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iShares iBoxx $ Investment Grade Corporate Bond ETF

467 hedge funds and large institutions have $11.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 182 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
13.43%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.5%
New
44
Increased
159
Reduced
182
Closed
30
Calls
$3.87M
Puts
$11.4M
Net Calls
-$7.5M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IHL
376
Investment House LLC
California
$274K -$496K -4,151 -64%
WSFS
377
Wilmington Savings Fund Society
Delaware
$274K -$22.7K -191 -8%
PTC
378
Private Trust Company
Ohio
$272K +$35K +293 +15%
JIC
379
Johnson Investment Counsel
Ohio
$270K -$59.4K -500 -18%
HC
380
Highmount Capital
New York
$262K -$23.8K -200 -8%
FTIOP
381
Fiduciary Trust International of Pennsylvania
Pennsylvania
$260K +$38.4K +322 +17%
ST
382
Sabal Trust
Florida
$256K -$119K -995 -32%
TNB
383
Thomasville National Bank
Georgia
$254K +$43.8K +367 +21%
MWP
384
Moller Wealth Partners
$252K -$26.4K -221 -9%
HPBT
385
High Point Bank & Trust
North Carolina
$242K
PSI
386
Pinnacle Summer Investments
Virginia
$228K -$63K -528 -22%
PFS
387
Prospera Financial Services
Texas
$221K +$221K +1,856 New
LPT
388
Legacy Private Trust
Wisconsin
$220K
AA
389
Ancora Advisors
Ohio
$215K
EM
390
Excalibur Management
Massachusetts
$215K
NA
391
Navellier & Associates
Nevada
$215K +$215K +1,803 New
SMC
392
Smith, Moore & Co
Missouri
$213K
GCA
393
Greenwood Capital Associates
South Carolina
$212K -$41.2K -345 -16%
EWM
394
Empirical Wealth Management
Washington
$210K
WSCM
395
Wellington Shields Capital Management
New York
$209K -$11.9K -100 -5%
ANBTV
396
American National Bank & Trust (Virginia)
Virginia
$208K +$208K +1,740 New
SSWM
397
Smith Salley Wealth Management
North Carolina
$208K +$208K +1,740 New
EAM
398
Evanson Asset Management
California
$208K +$208K +1,741 New
I
399
IberiaBank
Louisiana
$208K +$208K +1,745 New
OWP
400
Obermeyer Wealth Partners
Colorado
$207K