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iShares 5-10 Year Investment Grade Corporate Bond ETF

226 hedge funds and large institutions have $3.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $432K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

20.67% more ownership

Funds ownership: 114.56%135.23% (+21%)

7% more funds holding

Funds holding: 212226 (+14)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 89

35% less capital invested

Capital invested by funds: $5.34B → $3.5B (-$1.84B)

Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
6.56%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
33
Increased
73
Reduced
89
Closed
14
Calls
$10.8M
Puts
$432K
Net Calls
+$10.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QLMGAA
51
QS Legg Mason Global Asset Allocation
New York
$10.3M +$5.3M +97,938 +106%
HPC
52
HM Payson & Co
Maine
$10.2M -$277K -5,114 -3%
PP
53
Palladium Partners
Virginia
$10.2M +$500K +9,230 +5%
FBT
54
Founders Bank & Trust
Michigan
$10.1M -$15.5M -286,430 -61%
OC
55
Oppenheimer & Co
New York
$8.94M +$1.97M +36,364 +28%
PPA
56
Parametric Portfolio Associates
Washington
$8.74M +$352K +6,494 +4%
1IC
57
1919 Investment Counsel
Maryland
$8.7M +$359K +6,630 +4%
FM
58
Foster & Motley
Ohio
$8.3M +$1.33M +24,658 +19%
DIP
59
DT Investment Partners
Pennsylvania
$8.11M -$36.7K -678 -0.4%
PI
60
Placemark Investments
Illinois
$7.83M +$394K +7,280 +5%
CIM
61
Confluence Investment Management
Missouri
$7.74M +$1.89M +34,820 +32%
WT
62
Whittier Trust
California
$7.56M -$512K -9,464 -6%
ACP
63
Ashfield Capital Partners
California
$6.79M +$88.7K +1,638 +1%
NC
64
NewSquare Capital
Pennsylvania
$6.77M -$431K -7,960 -6%
CPC
65
Cookson Peirce & Co
Pennsylvania
$6.74M +$6.76M +124,938 New
Deutsche Bank
66
Deutsche Bank
Germany
$6.4M -$6.41M -118,480 -50%
CMP
67
Courage Miller Partners
Virginia
$6.26M -$687K -12,682 -10%
WI
68
WrapManager Inc
California
$6.22M +$597K +11,020 +11%
William Blair & Company
69
William Blair & Company
Illinois
$5.86M -$98.9K -1,826 -2%
IFA
70
Interactive Financial Advisors
Illinois
$5.77M +$7.47K +138 +0.1%
AA
71
Apriem Advisors
California
$5.38M -$81.2K -1,500 -1%
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$5.14M +$711K +13,130 +16%
WF
73
WealthTrust Fairport
Ohio
$5.04M +$355K +6,552 +8%
HJA
74
Hugh Johnson Advisors
New York
$4.99M -$386K -7,138 -7%
T
75
Thomaspartners
Massachusetts
$4.88M +$314K +5,798 +7%