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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 %
BA
501
Boston Advisors
Massachusetts
$302K -$61.8K -525 -17%
EAM
502
Evanson Asset Management
California
$300K +$707 +6 +0.2%
HL
503
HeadInvest LLC
Maine
$299K
GIA
504
Granite Investment Advisors
New Hampshire
$296K +$5.9K +50 +2%
JC
505
Jentner Corp
Ohio
$295K -$14.8K -125 -5%
WAM
506
Weatherly Asset Management
California
$295K +$15.9K +135 +6%
SFM
507
Signet Financial Management
New Jersey
$291K -$1.18K -10 -0.4%
DAS
508
Dynamic Advisor Solutions
Arizona
$289K +$14K +119 +5%
I
509
IberiaBank
Louisiana
$289K +$35.9K +305 +14%
CWM
510
Calamos Wealth Management
Illinois
$287K +$84.5K +716 +42%
PIA
511
Peachtree Investment Advisors
Georgia
$286K
NCM
512
Narwhal Capital Management
Georgia
$283K -$4.72K -40 -2%
Charles Schwab
513
Charles Schwab
California
$283K +$44.2K +374 +18%
WA
514
Waverly Advisors
Alabama
$278K -$840K -7,122 -75%
FT
515
Fiduciary Trust
Massachusetts
$272K -$19.3K -164 -7%
CC
516
Cadinha & Co
Hawaii
$272K
BCA
517
Bernzott Capital Advisors
California
$271K
GD
518
Grandfield & Dodd
New York
$266K
KF
519
Krilogy Financial
Missouri
$260K
CWM
520
Concert Wealth Management
California
$258K +$935 +8 +0.4%
DPI
521
Diversified Portfolios Inc
Michigan
$254K
FNT
522
First National Trust
Pennsylvania
$250K -$30K -254 -11%
MWP
523
Moller Wealth Partners
$249K
EWM
524
Empirical Wealth Management
Washington
$248K
NL
525
NWAM LLC
Washington
$247K +$35.2K +298 +17%