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iShares Broad USD Investment Grade Corporate Bond ETF

87 hedge funds and large institutions have $545M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
6
Increased
23
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIG
76
American International Group
New York
$40.5K +$7.89K +144 +24%
NES
77
New England Securities
New York
$35K
MAA
78
Managed Account Advisors
New Jersey
$31K
PP
79
Palladium Partners
Virginia
$27K +$27K +500 New
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$22K
LNB
81
Ledyard National Bank
$22K
ST
82
Smithfield Trust
Pennsylvania
$21K
Creative Planning
83
Creative Planning
Kansas
$16K -$247K -4,570 -94%
CFN
84
Cordasco Financial Network
Florida
$13K -$4.08K -74 -24%
AA
85
Apriem Advisors
California
$13K
OIA
86
Optimum Investment Advisors
Illinois
$11K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$10K
BFEC
88
Benjamin F. Edwards & Company
Missouri
$9K
NPC
89
National Planning Corporation
California
-$1.77M -33,084 Closed
CNB
90
City National Bank
California
-$1.01M -18,814 Closed
IH
91
IFC Holdings
Florida
-$730K -13,644 Closed
AEPG
92
American Economic Planning Group
New Jersey
-$692K -12,946 Closed
AI
93
Atria Investments
North Carolina
-$692K -12,946 Closed
SI
94
SII Investments
Wisconsin
-$457K -8,532 Closed
RCM
95
Rotella Capital Management
Washington
-$438K -8,200 Closed
PAS
96
Partnervest Advisory Services
California
-$59K -1,100 Closed
FNBT
97
FineMark National Bank & Trust
Florida
-$38K -704 Closed
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
-$2K -46 Closed
WA
99
WFG Advisors
Texas
-$2K -44 Closed