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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.

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

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$51.5M
2
SCM
Saba Capital Management
New York
$24.1M
3
JIR
James Investment Research
Ohio
$48.1M
4
Bank of America
Bank of America
North Carolina
$411M
5
SAS
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
176
Accuvest Global Advisors
Utah
$3M -$1.69M -32,100 -36%
AC
177
Alexandria Capital
Virginia
$3M -$932K -17,712 -24%
HCMT
178
Highland Capital Management (Tennessee)
Tennessee
$2.99M -$140K -2,660 -4%
Jane Street
179
Jane Street
New York
$2.95M +$2.95M +56,120 New
M&T Bank
180
M&T Bank
New York
$2.9M +$2.9M +55,128 New
FAAS
181
First Allied Advisory Services
California
$2.85M -$1.21M -23,054 -30%
WCM
182
Wunderlich Capital Managemnt
Tennessee
$2.67M +$64.9K +1,236 +2%
CWM
183
Cabot Wealth Management
Massachusetts
$2.34M -$3.16K -60 -0.1%
CA
184
Cetera Advisors
Colorado
$2.31M -$72.5K -1,376 -3%
BHB
185
Bank Hapoalim BM
Israel
$2.31M -$349K -2,720 -13%
AIA
186
Alerus Investment Advisors
Minnesota
$2.28M +$97.2K +1,846 +4%
MCC
187
Mid Continent Capital
Illinois
$2.21M -$47.4K -900 -2%
ST
188
Smithfield Trust
Pennsylvania
$2.19M -$52K -988 -2%
AL
189
Aspiriant LLC
California
$2.12M -$310K -5,886 -13%
HW
190
Hancock Whitney
Mississippi
$2.09M -$206K -3,910 -9%
SEIA
191
Signature Estate & Investment Advisors
California
$2.04M -$297K -5,642 -13%
SCA
192
STALEY CAPITAL ADVISERS
Pennsylvania
$2.04M – – –
SI
193
Shaker Investments
Ohio
$1.99M -$73.6K -1,398 -4%
NPC
194
National Planning Corporation
California
$1.98M -$312K -5,922 -14%
MA
195
Menlo Advisors
California
$1.97M – – –
FHA
196
First Horizon Advisors
Tennessee
$1.92M +$1.16K +22 +0.1%
JIC
197
Johnson Investment Counsel
Ohio
$1.86M -$55.8K -1,060 -3%
GIA
198
Granite Investment Advisors
New Hampshire
$1.85M -$26.8K -510 -1%
GC
199
Garde Capital
Washington
$1.83M +$1.83M +34,800 New
KIM
200
Karpus Investment Management
New York
$1.79M -$134K -2,550 -7%
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