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iShares iBoxx $ Investment Grade Corporate Bond ETF

619 hedge funds and large institutions have $23.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 200 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
16.54%
Holding in Top 10
87
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.4%
% of All Funds
2.32%
New
70
Increased
265
Reduced
200
Closed
47
Calls
$627M
Puts
$1.69B
Net Calls
-$1.06B
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
576
Grove Bank & Trust
Florida
$57K
MRCM
577
M&R Capital Management
New Jersey
$57K
SFG
578
SevenBridge Financial Group
Pennsylvania
$55K
FANJ
579
Financial Architects (New Jersey)
New Jersey
$51K -$48.8K -398 -49%
AA
580
Advisory Alpha
Michigan
$50K +$47.5K +575 +1,917%
OC
581
Oakworth Capital
Alabama
$48K -$247 -2 -0.5%
PCIG
582
Partners Capital Investment Group
Massachusetts
$48K +$367 +3 +0.8%
WP
583
WealthPLAN Partners
Nebraska
$47.4K -$46K -377 -49%
BL
584
Balentine LLC
Georgia
$47K +$16.7K +135 +55%
WEC
585
Winslow Evans & Crocker
Massachusetts
$45.5K -$491 -4 -1%
JAM
586
JCIC Asset Management
Ontario, Canada
$41K
GAM
587
Gemmer Asset Management
California
$40K -$9.78K -79 -20%
GBBWRPM
588
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K -$3.98K -33 -9%
RFA
589
Reilly Financial Advisors
California
$39K
WTB
590
Washington Trust Bank
Washington
$37K -$147K -1,188 -80%
BWA
591
Burt Wealth Advisors
Maryland
$37K
MFW
592
Mosaic Family Wealth
Missouri
$34K +$623 +5 +2%
TCOV
593
Trust Company of Vermont
Vermont
$34K +$9.27K +75 +38%
PMFA
594
Plante Moran Financial Advisors
Michigan
$24K +$24K +198 New
CGT
595
Capital Guardian Trust
California
$22K +$22K +176 New
EWM
596
Endurance Wealth Management
Rhode Island
$20K
PFBT
597
Parkside Financial Bank & Trust
Missouri
$20K +$20K +166 New
Ninety One (UK)
598
Ninety One (UK)
United Kingdom
$19K
WAM
599
Wealthspire Advisors (Maryland)
Maryland
$19K +$4.47K +36 +31%
AA
600
Apriem Advisors
California
$19K +$8.59K +71 +83%