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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 %
SIC
401
Salem Investment Counselors
North Carolina
$205K
Axa
402
Axa
France
$205K +$15.5K +130 +8%
LW
403
Linscomb Wealth
Texas
$204K -$98.2K -822 -33%
SC
404
SouthState Corp
Florida
$204K +$204K +1,713 New
JIC
405
Joel Isaacson & Co
New York
$203K
WTC
406
WhitTier Trust Company
Nevada
$195K -$25.6K -215 -12%
HR
407
Howe & Rusling
New York
$194K +$194K +1,630 New
ST
408
Stifel Trust
Missouri
$191K
BAM
409
Barrett Asset Management
New York
$181K -$17.8K -149 -9%
AC
410
Alexandria Capital
Virginia
$169K -$94.9K -797 -36%
FNBT
411
FineMark National Bank & Trust
Florida
$164K -$23.8K -200 -13%
GGPS
412
Gary Goldberg Planning Services
New York
$163K -$3.57K -30 -2%
PSUF
413
People's United Financial
Connecticut
$135K -$17.8K -150 -12%
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$124K
PAI
415
Pittenger & Anderson Inc
Nebraska
$119K +$119K +1,000 New
BCM
416
Blume Capital Management
California
$107K
TIM
417
Tortoise Investment Management
New York
$106K
FIG
418
Fusion Investment Group
Pennsylvania
$104K -$178K -1,487 -63%
KPCM
419
Kings Point Capital Management
New York
$104K
LOCC
420
Lombard Odier & Cie (Canada)
Quebec, Canada
$103K
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$99K +$99K +830 New
IPC
422
Independent Portfolio Consultants
Florida
$95K +$95K +795 New
ACS
423
Archford Capital Strategies
Illinois
$94.5K -$10.1K -85 -10%
BWFA
424
Baltimore-Washington Financial Advisors
Maryland
$94K
SSB
425
Sandy Spring Bank
Maryland
$94K +$51.7K +434 +122%