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iShares iBoxx $ Investment Grade Corporate Bond ETF

419 hedge funds and large institutions have $12.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 215 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
13.59%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
1.65%
New
43
Increased
103
Reduced
215
Closed
52
Calls
$6.32M
Puts
$9.77M
Net Calls
-$3.45M
Net Calls Change
+$8.31M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
401
Elite Wealth Management
Washington
$32K -$34.4K -304 -52%
FWM
402
Focused Wealth Management
New York
$32K +$32K +278 New
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K
S
404
SignatureFD
Georgia
$27K
TCOV
405
Trust Company of Vermont
Vermont
$23K
BPBT
406
Boston Private Bank & Trust
Massachusetts
$17K
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$15.7K +$2.16K +19 +16%
ACM
408
Aviance Capital Management
Florida
$12K -$5.76M -50,381 -100%
Jones Financial Companies
409
Jones Financial Companies
Missouri
$12K -$64.6K -565 -84%
WA
410
Waverly Advisors
Alabama
$12K +$12K +110 New
MA
411
MCF Advisors
Kentucky
$11K -$5.08K -42 -32%
CCM
412
Chilton Capital Management
Texas
$10.2K -$26.1K -230 -72%
SMA
413
Simply Money Advisors
Ohio
$10K -$34.4M -289,344 -100%
BC
414
Bartlett & Co
Ohio
$10K +$1.48K +13 +17%
CFA
415
Carroll Financial Associates
North Carolina
$7K
AA
416
Apriem Advisors
California
$6K
IFWM
417
Institute for Wealth Management
Colorado
$5K -$37.9K -349 -88%
M&T Bank
418
M&T Bank
New York
$5K
PFO
419
Pathstone Family Office
New Jersey
$5K
CA
420
CapWealth Advisors
Tennessee
$5K
WIM
421
Windhaven Investment Management
Massachusetts
$2.2K -$114 -1,003 -5%
EMA
422
Efficient Market Advisors
California
$1K
JFA
423
JNBA Financial Advisors
Minnesota
$1K +$1K +5 New
DWA
424
Dorsey Wright & Associates
California
$473 +$473 +4,180 New
EFS
425
Essex Financial Services
Connecticut
$435 +$22 +194 +5%