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iShares iBoxx $ Investment Grade Corporate Bond ETF

937 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 309 increasing their positions, 306 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+106
Holders Change %
+12.76%
% of All Funds
18.5%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.97%
New
202
Increased
309
Reduced
306
Closed
81
Calls
$1.48B
Puts
$2.53B
Net Calls
-$1.05B
Net Calls Change
+$554M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$5.88M -$106K -825 -2%
AWM
227
AE Wealth Management
Kansas
$5.88M -$362K -2,826 -6%
IWS
228
Insight Wealth Strategies
California
$5.82M +$320K +2,504 +6%
WCM
229
Wunderlich Capital Managemnt
Tennessee
$5.81M -$128 -1 -0%
TCM
230
Towercrest Capital Management
Pennsylvania
$5.73M +$269K +2,098 +5%
FFC
231
Fure Financial Corporation
Minnesota
$5.66M +$5.66M +44,250 New
G
232
GenTrust
Florida
$5.59M +$286K +2,238 +5%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$5.55M
AWM
234
Argent Wealth Management
Massachusetts
$5.55M +$5.55M +43,345 New
TCM
235
Traynor Capital Management
Pennsylvania
$5.51M +$437K +3,416 +9%
CFG
236
Citizens Financial Group
Rhode Island
$5.4M +$131K +1,022 +2%
CAN
237
Cetera Advisor Networks
California
$5.38M -$267K -2,088 -5%
BS
238
Banco Santander
Spain
$5.34M +$776K +6,066 +17%
SA
239
Sunesis Advisors
Kansas
$5.25M -$15.4K -120 -0.3%
BCM
240
Bluefin Capital Management
New York
$5.19M -$1.91M -14,935 -27%
HSA
241
HBK Sorce Advisory
Pennsylvania
$5.15M +$183K +1,431 +4%
PFP
242
Pinnacle Financial Partners
Tennessee
$5.06M +$508K +3,968 +11%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$4.96M -$2.74M -21,345 -36%
CCM
244
Condor Capital Management
New Jersey
$4.92M -$47.7K -373 -1%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$4.8M +$461K +3,600 +11%
ISWM
246
Independent Solutions Wealth Management
New York
$4.77M +$4.77M +37,278 New
BAM
247
Belpointe Asset Management
Nevada
$4.76M +$3.01M +23,550 +173%
TPWA
248
TRUE Private Wealth Advisors
Oregon
$4.74M +$183K +1,430 +4%
HIIFS
249
Harel Insurance Investments & Financial Services
Israel
$4.73M +$4.64M +36,280 +5,464%
TIM
250
Total Investment Management
Arizona
$4.66M -$295K -2,303 -6%