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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 %
HPBT
376
High Point Bank & Trust
North Carolina
$238K
AW
377
ACG Wealth
Georgia
$235K -$240K -2,049 -51%
PTC
378
Private Trust Company
Ohio
$232K +$174K +1,488 +300%
IFWM
379
Institute for Wealth Management
Colorado
$226K -$20.1K -172 -8%
Jones Financial Companies
380
Jones Financial Companies
Missouri
$218K +$218K +1,866 New
WTC
381
WhitTier Trust Company
Nevada
$217K
FTIOP
382
Fiduciary Trust International of Pennsylvania
Pennsylvania
$217K +$217K +1,857 New
LPT
383
Legacy Private Trust
Wisconsin
$216K -$85.5K -730 -28%
WSCM
384
Wellington Shields Capital Management
New York
$216K
DWM
385
Destination Wealth Management
California
$212K +$212K +1,814 New
AA
386
Ancora Advisors
Ohio
$211K
EM
387
Excalibur Management
Massachusetts
$210K
SMC
388
Smith, Moore & Co
Missouri
$208K +$208K +1,782 New
EWM
389
Empirical Wealth Management
Washington
$206K
TNB
390
Thomasville National Bank
Georgia
$206K +$206K +1,761 New
OWP
391
Obermeyer Wealth Partners
Colorado
$203K -$7.02K -60 -3%
SIC
392
Salem Investment Counselors
North Carolina
$201K -$18.2K -156 -8%
JIC
393
Joel Isaacson & Co
New York
$199K
BNP Paribas Financial Markets
394
BNP Paribas Financial Markets
France
$197K -$30.6K -259 -13%
BAM
395
Barrett Asset Management
New York
$195K +$234 +2 +0.1%
ST
396
Stifel Trust
Missouri
$187K -$110K -944 -37%
Axa
397
Axa
France
$186K +$24.6K +210 +15%
FNBT
398
FineMark National Bank & Trust
Florida
$185K -$176K -1,500 -49%
GGPS
399
Gary Goldberg Planning Services
New York
$164K -$119K -1,015 -42%
PSUF
400
People's United Financial
Connecticut
$150K -$37.5K -321 -20%