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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 %
BOK
426
Bank of Kentucky
Kentucky
$46K +$8.19K +70 +22%
SSB
427
Sandy Spring Bank
Maryland
$42K
ST
428
Smithfield Trust
Pennsylvania
$41K
JAM
429
JCIC Asset Management
Ontario, Canada
$39K -$17.1K -145 -31%
HI
430
Hudock Inc
Pennsylvania
$39K
WTB
431
Washington Trust Bank
Washington
$35K +$35K +300 New
PSC
432
Prentiss Smith & Co
Vermont
$35K +$35K +300 New
S
433
SignatureFD
Georgia
$28K
EWM
434
Elite Wealth Management
Washington
$28K
PFA
435
Paradigm Financial Advisors
Missouri
$26K -$242K -2,094 -90%
BC
436
Bartlett & Co
Ohio
$26K +$18.4K +157 +242%
BRWM
437
B. Riley Wealth Management
Tennessee
$24K +$24K +204 New
TCOV
438
Trust Company of Vermont
Vermont
$23K
MFBTD
439
MB Financial Bank - Trust Department
Illinois
$23K +$23K +200 New
First Manhattan
440
First Manhattan
New York
$20K -$31.7K -282 -61%
PAS
441
Partnervest Advisory Services
California
$20K +$118 +1 +0.6%
TWM
442
Torch Wealth Management
Ohio
$20K +$4.57K +40 +30%
FPCG
443
Fort Pitt Capital Group
Pennsylvania
$17.1K +$1.17K +10 +7%
DOA
444
D'Orazio & Associates
Virginia
$15K
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K -$24K -200 -67%
CP
446
Corbenic Partners
Pennsylvania
$9K -$52.6K -456 -85%
KCPG
447
Kavar Capital Partners Group
Kansas
$8K
CFA
448
Carroll Financial Associates
North Carolina
$8K +$8K +65 New
LWM
449
LBA Wealth Management
Florida
$8K +$8K +68 New
FWM
450
Focused Wealth Management
New York
$7K