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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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

300% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $284K

73% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 37

12% more capital invested

Capital invested by funds: $6.41B → $7.19B (+$779M)

5% more funds holding

Funds holding: 401 → 420 (+19)

3% more ownership

Funds ownership: 122.53% → 125.53% (+3%)

2% less funds holding in top 10

Funds holding in top 10: 60 → 59 (-1)

19% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 162

Holders
420
Holders Change
+19
Holders Change %
+4.74%
% of All Funds
11.2%
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

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$44M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.8M
4
FEG
Fund Evaluation Group
Ohio
+$26.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.3M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$94.4M
2
Northern Trust
Northern Trust
Illinois
-$38.7M
3
Wells Fargo
Wells Fargo
California
-$33.3M
4
Morgan Stanley
Morgan Stanley
New York
-$27.9M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$24.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
176
Ronald Blue & Co
Georgia
$3.06M +$3.06M +58,192 New
HCMT
177
Highland Capital Management (Tennessee)
Tennessee
$3M +$20K +380 +0.7%
MFS
178
MSI Financial Services
Massachusetts
$2.96M -$219K -4,154 -7%
FHA
179
First Horizon Advisors
Tennessee
$2.91M +$989K +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 -$795K -15,098 -25%
CWM
189
Cabot Wealth Management
Massachusetts
$2.31M -$24.5K -466 -1%
AIA
190
Alerus Investment Advisors
Minnesota
$2.3M +$25K +474 +1%
BL
191
BCWM LLC
Kansas
$2.28M +$228K +4,336 New
RCG
192
Ruggie Capital Group
Florida
$2.23M +$2.23M +42,300 New
DWM
193
Dakota Wealth Management
Florida
$2.15M +$2.14M +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 +$59.8K +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
9 10

IGSB Hedge Fund Activity: Q4 2014 in Review

420 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2014, worth a combined $7.19B — up 12% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IGSB positions and 37 closed out — a net gain of 27 holders — while 132 added to existing stakes and 162 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $46.1M. The largest seller was RiverFront Investment Group, cutting an estimated $94.4M.

  • 420 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2014, up from 401 in Q3 2014.
  • Funds reported $7.19B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2014, up 12% quarter-over-quarter.
  • 64 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2014 and 37 closed out, a net change of +27 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $46.1M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2014 was RiverFront Investment Group, an estimated $94.4M sold.

Based on aggregated 13F filings for Q4 2014.