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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

395 hedge funds and large institutions have $7.82B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 179 increasing their positions, 134 reducing their positions, and 29 closing their positions.

Holders
395
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
11.42%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
2.11%
New
37
Increased
179
Reduced
134
Closed
29
Calls
$422K
Puts
$317K
Net Calls
+$105K
Net Calls Change
-$580K

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$1.02B
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$62.3M
3
RIG
3
RiverFront Investment Group
Virginia
$170M
4
BIT
4
BlackRock Institutional Trust
California
$158M
5
Stifel Financial
5
Stifel Financial
Missouri
$31.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.6M
2
SR
2
Swiss Reinsurance
Switzerland
$0
3
LPL Financial
3
LPL Financial
California
$66.2M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$45.5M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$1.02B 9,675,733 +9,675,733 New
U
2
UBS
Switzerland
$502M 4,761,853 +197,107 +4%
BlackRock
3
BlackRock
New York
$487M 4,618,949 – –
Wells Fargo
4
Wells Fargo
California
$476M 4,508,902 +98,465 +2%
Morgan Stanley
5
Morgan Stanley
New York
$443M 4,202,792 -150,379 -3%
Bank of America
6
Bank of America
North Carolina
$416M 3,943,472 +158,695 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$277M 2,622,383 +18,033 +0.7%
RIG
8
RiverFront Investment Group
Virginia
$170M 1,614,300 +410,769 +34%
BIT
9
BlackRock Institutional Trust
California
$158M 1,493,897 +406,213 +37%
KeyBank National Association
10
KeyBank National Association
Ohio
$140M 1,328,053 -664 -0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$117M 1,112,743 -130,692 -11%
FT
12
Fiduciary Trust
Massachusetts
$113M 1,073,618 -9,197 -0.8%
BTS
13
BB&T Securities
Virginia
$99.7M 94,559 +9,680 +11%
SB
14
Suntrust Banks
Georgia
$94.6M 897,328 +19,205 +2%
Goldman Sachs
15
Goldman Sachs
New York
$85.7M 812,116 -176,936 -18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$85.4M 809,451 +10,247 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$79.3M 752,215 -10,339 -1%
BIM
18
BlackRock Investment Management
Delaware
$79.3M 751,886 +125,059 +20%
EFM
19
Equinox Fund Management
Colorado
$76M 720,550 -84,000 -10%
USAA
20
United Services Automobile Association
Texas
$74.7M 708,021 -16,000 -2%
LPL Financial
21
LPL Financial
California
$66.2M 627,337 -370,588 -37%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$64.7M 613,254 +36,179 +6%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$62.3M 591,789 +591,789 New
DC
24
Davenport & Co
Virginia
$59.2M 561,109 +28,158 +5%
CNB
25
City National Bank
California
$49.5M 469,554 -19,046 -4%
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