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iShares iBoxx $ Investment Grade Corporate Bond ETF

775 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 254 increasing their positions, 298 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+26
Holders Change %
+3.47%
% of All Funds
16.8%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.8%
New
104
Increased
254
Reduced
298
Closed
68
Calls
$639M
Puts
$1.52B
Net Calls
-$883M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
301
Robertson Stephens Wealth Management
California
$2.26M +$2.26M +18,994 New
CWM
302
Cornerstone Wealth Management
Missouri
$2.25M -$651K -4,775 -22%
VAS
303
Vestmark Advisory Solutions
Massachusetts
$2.22M +$2.22M +18,601 New
LFAS
304
Level Four Advisory Services
Texas
$2.2M -$68.7K -577 -3%
GLA
305
Good Life Advisors
Pennsylvania
$2.2M -$54K -454 -2%
HB
306
Homrich & Berg
Georgia
$2.15M +$575K +4,831 +37%
TCM
307
Tuttle Capital Management
Connecticut
$2.1M +$2.1M +17,670 New
PIMG
308
Patriot Investment Management Group
Tennessee
$2.1M +$2.1M +17,668 New
EB
309
Eastern Bank
Massachusetts
$2.1M -$36.8M -309,308 -95%
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$2.07M -$1.72M -14,408 -45%
WIA
311
Wealthstreet Investment Advisors
Texas
$2.06M +$58.7K +493 +3%
GFPC
312
Global Financial Private Capital
Florida
$2.04M -$204K -1,716 -9%
FA
313
Fortis Advisors
Pennsylvania
$2.04M -$1.09M -9,187 -35%
ACP
314
Ashfield Capital Partners
California
$2.03M -$103K -866 -5%
SSWM
315
Sheets Smith Wealth Management
North Carolina
$1.97M +$238 +2 +0%
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$1.95M +$1.95M +16,401 New
Retirement Systems of Alabama
317
Retirement Systems of Alabama
Alabama
$1.94M
DADC
318
D.A. Davidson & Co
Montana
$1.88M -$63.8K -561 -3%
PWG
319
Private Wealth Group
Florida
$1.85M +$1.85M +15,533 New
CA
320
Cambridge Advisors
Nebraska
$1.84M
SWM
321
SeaCrest Wealth Management
New York
$1.83M -$669K -5,620 -27%
SFA
322
Sequoia Financial Advisors
Ohio
$1.82M -$1.14M -9,558 -38%
PPP
323
Private Portfolio Partners
New Jersey
$1.82M -$227K -1,902 -11%
EVM
324
Eaton Vance Management
Massachusetts
$1.82M +$1.82M +15,313 New
FNBOSM
325
First National Bank of South Miami
Florida
$1.81M -$180K -1,510 -9%