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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,029 hedge funds and large institutions have $43.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 440 increasing their positions, 252 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+99
Holders Change %
+10.65%
% of All Funds
21.15%
Holding in Top 10
157
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+30.83%
% of All Funds
3.23%
New
195
Increased
440
Reduced
252
Closed
89
Calls
$897M
Puts
$1.84B
Net Calls
-$944M
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
326
Strategic Investment Advisors
Michigan
$5.59M +$4.02M +29,910 +256%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$5.55M
BHWM
328
Bay Harbor Wealth Management
Maryland
$5.54M +$5.52M +41,058 +40,651%
BCM
329
BlueCrest Capital Management
Jersey
$5.52M +$5.52M +41,040 New
SA
330
Sunesis Advisors
Kansas
$5.52M
EWA
331
Exencial Wealth Advisors
Oklahoma
$5.47M +$5.47M +40,644 New
LWP
332
Legacy Wealth Partners
California
$5.46M +$2.81M +20,878 +106%
RA
333
RFG Advisory
Alabama
$5.43M +$5.08M +37,802 +1,493%
SI
334
Stephens Inc
Arkansas
$5.42M +$818K +6,084 +18%
ICM
335
Ionic Capital Management
New York
$5.38M -$5.38M -40,000 -50%
LWM
336
Liberty Wealth Management
California
$5.34M +$5.07M +37,706 +1,889%
RSWM
337
Robertson Stephens Wealth Management
California
$5.32M +$3.05M +22,656 +134%
SCA
338
Snowden Capital Advisors
New York
$5.3M +$3.63M +26,972 +217%
DLDF
339
Dan L. Duncan Foundation
Texas
$5.22M +$5.22M +38,809 New
BHB
340
Bank Hapoalim BM
Israel
$5.2M -$1.55M
WQ
341
Wealth Quarterback
New Jersey
$5.14M +$506K +3,763 +11%
ISWM
342
Independent Solutions Wealth Management
New York
$5.07M +$281K +2,088 +6%
PA
343
PFG Advisors
Arizona
$5.06M +$335K +2,468 +7%
CFG
344
Citizens Financial Group
Rhode Island
$5.04M -$615K -4,573 -11%
M&T Bank
345
M&T Bank
New York
$5.03M -$48.8K -363 -1%
CCM
346
Condor Capital Management
New Jersey
$5M -$117K -871 -2%
ACA
347
Anchor Capital Advisors
Massachusetts
$4.94M -$10.1M -75,310 -67%
SWP
348
Strategic Wealth Partners
Ohio
$4.85M +$4.85M +36,082 New
TCM
349
Traynor Capital Management
Pennsylvania
$4.84M +$291K +2,163 +6%
SFA
350
Sequoia Financial Advisors
Ohio
$4.78M +$540K +4,014 +13%