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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 %
FTIOP
201
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.85M – – –
PA
202
Pinnacle Associates
New York
$1.79M +$50.8K +966 +3%
SFSG
203
Stearns Financial Services Group
North Carolina
$1.79M -$130K -2,468 -7%
MFO
204
Marcuard Family Office
Switzerland
$1.75M -$211K -4,000 -11%
PFM
205
PacWest Financial Management
Arizona
$1.72M – – –
AT
206
Arden Trust
Delaware
$1.67M +$476K +9,036 +40%
Millennium Management
207
Millennium Management
New York
$1.65M +$1.65M +31,366 New
RCAG
208
Rehmann Capital Advisory Group
Michigan
$1.59M +$72.2K +1,372 +5%
CA
209
Cetera Advisors
Colorado
$1.55M +$160K +3,050 +12%
HIS
210
Horizon Investment Services
Indiana
$1.55M -$139K -2,644 -8%
ST
211
Sentinel Trust
Texas
$1.54M -$20.2K -384 -1%
CCM
212
Coe Capital Management
Illinois
$1.52M -$111K -2,100 -7%
IFS
213
Ifrah Financial Services
Arkansas
$1.51M +$10.8K +206 +0.7%
NAM
214
Nichols Asset Management
Massachusetts
$1.42M – – –
OIA
215
Optimum Investment Advisors
Illinois
$1.42M +$1.42M +26,912 New
ACM
216
Antonetti Capital Management
Florida
$1.41M +$381K +7,234 +37%
AIA
217
Alerus Investment Advisors
Minnesota
$1.37M -$10.7K -204 -0.8%
CWM
218
Cabot Wealth Management
Massachusetts
$1.37M +$619K +11,760 +83%
OWP
219
Obermeyer Wealth Partners
Colorado
$1.35M – – –
SI
220
SII Investments
Wisconsin
$1.34M -$1.28M -24,340 -49%
MFS
221
MSI Financial Services
Massachusetts
$1.27M -$285K -5,412 -18%
B
222
Bailard
California
$1.26M +$157K +2,980 +14%
LC
223
Lourd Capital
California
$1.24M – – –
FSC
224
Fiduciary Services Corp
Georgia
$1.23M -$23.7K -450 -2%
PVH
225
Psagot Value Holdings
Israel
$1.2M +$49.6K +942 +4%
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9
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