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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $629M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.19%
New
12
Increased
20
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$14.8M
2
AT
2
Arden Trust
Delaware
$14.5M
3
ECM
3
ETrade Capital Management
Virginia
$102M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.1M
5
BCM
5
Bluefin Capital Management
New York
$22.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.5M
4
NPC
4
National Planning Corporation
California
$3.32M
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$75K -$32.1K -600 -30%
1IC
77
1919 Investment Counsel
Maryland
$63K – – –
PAS
78
Partnervest Advisory Services
California
$59K – – –
Nomura Holdings
79
Nomura Holdings
Japan
$54K +$54K +1,000 New
NES
80
New England Securities
New York
$34K – – –
PP
81
Palladium Partners
Virginia
$27K – – –
LNB
82
Ledyard National Bank
$27K – – –
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +500 New
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$21K – – –
MAA
85
Managed Account Advisors
New Jersey
$19K +$19K +356 New
AA
86
Apriem Advisors
California
$13K – – –
OIA
87
Optimum Investment Advisors
Illinois
$11K +$11K +200 New
EMA
88
Efficient Market Advisors
California
$11K +$11K +210 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$10K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$9K -$26.8K -500 -75%
WA
91
WFG Advisors
Texas
$9K -$9K -172 -50%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$5K +$5K +102 New
OFG
93
OTA Financial Group
New York
$2.49K +$2.49K +46,408 New
JG
94
Jefferies Group
New York
$2K -$1.93M -42,400 -100%
CSIA
95
Charles Schwab Investment Advisory
California
– -$118M -2,199,918 Closed
Barclays
96
Barclays
United Kingdom
– -$8.3M -154,540 Closed
BFA
97
Beaumont Financial Advisors
Massachusetts
– -$4.04M -75,214 Closed
SSG
98
Summit Securities Group
New York
– -$3.89M -72,418 Closed
YMRC
99
Yorktown Management & Research Company
Virginia
– -$398K -7,400 Closed
FAAS
100
First Allied Advisory Services
California
– -$330K -6,122 Closed
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