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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 %
KPF
301
K2 Principal Fund
Ontario, Canada
$3.46M +$3.46M +28,000 New
WP
302
WealthSource Partners
California
$3.45M -$6.04M -48,890 -64%
FA
303
FMA Advisory
Pennsylvania
$3.44M +$5.81K +47 +0.2%
LG
304
Leuthold Group
Minnesota
$3.38M -$53K -429 -2%
CA
305
Cetera Advisors
Colorado
$3.36M -$5.2M -42,066 -61%
RFM
306
Royal Fund Management
Florida
$3.3M +$3.29M +26,674 +50,328%
AllianceBernstein
307
AllianceBernstein
Tennessee
$3.3M +$13.6K +110 +0.4%
CI
308
Cambiar Investors
Colorado
$3.29M -$397K -3,213 -11%
WI
309
Wintrust Investments
Illinois
$3.28M +$179K +1,453 +6%
Mitsubishi UFJ Asset Management
310
Mitsubishi UFJ Asset Management
Japan
$3.27M +$22K +178 +0.7%
EWA
311
ERTS Wealth Advisors
Michigan
$3.25M -$13.7M -110,602 -81%
NSB
312
Norway Savings Bank
Maine
$3.25M -$210K -1,699 -6%
KWMG
313
King Wealth Management Group
Florida
$3.22M -$45.3K -367 -1%
SAG
314
Spotlight Asset Group
Illinois
$3.18M -$6.42K -52 -0.2%
UB
315
UMB Bank
Missouri
$3.14M -$208K -1,686 -6%
WCM
316
Windsor Capital Management
Arizona
$3.13M -$2.84K -23 -0.1%
SBWM
317
Sunflower Bank Wealth Management
Arizona
$3.13M +$2.67M +21,590 +578%
OFG
318
Omega Financial Group
California
$3.11M -$252K -2,037 -7%
EF
319
Empowered Funds
Pennsylvania
$3.11M
NEAM
320
New England Asset Management
Connecticut
$3.09M
BRWA
321
B. Riley Wealth Advisors
Florida
$3.08M +$690K +5,589 +29%
1IA
322
1834 Investment Advisors
Wisconsin
$3.07M -$721K -5,835 -19%
SP
323
Sarasin & Partners
United Kingdom
$3.06M +$787K +6,370 +35%
CT
324
Coastline Trust
Rhode Island
$3.06M +$203K +1,640 +7%
CCA
325
Cobblestone Capital Advisors
New York
$3.05M -$359K -2,905 -11%