IGSB icon

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.

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
UBS Group
1
UBS Group
Switzerland
$271M
2
UCFA
2
United Capital Financial Advisors
Texas
$73.3M
3
Bank of America
3
Bank of America
North Carolina
$454M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$242M
5
FEG
5
Fund Evaluation Group
Ohio
$26.8M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$70.9M
2
Wells Fargo
2
Wells Fargo
California
$383M
3
Morgan Stanley
3
Morgan Stanley
New York
$375M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$26.8M
5
SCM
5
Saba Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – -8,190 Closed
BlackRock
2
BlackRock
New York
$536M 5,094,332 +77,372 +2%
Bank of America
3
Bank of America
North Carolina
$454M 4,317,233 +417,567 +11%
Wells Fargo
4
Wells Fargo
California
$383M 3,641,699 -316,317 -8%
Morgan Stanley
5
Morgan Stanley
New York
$375M 3,566,977 -264,613 -7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$291M 2,768,740 -183,925 -6%
UBS Group
7
UBS Group
Switzerland
$271M 2,573,109 +2,573,109 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$242M 2,299,354 +396,675 +21%
BIT
9
BlackRock Institutional Trust
California
$158M 1,505,321 +30,380 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$131M 1,245,439 +240,079 +24%
KeyBank National Association
11
KeyBank National Association
Ohio
$129M 1,228,727 -23,990 -2%
FT
12
Fiduciary Trust
Massachusetts
$114M 1,082,086 +32,786 +3%
Goldman Sachs
13
Goldman Sachs
New York
$109M 1,037,531 +117,954 +13%
BTS
14
BB&T Securities
Virginia
$106M 100,952 +235 +0.2%
SB
15
Suntrust Banks
Georgia
$79.2M 753,358 +101,209 +16%
CNB
16
City National Bank
California
$77.8M 739,871 +171,234 +30%
BIM
17
BlackRock Investment Management
Delaware
$75.7M 719,406 +32,279 +5%
UCFA
18
United Capital Financial Advisors
Texas
$73.3M 696,914 +437,949 +169%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$71.1M 675,908 +19,830 +3%
RIG
20
RiverFront Investment Group
Virginia
$70.9M 673,846 -896,757 -57%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$64.2M 610,736 -41,970 -6%
LPL Financial
22
LPL Financial
California
$64.2M 609,995 -39,238 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$62.7M 596,280 -206,797 -26%
EFM
24
Equinox Fund Management
Colorado
$56.1M 533,350 -33,300 -6%
MG
25
Mather Group
Illinois
$55.5M 527,573 +9,178 +2%
1
2 3 4 5