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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,042 hedge funds and large institutions have $46.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 498 increasing their positions, 287 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+13
Holders Change %
+1.26%
% of All Funds
21.08%
Holding in Top 10
154
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.91%
% of All Funds
3.12%
New
92
Increased
498
Reduced
287
Closed
71
Calls
$3.09B
Puts
$8.2B
Net Calls
-$5.11B
Net Calls Change
-$4.17B
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
426
McNaughton Wealth Management
California
$2.67M +$36.5K +271 +1%
NNP
427
Nachman Norwood & Parrott
South Carolina
$2.65M -$401K -2,976 -13%
GEA
428
Glen Eagle Advisors
New Jersey
$2.64M +$227K +1,687 +9%
TCA
429
Transcend Capital Advisors
New Jersey
$2.64M +$709K +5,263 +37%
RJT
430
Raymond James Trust
Florida
$2.64M +$36K +267 +1%
CL
431
CPWM LLC
Washington
$2.63M -$1.48K -11 -0.1%
LG
432
Leuthold Group
Minnesota
$2.6M -$8.22M -60,999 -76%
HSA
433
HBK Sorce Advisory
Pennsylvania
$2.58M -$1.13M -8,357 -30%
JWCA
434
J.W. Cole Advisors
Florida
$2.58M -$82.7K -614 -3%
FFA
435
Founders Financial Alliance
North Carolina
$2.52M +$2.52M +18,667 New
BCM
436
Bluefin Capital Management
New York
$2.51M -$4.02M -29,871 Closed
AL
437
Aspiriant LLC
California
$2.49M +$2.49M +18,480 New
BOTW
438
Bank of the West
California
$2.47M -$624K -4,631 -20%
PAG
439
Pinnacle Advisory Group
Maryland
$2.45M -$91.5K -679 -4%
MAG
440
Mokosak Advisory Group
Iowa
$2.42M -$79.4K -589 -3%
NSIM
441
North Star Investment Management
Illinois
$2.4M -$71.9K -534 -3%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$2.4M +$630K +4,673 +36%
PCG
443
Private Capital Group
Connecticut
$2.37M +$377K +2,799 +19%
HHRDM
444
H&H Retirement Design & Management
Nevada
$2.3M -$5.86M -43,487 -72%
ECM
445
Exchange Capital Management
Michigan
$2.28M +$1.62M +12,007 +243%
CWM
446
Cornerstone Wealth Management
Missouri
$2.25M +$88.8K +659 +4%
PIMG
447
Patriot Investment Management Group
Tennessee
$2.25M -$249K -1,851 -10%
BC
448
Burleson & Co
California
$2.25M +$1.36M +9,985 +153%
EAMA
449
EFG Asset Management (Americas)
Florida
$2.24M +$1.03M +7,679 +86%
MWM
450
Minot Wealth Management
Massachusetts
$2.22M +$997K +7,400 +81%