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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

388 hedge funds and large institutions have $6.62B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 127 reducing their positions, and 26 closing their positions.

Holders
388
Holders Change
+33
Holders Change %
+9.3%
% of All Funds
11.27%
Holding in Top 10
71
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.23%
% of All Funds
2.06%
New
64
Increased
144
Reduced
127
Closed
26
Calls
$1.16M
Puts
$475K
Net Calls
+$685K
Net Calls Change
+$685K

Top Buyers

1
U
1
UBS
Switzerland
$481M
2
Bank of America
2
Bank of America
North Carolina
$399M
3
Morgan Stanley
3
Morgan Stanley
New York
$459M
4
FWP
4
FAS Wealth Partners
Kansas
$44.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$104M

Top Sellers

1
EFS
1
Edelman Financial Services
Virginia
$139K
2
LPL Financial
2
LPL Financial
California
$105M
3
IT
3
Investors Trust
Texas
$0
4
EFM
4
Equinox Fund Management
Colorado
$84.8M
5
Wells Fargo
5
Wells Fargo
California
$465M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$487M 4,618,949 – –
U
2
UBS
Switzerland
$481M 4,564,746 +2,051,552 +82%
Wells Fargo
3
Wells Fargo
California
$465M 4,410,437 -280,326 -6%
Morgan Stanley
4
Morgan Stanley
New York
$459M 4,353,171 +580,806 +15%
Bank of America
5
Bank of America
North Carolina
$399M 3,784,777 +680,407 +22%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$275M 2,604,350 -49,161 -2%
KeyBank National Association
7
KeyBank National Association
Ohio
$140M 1,328,717 +82,424 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$131M 1,243,435 +36,794 +3%
RIG
9
RiverFront Investment Group
Virginia
$127M 1,203,531 +190,121 +19%
BIT
10
BlackRock Institutional Trust
California
$115M 1,087,684 +189,228 +21%
FT
11
Fiduciary Trust
Massachusetts
$114M 1,082,815 -23,779 -2%
LPL Financial
12
LPL Financial
California
$105M 997,925 -546,377 -35%
Goldman Sachs
13
Goldman Sachs
New York
$104M 989,052 +356,933 +56%
SB
14
Suntrust Banks
Georgia
$92.6M 878,123 +39,862 +5%
BTS
15
BB&T Securities
Virginia
$89.5M 84,879 -1,629 -2%
EFM
16
Equinox Fund Management
Colorado
$84.8M 804,550 -291,000 -27%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$84.3M 799,204 -96,298 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$80.4M 762,554 +86,826 +13%
USAA
19
United Services Automobile Association
Texas
$76.4M 724,021 -44,000 -6%
Invesco
20
Invesco
Georgia
$70M 663,842 +121,127 +22%
BIM
21
BlackRock Investment Management
Delaware
$66.1M 626,827 +121,132 +24%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$60.9M 577,075 +25,127 +5%
DC
23
Davenport & Co
Virginia
$56.2M 532,951 +12,303 +2%
CNB
24
City National Bank
California
$51.5M 488,600 -76,143 -13%
JIR
25
James Investment Research
Ohio
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