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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
480% more call options, than puts
Call options by funds: $31.4M | Put options by funds: $5.42M
9% more funds holding in top 10
Funds holding in top 10: 44 → 48 (+4)
6% more capital invested
Capital invested by funds: $9.64B → $10.3B (+$619M)
1.42% less ownership
Funds ownership: 63.76% → 62.34% (-1.4%)
2% less funds holding
Funds holding: 464 → 455 (-9)
14% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 184
15% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 55
Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
13.14%
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
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$352M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$83.3M |
| 3 |
B
Bailard
Foster City,
California
|
+$54.7M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$42.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$42.7M |
Top Sellers
| 1 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
-$399M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$86.6M |
| 3 |
Morgan Stanley
New York
|
-$30.2M |
| 4 |
UOC
University of Chicago
Chicago,
Illinois
|
-$29.9M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$29.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GHA
501
GW Henssler & Associates
Kennesaw,
Georgia
| – | -$205K | -1,796 | Closed |
|
|
SHWM
502
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$118K | -1,037 | Closed |
|
|
SGC
503
South Georgia Capital
Naperville,
Illinois
| – | -$93K | -814 | Closed |
|
504
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$67K | -576 | Closed |
|
505
Bessemer Group
Woodbridge,
New Jersey
| – | -$49K | -430 | Closed |
|
|
GHAM
506
Gilman Hill Asset Management
New Canaan,
Connecticut
| – | -$29K | -250 | Closed |
|
|
NC
507
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$19K | -170 | Closed |
|
|
BPBT
508
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$17K | -150 | Closed |
|
|
ACM
509
Aviance Capital Management
Sarasota,
Florida
| – | -$12K | -105 | Closed |
|
|
MA
510
MCF Advisors
Covington,
Kentucky
| – | -$11K | -91 | Closed |
|
|
CCM
511
Chilton Capital Management
Houston,
Texas
| – | -$10.3K | -90 | Closed |
|
512
M&T Bank
Buffalo,
New York
| – | -$5K | -48 | Closed |
|