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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

403 hedge funds and large institutions have $6.57B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+8
Holders Change %
+2.03%
% of All Funds
11.59%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.78%
New
34
Increased
144
Reduced
169
Closed
22
Calls
–
Puts
$729K
Net Calls
-$729K
Net Calls Change
-$834K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$90.6M
2
DPIM
Duff & Phelps Investment Management
Illinois
$115M
3
SCM
Saba Capital Management
New York
$74.1M
4
BlackRock
BlackRock
New York
$525M
5
Bank of America
Bank of America
North Carolina
$449M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$826K
2
U
UBS
Switzerland
$261M
3
USAA
United Services Automobile Association
Texas
$0
4
FWP
FAS Wealth Partners
Kansas
$266K
5
JIR
James Investment Research
Ohio
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
STALEY CAPITAL ADVISERS
Pennsylvania
$2.04M -$211K -4,000 -9%
MA
202
Menlo Advisors
California
$1.98M – – –
AFG
203
Albion Financial Group
Utah
$1.95M -$8.36M -158,274 -81%
KIM
204
Karpus Investment Management
New York
$1.93M -$2.64M -50,000 -58%
FHA
205
First Horizon Advisors
Tennessee
$1.93M +$282K +5,340 +17%
JIC
206
Johnson Investment Counsel
Ohio
$1.93M -$89.8K -1,700 -4%
PAG
207
Private Advisor Group
New Jersey
$1.92M +$50.1K +948 +3%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$1.9M +$106 +2 +0%
GIA
209
Granite Investment Advisors
New Hampshire
$1.88M -$515K -9,740 -21%
SIC
210
Shoker Investment Counsel
Ohio
$1.83M +$381K +7,216 +26%
FNBT
211
FineMark National Bank & Trust
Florida
$1.81M -$151K -2,850 -8%
FTIOP
212
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.74M +$3.91K +74 +0.2%
AA
213
Apriem Advisors
California
$1.69M -$217K -4,098 -11%
MIC
214
Meridian Investment Counsel
California
$1.67M – – –
EWM
215
Empirical Wealth Management
Washington
$1.65M -$110K -2,082 -6%
CTC
216
Central Trust Company
Missouri
$1.62M -$127K -2,400 -7%
PFM
217
PacWest Financial Management
Arizona
$1.62M -$56K -1,060 -3%
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$1.6M -$384K -7,270 -19%
PHS
219
Pekin Hardy Strauss
Illinois
$1.58M +$278K +5,270 +21%
FWC
220
First Washington Corp
Washington
$1.58M +$520K +9,840 +49%
IFS
221
Ifrah Financial Services
Arkansas
$1.56M +$6.34K +120 +0.4%
OIA
222
Optimum Investment Advisors
Illinois
$1.56M +$173K +3,282 +12%
VKH
223
Virtu KCG Holdings
New York
$1.55M -$26.9M -509,570 -95%
OWP
224
Obermeyer Wealth Partners
Colorado
$1.53M -$2.11K -40 -0.1%
TWM
225
Torch Wealth Management
Ohio
$1.49M -$29.1K -550 -2%
7 8
9
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