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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 %
VCM
401
Virtue Capital Management
Tennessee
$1.56M -$1.29M -10,119 -45%
AWM
402
Alterna Wealth Management
Texas
$1.56M -$1.04M -8,094 -40%
Lazard Asset Management
403
Lazard Asset Management
New York
$1.53M -$1.53M
WS
404
Wedbush Securities
California
$1.51M +$255K +1,992 +20%
MWM
405
Minot Wealth Management
Massachusetts
$1.51M +$1.51M +11,615 New
BCM
406
Bayesian Capital Management
New York
$1.48M +$1.48M +11,594 New
AP
407
Agilis Partners
Massachusetts
$1.48M +$131K +1,022 +10%
CHAM
408
Clear Harbor Asset Management
Connecticut
$1.46M +$123K +965 +9%
PRS
409
Pinkerton Retirement Specialists
Idaho
$1.45M -$52K -406 -3%
FFN
410
Focus Financial Network
Minnesota
$1.43M +$86.8K +678 +6%
WR
411
Watson Rebecca
$1.43M +$1.43M +11,149 New
CA
412
Continuum Advisory
Idaho
$1.42M +$1.42M +11,062 New
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$1.4M +$259K +2,023 +23%
TI
414
tru Independence
Oregon
$1.4M +$1.4M +11,361 New
PPSG
415
Princeton Portfolio Strategies Group
New Jersey
$1.4M +$25K +195 +2%
JCM
416
Jacobi Capital Management
Pennsylvania
$1.38M +$312K +2,438 +29%
RFO
417
RiverGlades Family Offices
Florida
$1.38M +$39.9K +312 +3%
LWANC
418
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38M -$68.5K -535 -5%
PG
419
Prostatis Group
Maryland
$1.37M +$1.37M +10,726 New
MLIC
420
Mandatum Life Insurance Company
Finland
$1.37M +$11.4K +89 +0.8%
PP
421
Pacifica Partners
Canada
$1.36M +$1.36M +10,644 New
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$1.36M +$420K +3,282 +45%
PAS
423
Partnervest Advisory Services
California
$1.34M -$117K -912 -8%
CA
424
Calton & Associates
Florida
$1.34M +$28.5K +223 +2%
SW
425
SVB Wealth
Massachusetts
$1.34M +$341K +2,669 +34%