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iShares iBoxx $ Investment Grade Corporate Bond ETF

930 hedge funds and large institutions have $32.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 374 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-7
Holders Change %
-0.75%
% of All Funds
20.54%
Holding in Top 10
120
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+20%
% of All Funds
2.65%
New
136
Increased
311
Reduced
374
Closed
131
Calls
$1.67B
Puts
$3.93B
Net Calls
-$2.26B
Net Calls Change
-$1.22B
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
251
Donaldson Capital Management
Indiana
$5.13M +$1.39M +11,272 +37%
SA
252
Sunesis Advisors
Kansas
$5.07M +$371 +3 +0%
SWP
253
Stratos Wealth Partners
Ohio
$4.99M +$829K +6,712 +20%
PWA
254
Physician Wealth Advisors
Utah
$4.98M +$4.73M +36,563 +1,930%
RAM
255
Riggs Asset Management
Pennsylvania
$4.77M +$4.41M +35,691 +1,226%
PFP
256
Pinnacle Financial Partners
Tennessee
$4.73M -$154K -1,245 -3%
CCM
257
Condor Capital Management
New Jersey
$4.7M -$50.6K -410 -1%
TF
258
Trek Financial
Arizona
$4.69M -$39.9M -322,963 -89%
M&T Bank
259
M&T Bank
New York
$4.67M +$4.67M +37,768 New
TNBTD
260
Trustmark National Bank Trust Department
Mississippi
$4.65M +$1.22M +9,879 +36%
DSC
261
Duncker Streett & Co
Missouri
$4.61M +$457K +3,701 +11%
Axa
262
Axa
France
$4.6M +$348K +2,819 +8%
ED
263
Exane Derivatives
France
$4.59M +$2.3M +18,592 +100%
VWA
264
Visionary Wealth Advisors
Illinois
$4.58M +$478K +3,873 +12%
MAFM
265
Mid Atlantic Financial Management
Pennsylvania
$4.57M +$267K +2,164 +6%
PA
266
PFG Advisors
Arizona
$4.52M +$148K +1,138 +3%
CM
267
Columbus Macro
Pennsylvania
$4.51M +$1.21M +9,794 +37%
Ensign Peak Advisors
268
Ensign Peak Advisors
Utah
$4.43M
ISWM
269
Independent Solutions Wealth Management
New York
$4.4M -$205K -1,661 -4%
CB
270
Commerce Bank
Missouri
$4.36M +$84.2K +682 +2%
MCM
271
Maryland Capital Management
Maryland
$4.36M +$118K +953 +3%
SAM
272
SignalPoint Asset Management
Missouri
$4.3M +$526K +4,261 +14%
EA
273
Emerald Advisors
Washington
$4.26M +$2.61M +20,645 +159%
SI
274
Stephens Inc
Arkansas
$4.23M -$178K -1,438 -4%
CG
275
Cutler Group
California
$4.2M +$3.77M +30,500 +871%