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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

355 hedge funds and large institutions have $7.49B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 21 closing their positions.

Holders
355
Holders Change
+12
Holders Change %
+3.5%
% of All Funds
11.51%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
2.11%
New
36
Increased
148
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$162M
2
Wells Fargo
2
Wells Fargo
California
$494M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$94.3M
5
BIM
5
BlackRock Investment Management
Delaware
$53.2M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$27.7M
2
WI
2
WBI Investments
New Jersey
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14M
4
RIG
4
RiverFront Investment Group
Virginia
$107M
5
SR
5
Swiss Reinsurance
Switzerland
$70.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – -29,756 Closed
Wells Fargo
2
Wells Fargo
California
$494M 4,690,763 +875,270 +23%
BlackRock
3
BlackRock
New York
$486M 4,618,949 -19,947 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$397M 3,772,365 +208,046 +6%
Bank of America
5
Bank of America
North Carolina
$327M 3,104,370 +5,898 +0.2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$279M 2,653,511 +137,270 +5%
U
7
UBS
Switzerland
$265M 2,513,194 +347,192 +16%
LPL Financial
8
LPL Financial
California
$162M 1,544,302 +1,241,242 +410%
KeyBank National Association
9
KeyBank National Association
Ohio
$131M 1,246,293 +126,480 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$127M 1,206,641 +303,727 +34%
FT
11
Fiduciary Trust
Massachusetts
$117M 1,106,594 -19,735 -2%
EFM
12
Equinox Fund Management
Colorado
$115M 1,095,550 -49,000 -4%
RIG
13
RiverFront Investment Group
Virginia
$107M 1,013,410 -266,354 -21%
BIT
14
BlackRock Institutional Trust
California
$94.6M 898,456 -17,663 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$94.3M 895,502 +401,458 +81%
BTS
16
BB&T Securities
Virginia
$91.1M 86,508 +17,918 +26%
SB
17
Suntrust Banks
Georgia
$88.3M 838,261 +322,045 +62%
USAA
18
United Services Automobile Association
Texas
$80.9M 768,021 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$71.1M 675,728 +249,546 +59%
SR
20
Swiss Reinsurance
Switzerland
$70.4M 820,000 -300,000 -27%
Goldman Sachs
21
Goldman Sachs
New York
$66.5M 632,119 +404,157 +177%
EFS
22
Edelman Financial Services
Virginia
$61.5M 584,595 +34,353 +6%
CNB
23
City National Bank
California
$59.5M 564,743 -110,140 -16%
JIR
24
James Investment Research
Ohio
– – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$58.1M 551,948 +28,174 +5%
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