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iShares iBoxx $ Investment Grade Corporate Bond ETF

723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
16.57%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.54%
New
60
Increased
237
Reduced
311
Closed
70
Calls
$311M
Puts
$420M
Net Calls
-$109M
Net Calls Change
+$510M
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
401
Bedel Financial Consulting
Indiana
$640K -$26.1K -228 -4%
DWM
402
Darwin Wealth Management
Florida
$637K -$4.86K -45 -0.8%
KBFS
403
Kohmann Bosshard Financial Services
Ohio
$627K -$12.5K -109 -2%
AA
404
Alesco Advisors
New York
$624K
PAM
405
Palisade Asset Management
Minnesota
$621K -$232K -2,029 -27%
CA
406
Calton & Associates
Florida
$618K -$105K -912 -15%
FNT
407
First National Trust
Pennsylvania
$617K -$101K -880 -14%
GHCM
408
Glen Harbor Capital Management
California
$614K -$134K -1,168 -18%
Schroder Investment Management Group
409
Schroder Investment Management Group
United Kingdom
$612K -$2.03M -17,716 -77%
AIIMS
410
Analyst IMS Investment Management Services
Israel
$612K +$1.72K +15 +0.3%
NCM
411
Neumann Capital Management
California
$608K +$2.06K +18 +0.3%
PFS
412
Prospera Financial Services
Texas
$607K -$238K -2,069 -28%
MSAM
413
Moloney Securities Asset Management
Missouri
$604K -$203K -1,771 -25%
WIC
414
Woodmont Investment Counsel
Tennessee
$601K +$5.72K +50 +1%
I2I
415
Insight 2811 Inc
Illinois
$593K -$76.2K -665 -11%
HIMC
416
Heritage Investors Management Corp
Maryland
$590K -$57.3K -500 -9%
FPGK
417
Financial Partners Group (Kansas)
Kansas
$587K -$29.2K -255 -5%
GRP
418
Global Retirement Partners
California
$586K -$4.93K -43 -0.8%
LWAC
419
Laurel Wealth Advisors (California)
California
$584K -$15.6K -136 -3%
AF
420
Allworth Financial
California
$580K +$513K +4,478 +762%
BA
421
Ballew Advisors
Mississippi
$575K -$1.03K -9 -0.2%
EWF
422
Epstein & White Financial
California
$574K -$663K -5,802 -54%
MA
423
MCF Advisors
Kentucky
$564K +$344 +3 +0.1%
NFG
424
Next Financial Group
Texas
$558K -$723K -6,305 -56%
Federated Hermes
425
Federated Hermes
Pennsylvania
$558K -$3.44K -30 -0.6%