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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.

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

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$51.5M
2
SCM
2
Saba Capital Management
New York
$24.1M
3
Bank of America
3
Bank of America
North Carolina
$411M
4
SAS
4
Sage Advisory Services
Texas
$0
5
SB
5
Suntrust Banks
Georgia
$68.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$528M 5,016,960 +51,465 +1%
Wells Fargo
2
Wells Fargo
California
$417M 3,958,016 -194,418 -5%
Bank of America
3
Bank of America
North Carolina
$411M 3,899,666 -347,434 -8%
Morgan Stanley
4
Morgan Stanley
New York
$403M 3,831,590 -279,706 -7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$311M 2,952,665 +362,439 +14%
U
6
UBS
Switzerland
$257M 2,441,354 -26,041 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$200M 1,902,679 +1,045,650 +122%
RIG
8
RiverFront Investment Group
Virginia
$165M 1,570,603 +33,623 +2%
BIT
9
BlackRock Institutional Trust
California
$155M 1,474,941 -25,494 -2%
KeyBank National Association
10
KeyBank National Association
Ohio
$132M 1,252,717 -73,860 -6%
FT
11
Fiduciary Trust
Massachusetts
$110M 1,049,300 -8,951 -0.8%
BTS
12
BB&T Securities
Virginia
$106M 100,717 -7,204 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$106M 1,005,360 -38,701 -4%
Goldman Sachs
14
Goldman Sachs
New York
$96.8M 919,577 +75,414 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$84.5M 803,077 +17,973 +2%
BIM
16
BlackRock Investment Management
Delaware
$72.3M 687,127 +45,307 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$69.1M 656,078 +41,635 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$68.7M 652,706 +40,150 +7%
SB
19
Suntrust Banks
Georgia
$68.7M 652,149 -295,711 -31%
LPL Financial
20
LPL Financial
California
$68.4M 649,233 +27,485 +4%
CNB
21
City National Bank
California
$59.9M 568,637 +44,250 +8%
EFM
22
Equinox Fund Management
Colorado
$59.7M 566,650 – –
MG
23
Mather Group
Illinois
$54.6M 518,395 +31,845 +7%
DC
24
Davenport & Co
Virginia
$51.6M 489,825 -11,402 -2%
DPIM
25
Duff & Phelps Investment Management
Illinois
$51.5M 489,160 -595,000 -55%
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