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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

401 hedge funds and large institutions have $6.41B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 146 increasing their positions, 171 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
11.64%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
1.74%
New
21
Increased
146
Reduced
171
Closed
21
Calls
–
Puts
$600K
Net Calls
-$600K
Net Calls Change
+$129K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$311M
3
TH
TCTC Holdings
Texas
$20.9M
4
KACA
Kayne Anderson Capital Advisors
California
$13.5M
5
SC
SouthState Corp
Florida
$12M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$51.5M
2
SCM
Saba Capital Management
New York
$24.1M
3
JIR
James Investment Research
Ohio
$48.1M
4
Bank of America
Bank of America
North Carolina
$411M
5
SAS
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
201
FineMark National Bank & Trust
Florida
$1.77M -$37.5K -712 -2%
FTIOP
202
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.74M – – –
AFG
203
Albion Financial Group
Utah
$1.72M -$229K -4,356 -12%
PGA
204
Portland Global Advisors
Maine
$1.7M +$547K +10,394 +47%
MIC
205
Meridian Investment Counsel
California
$1.67M – – –
TCM
206
TD Capital Management
Tennessee
$1.65M +$1.55M +29,404 +1,508%
SIC
207
Shoker Investment Counsel
Ohio
$1.62M -$201K -3,820 -11%
PFM
208
PacWest Financial Management
Arizona
$1.61M +$1.05K +20 +0.1%
OIA
209
Optimum Investment Advisors
Illinois
$1.6M +$42.1K +800 +3%
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$1.59M -$5.06K -96 -0.3%
PHS
211
Pekin Hardy Strauss
Illinois
$1.59M +$18.9K +360 +1%
IFS
212
Ifrah Financial Services
Arkansas
$1.57M +$14.8K +282 +1%
BOK
213
Bank of Kentucky
Kentucky
$1.57M +$267K +5,066 +21%
IPC
214
Independent Portfolio Consultants
Florida
$1.53M +$892K +16,940 +139%
EWM
215
Empirical Wealth Management
Washington
$1.52M -$127K -2,408 -8%
FA
216
FDx Advisors
Illinois
$1.51M -$15M -285,732 -91%
VKH
217
Virtu KCG Holdings
New York
$1.5M -$46.7K -888 -3%
TWM
218
Torch Wealth Management
Ohio
$1.48M +$1.16K +22 +0.1%
EIM
219
Emerson Investment Management
Massachusetts
$1.46M +$1.46M +27,740 New
AA
220
Apriem Advisors
California
$1.44M -$248K -4,710 -15%
CTC
221
Central Trust Company
Missouri
$1.43M -$182K -3,450 -11%
HIS
222
Horizon Investment Services
Indiana
$1.43M -$32K -608 -2%
OWP
223
Obermeyer Wealth Partners
Colorado
$1.41M -$116K -2,200 -8%
KC
224
Kingfisher Capital
North Carolina
$1.4M +$456K +8,656 +48%
CCM
225
Coe Capital Management
Illinois
$1.39M -$3.68K -70 -0.3%
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