$2.31M +$886K +16,830 +62%
SIC
186
Sigma Investment Counselors
Michigan
$2.3M +$7.9K +150 +0.3%
SCA
187
STALEY CAPITAL ADVISERS
Pennsylvania
$2.25M – – –
EWM
188
Empirical Wealth Management
Washington
$2.21M -$365K -6,938 -14%
SAS
189
Stelac Advisory Services
New York
$2.18M -$46.7K -888 -2%
CFS
190
Community Financial System
New York
$2.18M -$282K -5,360 -11%
GIA
191
Granite Investment Advisors
New Hampshire
$2.14M +$5.26K +100 +0.2%
AAC
192
Asset Advisors Corp
Georgia
$2.06M -$137K -2,600 -6%
NEAM
193
New England Asset Management
Connecticut
$2.05M +$2.05M +38,988 New
JIC
194
Johnson Investment Counsel
Ohio
$2.01M +$664K +12,614 +49%
FIM
195
Freedom Investment Management
Connecticut
$1.98M -$24.1K -458 -1%
MA
196
Menlo Advisors
California
$1.97M -$32.6K -620 -2%
WF
197
WealthTrust Fairport
Ohio
$1.96M -$325K -6,168 -14%
Kayne Anderson Rudnick Investment Management
198
Kayne Anderson Rudnick Investment Management
California
$1.9M +$266K +5,048 +16%
AA
199
Alesco Advisors
New York
$1.89M -$76.3K -1,450 -4%
ST
200
Smithfield Trust
Pennsylvania
$1.88M -$668K -12,690 -26%
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