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iShares iBoxx $ Investment Grade Corporate Bond ETF

455 hedge funds and large institutions have $10.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 184 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
13.15%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.39%
New
47
Increased
158
Reduced
184
Closed
55
Calls
$31.4M
Puts
$5.42M
Net Calls
+$26M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
351
Clifford Swan Investment Counsel
California
$333K -$24.5K -210 -7%
FF
352
Friedenthal Financial
New Jersey
$333K +$13K +111 +4%
EWM
353
Evercore Wealth Management
New York
$331K
JIC
354
Johnson Investment Counsel
Ohio
$324K -$1.1M -9,398 -77%
GIM
355
Goelzer Investment Management
Indiana
$322K +$322K +2,750 New
FBT
356
Founders Bank & Trust
Michigan
$310K -$7.61K -65 -2%
PAG
357
Pinnacle Advisory Group
Maryland
$305K +$305K +2,612 New
GIA
358
Granite Investment Advisors
New Hampshire
$302K
WF
359
WealthTrust Fairport
Ohio
$301K +$211K +1,807 +234%
WEC
360
Winslow Evans & Crocker
Massachusetts
$298K -$6.08K -52 -2%
CWM
361
Confluence Wealth Management
Oregon
$297K +$297K +2,541 New
LW
362
Linscomb Wealth
Texas
$296K +$71.5K +611 +32%
UR
363
USCA RIA
Texas
$294K +$294K +2,510 New
HIS
364
Horizon Investment Services
Indiana
$293K +$4.73K +40 +2%
WSFS
365
Wilmington Savings Fund Society
Delaware
$291K
PSI
366
Pinnacle Summer Investments
Virginia
$288K -$417K -3,535 -59%
CHAM
367
Clear Harbor Asset Management
Connecticut
$288K +$4.09K +35 +1%
HC
368
Highmount Capital
New York
$281K
FIG
369
Fusion Investment Group
Pennsylvania
$278K +$7.78K +66 +3%
GT
370
Greenleaf Trust
Michigan
$275K +$275K +2,350 New
MWP
371
Moller Wealth Partners
$273K -$91.2K -779 -25%
AC
372
Alexandria Capital
Virginia
$259K -$62.9K -538 -20%
AAS
373
Annex Advisory Services
Wisconsin
$251K -$306K -2,625 -55%
GCA
374
Greenwood Capital Associates
South Carolina
$248K -$180K -1,540 -42%
EWA
375
EP Wealth Advisors
California
$242K -$9.17M -78,435 -97%