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iShares iBoxx $ Investment Grade Corporate Bond ETF

653 hedge funds and large institutions have $20.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 269 increasing their positions, 222 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
16.28%
Holding in Top 10
78
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.14%
% of All Funds
1.94%
New
71
Increased
269
Reduced
222
Closed
54
Calls
$22.7M
Puts
$89M
Net Calls
-$66.3M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
426
Howe & Rusling
New York
$481K +$97.9K +830 +26%
LWAC
427
Laurel Wealth Advisors (California)
California
$480K -$118 -1 -0%
CWM
428
Confluence Wealth Management
Oregon
$480K
FNBT
429
FineMark National Bank & Trust
Florida
$480K +$143K +1,217 +43%
NVCHI
430
New Vernon Capital Holdings II
New Jersey
$479K +$217K +1,842 +83%
TC
431
Telemus Capital
Michigan
$471K +$265K +2,242 +128%
MC
432
Moors & Cabot
Massachusetts
$464K -$85.3K -723 -16%
AC
433
Abbrea Capital
California
$462K -$19.5K -165 -4%
Invesco
434
Invesco
Georgia
$461K -$39.9K -338 -8%
AIP
435
Almanack Investment Partners
Pennsylvania
$457K -$866K -7,337 -65%
JIC
436
Johnson Investment Counsel
Ohio
$457K +$11.8K +100 +3%
BJ
437
Brouwer & Janachowski
California
$448K -$22.1K -187 -5%
Members Trust
438
Members Trust
Florida
$447K +$447K +3,785 New
JCM
439
Jag Capital Management
Missouri
$446K +$7.66K +65 +2%
EWA
440
EP Wealth Advisors
California
$436K -$129K -1,097 -23%
SBWM
441
Sunflower Bank Wealth Management
Arizona
$435K -$23.5K -200 -5%
MCP
442
Mirador Capital Partners
California
$433K -$83.3K -707 -16%
NEIRG
443
New England Investment & Retirement Group
Massachusetts
$432K +$432K +3,662 New
SGS
444
Sterling Global Strategies
California
$431K +$5.18K +44 +1%
CSIC
445
Clifford Swan Investment Counsel
California
$430K +$106K +895 +33%
AWM
446
AE Wealth Management
Kansas
$427K +$24.1K +205 +6%
RPG
447
Risk Paradigm Group
Texas
$426K -$446K -3,784 -51%
Kayne Anderson Rudnick Investment Management
448
Kayne Anderson Rudnick Investment Management
California
$421K +$1.77K +15 +0.4%
DBIA
449
Dumont & Blake Investment Advisors
New Jersey
$417K
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
$417K +$81.1K +687 +24%