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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 %
OC
201
Oarsman Capital
Wisconsin
$1.92M +$47.2K +404 +3%
PSW
202
Portfolio Strategies (Washington)
Washington
$1.92M +$131K +1,118 +7%
GI
203
Glovista Investments
New Jersey
$1.91M -$6.85M -58,552 -78%
1SB
204
1ST Source Bank
Indiana
$1.91M +$11.6K +99 +0.6%
PA
205
Pinnacle Associates
New York
$1.9M -$593K -5,074 -24%
SSWM
206
Sheets Smith Wealth Management
North Carolina
$1.88M -$33.2K -284 -2%
MWM
207
Modera Wealth Management
New Jersey
$1.87M -$473K -4,046 -20%
VNB
208
Valley National Bancorp
New York
$1.86M -$217K -1,854 -10%
NL
209
NWAM LLC
Washington
$1.85M +$234K +2,005 +14%
CLOS
210
Compagnie Lombard Odier SCmA
Switzerland
$1.84M +$653K +5,580 +55%
KWMG
211
King Wealth Management Group
Florida
$1.81M +$63.5K +543 +4%
HH
212
Hilltop Holdings
Texas
$1.77M -$190K -1,629 -10%
Chevy Chase Trust
213
Chevy Chase Trust
Maryland
$1.77M -$38.1K -326 -2%
BT
214
Beacon Trust
New Jersey
$1.73M -$39.3K -336 -2%
KFC
215
Klingenstein Fields & Co
New York
$1.68M
Invesco
216
Invesco
Georgia
$1.64M -$7.83M -66,919 -83%
GIP
217
Greatmark Investment Partners
Georgia
$1.62M -$7.02K -60 -0.4%
BL
218
BCWM LLC
Kansas
$1.58M -$579K -4,954 -27%
LTI
219
Laffer Tengler Investments
Tennessee
$1.57M -$30.4K -260 -2%
CAN
220
Cetera Advisor Networks
California
$1.54M +$93K +794 +6%
WB
221
Webster Bank
Connecticut
$1.54M -$79.7K -681 -5%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$1.52M -$190K -1,625 -11%
RNS
223
Robert N. Shapiro
$1.49M
WT
224
Whittier Trust
California
$1.48M
TPP
225
Triangle Peak Partners
California
$1.46M -$1.19M -10,148 -45%