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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 %
RBC
176
Ronald Blue & Co
Georgia
$3.06M +$3.06M +58,192 New
HCMT
177
Highland Capital Management (Tennessee)
Tennessee
$3.01M +$20K +380 +0.7%
MFS
178
MSI Financial Services
Massachusetts
$2.96M -$218K -4,154 -7%
FHA
179
First Horizon Advisors
Tennessee
$2.91M +$988K +18,790 +51%
PAS
180
Partnervest Advisory Services
California
$2.84M -$193K -3,674 -6%
WCM
181
Wunderlich Capital Managemnt
Tennessee
$2.82M +$149K +2,836 +6%
AC
182
Alexandria Capital
Virginia
$2.77M -$221K -4,200 -7%
BHB
183
Bank Hapoalim BM
Israel
$2.72M – – –
SAS
184
Stelac Advisory Services
New York
$2.65M +$2.65M +50,420 New
KA
185
Kovack Advisors
Florida
$2.64M +$2.64M +50,114 New
FAAS
186
First Allied Advisory Services
California
$2.53M -$317K -6,016 -11%
RCAG
187
Rehmann Capital Advisory Group
Michigan
$2.52M -$813K -15,450 -24%
BA
188
Boston Advisors
Massachusetts
$2.38M -$794K -15,098 -25%
CWM
189
Cabot Wealth Management
Massachusetts
$2.31M -$24.5K -466 -1%
AIA
190
Alerus Investment Advisors
Minnesota
$2.3M +$24.9K +474 +1%
BL
191
BCWM LLC
Kansas
$2.28M +$2.28M +4,336 New
RCG
192
Ruggie Capital Group
Florida
$2.23M +$2.23M +42,300 New
DWM
193
Dakota Wealth Management
Florida
$2.15M +$2.15M +40,730 New
ST
194
Smithfield Trust
Pennsylvania
$2.12M -$64.1K -1,218 -3%
HW
195
Hancock Whitney
Mississippi
$2.07M -$12.6K -240 -0.6%
CA
196
Cetera Advisors
Colorado
$2.07M -$238K -4,520 -10%
MCC
197
Mid Continent Capital
Illinois
$2.06M -$142K -2,700 -6%
SI
198
Shaker Investments
Ohio
$2.05M +$59.7K +1,136 +3%
SCA
199
STALEY CAPITAL ADVISERS
Pennsylvania
$2.03M – – –
NPC
200
National Planning Corporation
California
$2M +$21.2K +402 +1%
6 7
8
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