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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 %
MWM
326
McNaughton Wealth Management
California
$2.89M +$2.89M +22,579 New
FC
327
Fusion Capital
South Carolina
$2.86M +$2.86M +22,344 New
JWCA
328
J.W. Cole Advisors
Florida
$2.86M +$2.86M +22,321 New
EH
329
Equitable Holdings
New York
$2.79M +$2.79M +21,805 New
SW
330
SteelPeak Wealth
California
$2.77M +$2.77M +21,634 New
IFO
331
Independent Family Office
New York
$2.76M +$2.76M +21,595 New
BFG
332
Barber Financial Group
Kansas
$2.73M +$62.2K +486 +2%
WPC
333
White Pine Capital
Minnesota
$2.73M
HR
334
Hayden Royal
North Carolina
$2.7M +$1.48M +11,283 +121%
LWP
335
Legacy Wealth Partners
California
$2.67M +$2.67M +20,502 New
5L
336
55I LLC
Massachusetts
$2.62M +$507K +3,964 +24%
SFS
337
Sowell Financial Services
Arkansas
$2.61M +$562K +4,394 +27%
CFGS
338
Concourse Financial Group Securities
Alabama
$2.57M +$234K +1,832 +10%
PI
339
PFS Investments
Georgia
$2.57M +$1.24M +9,667 +93%
RC
340
Rovin Capital
Arizona
$2.54M +$2.54M +19,830 New
BWA
341
BDO Wealth Advisors
Florida
$2.53M -$117K -915 -4%
Bessemer Group
342
Bessemer Group
New Jersey
$2.53M +$365K +2,850 +17%
BRWA
343
B. Riley Wealth Advisors
Florida
$2.48M +$21.1K +165 +0.9%
PFS
344
Prospera Financial Services
Texas
$2.44M +$272K +2,129 +13%
WB
345
WesBanco Bank
West Virginia
$2.43M +$349K +2,729 +17%
SS
346
Simplicity Solutions
Minnesota
$2.42M +$950K +7,422 +65%
LFAS
347
Level Four Advisory Services
Texas
$2.41M -$215K -1,306 -8%
RJT
348
Raymond James Trust
Florida
$2.4M -$193K -1,506 -7%
ED
349
Exane Derivatives
France
$2.4M +$1.28M +9,900 +114%
SP
350
Sarasin & Partners
United Kingdom
$2.36M -$109K -855 -4%