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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 %
DSC
176
Duncker Streett & Co
Missouri
$3.09M +$600K +11,386 +24%
WB
177
WesBanco Bank
West Virginia
$3.08M +$94.9K +1,800 +3%
SEIA
178
Signature Estate & Investment Advisors
California
$3.06M -$239K -4,526 -7%
BA
179
Boston Advisors
Massachusetts
$2.85M +$145K +2,756 +5%
PAS
180
Partnervest Advisory Services
California
$2.83M +$2.69M +51,028 +2,001%
MCC
181
Mid Continent Capital
Illinois
$2.73M -$113K -2,140 -4%
AL
182
Aspiriant LLC
California
$2.73M +$1.53M +29,082 +128%
CTC
183
Central Trust Company
Missouri
$2.66M +$353K +6,700 +15%
NPC
184
National Planning Corporation
California
$2.66M -$2.19M -41,560 -45%
HCP
185
Holt Capital Partners
Texas
$2.61M +$2.61M +49,456 New
Chevy Chase Trust
186
Chevy Chase Trust
Maryland
$2.57M -$275K -5,220 -10%
RCM
187
Rotella Capital Management
Washington
$2.5M -$295K -5,600 -11%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$2.5M +$905K +17,168 +57%
GIA
189
Granite Investment Advisors
New Hampshire
$2.38M +$240K +4,560 +11%
DIP
190
DT Investment Partners
Pennsylvania
$2.35M -$224K -4,244 -9%
RBC
191
Ronald Blue & Co
Georgia
$2.34M +$2.34M +44,344 New
SI
192
Shaker Investments
Ohio
$2.31M +$2.31M +43,854 New
AIA
193
Alerus Investment Advisors
Minnesota
$2.3M +$931K +17,638 +68%
WCM
194
Wunderlich Capital Managemnt
Tennessee
$2.3M +$2.3M +43,560 New
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$2.25M – – –
JIC
196
Johnson Investment Counsel
Ohio
$2.21M +$196K +3,718 +10%
AA
197
Apriem Advisors
California
$2.17M -$254K -4,820 -10%
SIC
198
Sigma Investment Counselors
Michigan
$2.02M -$288K -5,462 -13%
PA
199
Pinnacle Associates
New York
$1.98M +$183K +3,464 +10%
MA
200
Menlo Advisors
California
$1.97M – – –
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