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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 %
WF
201
WealthTrust Fairport
Ohio
$1.94M -$23.4K -444 -1%
EWM
202
Empirical Wealth Management
Washington
$1.94M -$271K -5,140 -12%
FHA
203
First Horizon Advisors
Tennessee
$1.9M +$840K +15,932 +79%
Kayne Anderson Rudnick Investment Management
204
Kayne Anderson Rudnick Investment Management
California
$1.9M -$4.01K -76 -0.2%
MFS
205
MSI Financial Services
Massachusetts
$1.86M +$589K +11,172 +46%
Deutsche Bank
206
Deutsche Bank
Germany
$1.86M -$1.66M -31,546 -47%
NCM
207
Novare Capital Management
North Carolina
$1.78M +$1.78M +33,680 New
CA
208
Cetera Advisors
Colorado
$1.74M +$178K +3,380 +11%
MIC
209
Meridian Investment Counsel
California
$1.72M +$1.72M +32,680 New
FTIOP
210
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.71M -$151K -2,870 -8%
MFO
211
Marcuard Family Office
Switzerland
$1.7M -$52.7K -1,000 -3%
ST
212
Smithfield Trust
Pennsylvania
$1.69M -$189K -3,592 -10%
SFSG
213
Stearns Financial Services Group
North Carolina
$1.62M -$173K -3,276 -10%
FSC
214
Fiduciary Services Corp
Georgia
$1.57M +$336K +6,380 +27%
ACM
215
Antonetti Capital Management
Florida
$1.54M +$133K +2,518 +9%
HIS
216
Horizon Investment Services
Indiana
$1.53M -$21.5K -408 -1%
ST
217
Sentinel Trust
Texas
$1.53M -$13.5K -256 -0.9%
IFS
218
Ifrah Financial Services
Arkansas
$1.51M -$2.95K -56 -0.2%
FIM
219
Freedom Investment Management
Connecticut
$1.5M -$482K -9,140 -24%
OIA
220
Optimum Investment Advisors
Illinois
$1.48M +$64.3K +1,220 +5%
CCM
221
Coe Capital Management
Illinois
$1.45M -$69.6K -1,320 -5%
SIC
222
Shoker Investment Counsel
Ohio
$1.45M +$1.45M +27,534 New
BFEC
223
Benjamin F. Edwards & Company
Missouri
$1.45M -$1.26M -23,858 -46%
NAM
224
Nichols Asset Management
Massachusetts
$1.42M – – –
PAG
225
Private Advisor Group
New Jersey
$1.41M +$1.41M +26,826 New
7 8
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