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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

420 hedge funds and large institutions have $7.19B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 162 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+19
Holders Change %
+4.74%
% of All Funds
11.21%
Holding in Top 10
59
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.67%
% of All Funds
1.57%
New
64
Increased
132
Reduced
162
Closed
37
Calls
$1.14M
Puts
$284K
Net Calls
+$852K
Net Calls Change
+$1.45M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$73.3M
2
Bank of America
2
Bank of America
North Carolina
$454M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$242M
4
FEG
4
Fund Evaluation Group
Ohio
$26.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$131M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$70.9M
2
JIR
2
James Investment Research
Ohio
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$383M
4
Morgan Stanley
4
Morgan Stanley
New York
$375M
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
Menlo Advisors
California
$1.97M – – –
M&T Bank
202
M&T Bank
New York
$1.92M -$978K -18,592 -34%
KAH
203
Kathryn A. Hall
$1.88M +$1.88M +35,800 New
AL
204
Aspiriant LLC
California
$1.78M -$335K -6,362 -16%
FNBT
205
FineMark National Bank & Trust
Florida
$1.78M +$14.7K +280 +0.8%
GIA
206
Granite Investment Advisors
New Hampshire
$1.73M -$119K -2,270 -6%
SEIA
207
Signature Estate & Investment Advisors
California
$1.72M -$323K -6,142 -16%
BKA
208
Brick & Kyle Associates
Pennsylvania
$1.71M +$1.71M +32,570 New
AP
209
Advisors Preferred
Maryland
$1.67M +$1.67M +31,800 New
MIC
210
Meridian Investment Counsel
California
$1.67M – – –
JIC
211
Johnson Investment Counsel
Ohio
$1.66M -$198K -3,758 -11%
BOK
212
Bank of Kentucky
Kentucky
$1.65M +$81.7K +1,554 +5%
NPF
213
Norris Perne & French
Michigan
$1.64M +$474K +9,006 +40%
FTIOP
214
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.59M -$142K -2,700 -8%
BFG
215
Beacon Financial Group
Texas
$1.53M +$1.53M +29,206 New
PFM
216
PacWest Financial Management
Arizona
$1.53M -$86.3K -1,640 -5%
PWMAG
217
Pinnacle Wealth Management Advisory Group
New Jersey
$1.52M +$1.52M +28,924 New
AFG
218
Albion Financial Group
Utah
$1.51M -$204K -3,870 -12%
OWP
219
Obermeyer Wealth Partners
Colorado
$1.51M +$99.9K +1,900 +7%
CIA
220
Capital Investment Advisors
Georgia
$1.5M +$287K +5,464 +24%
IFS
221
Ifrah Financial Services
Arkansas
$1.49M -$81.4K -1,548 -5%
IPC
222
Independent Portfolio Consultants
Florida
$1.47M -$62.6K -1,190 -4%
PHS
223
Pekin Hardy Strauss
Illinois
$1.46M -$131K -2,490 -8%
BFA
224
BlackRock Fund Advisors
California
$1.43M +$356K +6,770 +33%
SIC
225
Shoker Investment Counsel
Ohio
$1.43M -$192K -3,656 -12%
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