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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

395 hedge funds and large institutions have $7.82B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 179 increasing their positions, 134 reducing their positions, and 29 closing their positions.

Holders
395
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
11.42%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
2.11%
New
37
Increased
179
Reduced
134
Closed
29
Calls
$422K
Puts
$317K
Net Calls
+$105K
Net Calls Change
-$580K

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$1.02B
2
RIG
2
RiverFront Investment Group
Virginia
$170M
3
BIT
3
BlackRock Institutional Trust
California
$158M
4
VKH
4
Virtu KCG Holdings
New York
$28.4M
5
U
5
UBS
Switzerland
$502M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.6M
2
JIR
2
James Investment Research
Ohio
$45.8M
3
SR
3
Swiss Reinsurance
Switzerland
$0
4
LPL Financial
4
LPL Financial
California
$66.2M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$45.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
201
Wunderlich Capital Managemnt
Tennessee
$2.3M 21,842 +62 +0.3%
SI
202
Shaker Investments
Ohio
$2.27M 21,503 -424 -2%
SCA
203
STALEY CAPITAL ADVISERS
Pennsylvania
$2.25M 21,341 – –
ACM
204
Antonetti Capital Management
Florida
$2.17M 20,556 +5,937 +41%
JIC
205
Johnson Investment Counsel
Ohio
$2.01M 19,070 -1,859 -9%
MFS
206
MSI Financial Services
Massachusetts
$2M 18,999 +1,324 +7%
Kayne Anderson Rudnick Investment Management
207
Kayne Anderson Rudnick Investment Management
California
$1.98M 18,800 +775 +4%
MA
208
Menlo Advisors
California
$1.97M 18,720 – –
FNBT
209
FineMark National Bank & Trust
Florida
$1.96M 18,575 +5,480 +42%
WF
210
WealthTrust Fairport
Ohio
$1.92M 18,160 -276 -1%
AA
211
Apriem Advisors
California
$1.9M 18,046 -2,499 -12%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$1.9M 18,018 +17,102 +1,867%
CA
213
Cetera Advisors
Colorado
$1.87M 17,712 +1,253 +8%
PAG
214
Private Advisor Group
New Jersey
$1.87M 17,698 +4,285 +32%
Millennium Management
215
Millennium Management
New York
$1.82M 17,296 +4,982 +40%
MFO
216
Marcuard Family Office
Switzerland
$1.81M 17,170 +1,070 +7%
GAG
217
GM Advisory Group
New York
$1.81M 17,163 -14,151 -45%
EWM
218
Empirical Wealth Management
Washington
$1.76M 16,647 -1,781 -10%
CTC
219
Central Trust Company
Missouri
$1.75M 16,549 -8,710 -34%
SIC
220
Sigma Investment Counselors
Michigan
$1.74M 16,523 -2,589 -14%
FTIOP
221
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.74M 16,446 +277 +2%
MIC
222
Meridian Investment Counsel
California
$1.67M 15,840 -500 -3%
PFM
223
PacWest Financial Management
Arizona
$1.67M 15,845 -200 -1%
FHA
224
First Horizon Advisors
Tennessee
$1.64M 15,582 -2,455 -14%
SFSG
225
Stearns Financial Services Group
North Carolina
$1.63M 15,412 +68 +0.4%
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