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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
Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
13.15%
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
Name Holding Trade Value Shares
Change
Shares
Change %
NIA
126
Northstar Investment Advisors
Colorado
$6.25M +$176K +1,506 +3%
FAAS
127
First Allied Advisory Services
California
$6.07M -$830K -7,042 -12%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$6M +$466K +3,985 +8%
HW
129
Hancock Whitney
Mississippi
$5.98M -$7.01M -59,963 -54%
LFG
130
LifePlan Financial Group
Ohio
$5.95M +$1.05M +8,961 +21%
BCM
131
Bluefin Capital Management
New York
$5.8M +$5.8M +49,756 New
HCM
132
Hollencrest Capital Management
California
$5.72M +$648K +5,537 +13%
LCM
133
Levitt Capital Management
Florida
$5.59M -$560K -4,786 -9%
EIM
134
Emerson Investment Management
Massachusetts
$5.57M -$239K -2,040 -4%
AWM
135
Avior Wealth Management
Nebraska
$5.53M +$571K +4,885 +12%
ICOA
136
Investment Centers of America
North Dakota
$5.4M +$3.72M +32,741 +222%
QCMC
137
Quantum Capital Management (California)
California
$5.38M -$120K -1,023 -2%
BWM
138
Braver Wealth Management
Massachusetts
$5.32M +$119K +1,018 +2%
Comerica Bank
139
Comerica Bank
Texas
$5.11M -$149K -1,270 -3%
TCM
140
Tuttle Capital Management
Connecticut
$5.09M +$5.09M +43,503 New
CAL
141
Capital Analysts LLC
Pennsylvania
$5.07M +$384K +3,281 +8%
CB
142
Commerce Bank
Missouri
$4.91M +$89.2K +763 +2%
BJ
143
Brouwer & Janachowski
California
$4.74M -$452K -3,864 -9%
CL
144
CPWM LLC
Washington
$4.71M +$197K +1,683 +4%
Schroder Investment Management Group
145
Schroder Investment Management Group
United Kingdom
$4.64M
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$4.56M +$2.01M +17,174 +79%
PTCG
147
Pring Turner Capital Group
California
$4.5M -$46.8K -400 -1%
TFA
148
Transamerica Financial Advisors
Florida
$4.44M +$293K +2,505 +7%
WI
149
WrapManager Inc
California
$4.43M -$1.76M -15,063 -28%
FA
150
FDx Advisors
Illinois
$4.4M +$1.95M +16,680 +80%