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iShares iBoxx $ Investment Grade Corporate Bond ETF

650 hedge funds and large institutions have $17.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 220 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+31
Holders Change %
+5.01%
% of All Funds
16.27%
Holding in Top 10
84
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.45%
% of All Funds
2.1%
New
111
Increased
220
Reduced
251
Closed
68
Calls
$394M
Puts
$434M
Net Calls
-$40.1M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
501
Dynamic Advisor Solutions
Arizona
$273K -$459K -3,925 -63%
SAM
502
Shamrock Asset Management
Texas
$270K -$597K -5,101 -69%
BCA
503
Bernzott Capital Advisors
California
$270K
CC
504
Cadinha & Co
Hawaii
$270K
SIG
505
Stanford Investment Group
California
$269K
GD
506
Grandfield & Dodd
New York
$264K +$19.2K +164 +8%
PWMAG
507
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$242K -2,062 -48%
NVCHI
508
New Vernon Capital Holdings II
New Jersey
$260K -$198K -1,686 -43%
KF
509
Krilogy Financial
Missouri
$260K -$21.4K -183 -8%
CA
510
Commerzbank Aktiengesellschaft
Germany
$258K -$9.68M -82,721 -97%
BWP
511
Baldwin Wealth Partners
Massachusetts
$258K -$251K -2,138 -49%
CWM
512
Concert Wealth Management
California
$257K -$1.28M -10,974 -83%
AS
513
Arxis Securities
New York
$253K +$253K +2,162 New
HFS
514
HL Financial Services
Kentucky
$252K -$34.4K -294 -12%
DPI
515
Diversified Portfolios Inc
Michigan
$252K -$3.16K -27 -1%
I
516
IberiaBank
Louisiana
$252K
CC
517
Cedar Capital
Illinois
$251K -$134K -1,147 -35%
EWM
518
Empirical Wealth Management
Washington
$247K -$201K -1,717 -45%
MWP
519
Moller Wealth Partners
$247K
OFW
520
Omnia Family Wealth
Florida
$241K +$241K +2,053 New
DE
521
Day & Ennis
Georgia
$241K +$241K +2,055 New
GRP
522
Global Retirement Partners
California
$241K +$241K +2,060 New
NCM
523
New Capital Management
Texas
$239K +$239K +2,038 New
BEAM
524
Baker Ellis Asset Management
Washington
$238K +$238K +2,033 New
Charles Schwab
525
Charles Schwab
California
$237K +$237K +2,022 New