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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 %
BWM
426
BerganKDV Wealth Management
Minnesota
$1.33M +$384K +3,000 +41%
CCM
427
Canal Capital Management
Virginia
$1.32M +$1.32M +10,342 New
PCA
428
Providence Capital Advisors
North Carolina
$1.32M +$43K +336 +3%
ASN
429
Advisory Services Network
Georgia
$1.32M +$768 +6 +0.1%
TIA
430
Tiemann Investment Advisors
California
$1.31M -$9.6K -75 -0.7%
WWM
431
Western Wealth Management
Colorado
$1.3M -$43.5K -340 -3%
SIM
432
Stratos Investment Management
Ohio
$1.3M -$46.3K -362 -3%
MLM
433
Mount Lucas Management
Pennsylvania
$1.29M -$640 -5 -0%
SC
434
Slow Capital
California
$1.29M +$236K +1,844 +22%
SCG
435
Sonata Capital Group
Washington
$1.28M +$258K +2,018 +25%
NR
436
Newfound Research
Massachusetts
$1.26M -$621K -4,857 -33%
CAG
437
Crestwood Advisors Group
Massachusetts
$1.25M +$799K +6,240 +178%
GA
438
Greytown Advisors
Florida
$1.23M +$141K +1,100 +13%
WT
439
Whittier Trust
California
$1.23M +$88.1K +688 +8%
EAM
440
Eukles Asset Management
Ohio
$1.22M -$56.1K -438 -4%
NCM
441
Niemann Capital Management
Nevada
$1.21M +$1.21M +9,433 New
FNBT
442
FineMark National Bank & Trust
Florida
$1.19M -$1.15K -9 -0.1%
FWP
443
FAS Wealth Partners
Kansas
$1.19M +$111K +865 +10%
SIA
444
Strategic Investment Advisors
Michigan
$1.18M +$490K +3,830 +71%
SWA
445
Sutton Wealth Advisors
Florida
$1.17M +$239K +1,868 +26%
HIC
446
Holderness Investments Company
North Carolina
$1.17M +$849K +6,637 +269%
VAS
447
Vestmark Advisory Solutions
Massachusetts
$1.16M -$696K -6,912 -37%
APP
448
Avantax Planning Partners
Iowa
$1.16M -$579K -4,526 -33%
EAMA
449
EFG Asset Management (Americas)
Florida
$1.16M -$200K -1,561 -15%
NAM
450
Nationwide Asset Management
Ohio
$1.15M +$1.15M +8,970 New