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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 %
5L
326
55I LLC
Massachusetts
$1.75M +$103K +867 +6%
AP
327
Agilis Partners
Massachusetts
$1.71M -$102K -857 -6%
WMA
328
Wealth Management Associates
New Jersey
$1.67M +$150K +1,264 +10%
TSS
329
Two Sigma Securities
New York
$1.66M +$1.66M +13,923 New
TW
330
TrinityPoint Wealth
Connecticut
$1.66M +$453K +3,803 +38%
KC
331
Kingfisher Capital
North Carolina
$1.63M +$87K +731 +6%
WI
332
WrapManager Inc
California
$1.63M +$696K +5,847 +75%
ACP
333
Aveo Capital Partners
Colorado
$1.6M +$80.2K +674 +5%
WP
334
WealthShield Partners
North Carolina
$1.58M +$546K +4,587 +53%
SSWM
335
Smith Salley Wealth Management
North Carolina
$1.58M +$393K +3,298 +33%
APP
336
Avantax Planning Partners
Iowa
$1.54M +$226K +1,899 +17%
EPP
337
ETF Portfolio Partners
Kansas
$1.52M +$127K +1,063 +9%
ARMC
338
American Research & Management Company
Massachusetts
$1.52M
BC
339
Burleson & Co
California
$1.51M +$1.51M +12,679 New
WWM
340
Willingdon Wealth Management
North Carolina
$1.49M +$7.5K +63 +0.5%
VF
341
Virtu Financial
New York
$1.48M +$1.07M +8,977 +260%
HCM
342
Hollencrest Capital Management
California
$1.45M -$184K -1,547 -11%
AT
343
Arden Trust
Delaware
$1.44M +$145K +1,218 +11%
CB
344
Chemical Bank
Michigan
$1.44M -$20.1K -169 -1%
HW
345
Hancock Whitney
Mississippi
$1.43M +$1.43M +12,046 New
Lazard Asset Management
346
Lazard Asset Management
New York
$1.43M -$1.35M
TYCC
347
Texas Yale Capital Corp
Florida
$1.42M +$711K +5,975 +100%
WLIM
348
White Lighthouse Investment Management
Massachusetts
$1.41M -$119K -1,003 -8%
FC
349
FCA Corp
Texas
$1.41M +$190K +1,600 +16%
AWM
350
Alterna Wealth Management
Texas
$1.41M +$1.04M +8,729 +282%