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iShares iBoxx $ Investment Grade Corporate Bond ETF

463 hedge funds and large institutions have $15.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 188 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
13.44%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
1.6%
New
37
Increased
188
Reduced
161
Closed
38
Calls
$9.51M
Puts
$20.8M
Net Calls
-$11.3M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
301
KMS Financial Services
Washington
$594K -$193K -1,629 -24%
PCMC
302
Paragon Capital Management (Colorado)
Colorado
$593K +$236 +2 +0%
AWM
303
Altavista Wealth Management
North Carolina
$591K -$47.3K -400 -7%
WT
304
Whittier Trust
California
$587K -$910K -7,695 -61%
GI
305
Gradient Investments
Minnesota
$586K -$107K -906 -15%
AMIM
306
Aull & Monroe Investment Management
Alabama
$570K
MCM
307
Maryland Capital Management
Maryland
$561K -$5.68K -48 -1%
OAM
308
Occidental Asset Management
California
$560K
EWM
309
Evercore Wealth Management
New York
$556K +$170K +1,439 +44%
BAM
310
Berkshire Asset Management
Pennsylvania
$538K -$213K -1,800 -28%
CCFCSB
311
Cape Cod Five Cents Savings Bank
Massachusetts
$537K
CFB
312
Cullen/Frost Bankers
Texas
$517K -$329K -2,787 -39%
CFS
313
Community Financial System
New York
$516K -$44.8K -379 -8%
AW
314
ACG Wealth
Georgia
$513K -$441K -3,729 -46%
IPC
315
Independent Portfolio Consultants
Florida
$495K +$401K +3,395 +427%
EAMA
316
EFG Asset Management (Americas)
Florida
$486K +$8.4K +71 +2%
MAM
317
Marquette Asset Management
Minnesota
$480K -$21.5K -182 -4%
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$473K +$375K +3,175 +383%
MIC
319
MU Investments Company
Japan
$473K +$74K +627 +19%
HFS
320
HL Financial Services
Kentucky
$470K -$591 -5 -0.1%
AIA
321
Alerus Investment Advisors
Minnesota
$469K +$153K +1,286 +48%
UR
322
USCA RIA
Texas
$469K +$156K +1,319 +50%
Kayne Anderson Rudnick Investment Management
323
Kayne Anderson Rudnick Investment Management
California
$468K
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$466K -$40.2K -340 -8%
FCCM
325
First City Capital Management
Georgia
$453K