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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 %
LPIC
451
LeJeune Puetz Investment Counsel
Michigan
$439K -$275K -2,399 -39%
TC
452
Telemus Capital
Michigan
$438K -$111K -965 -20%
BHB
453
Bank Hapoalim BM
Israel
$438K
BPC
454
Banque Pictet & Cie
Switzerland
$438K
ICM
455
IMS Capital Management
Oregon
$435K
BCM
456
Bluefin Capital Management
New York
$435K +$435K +3,793 New
AMIM
457
Aull & Monroe Investment Management
Alabama
$434K -$57.4K -500 -12%
CCM
458
Crabel Capital Management
California
$425K -$26.5K -231 -6%
OCM
459
Oakwood Capital Management
California
$424K -$29.4K -256 -6%
TA
460
Townsend & Associates
Colorado
$422K -$162K -1,409 -28%
TFO
461
Tarbox Family Office
California
$422K
BAAM
462
Baker Avenue Asset Management
California
$420K
CSIC
463
Clifford Swan Investment Counsel
California
$418K -$16.3K -142 -4%
CFB
464
Cullen/Frost Bankers
Texas
$408K +$38.7K +338 +10%
MC
465
Moors & Cabot
Massachusetts
$407K -$34.1K -300 -8%
TF
466
Tompkins Financial
New York
$404K +$19.9K +174 +5%
BSW
467
Buckingham Strategic Wealth
Missouri
$402K +$402K +3,510 New
DBIA
468
Dumont & Blake Investment Advisors
New Jersey
$399K
AIM
469
Anchor Investment Management
South Carolina
$399K
CBU
470
CIBC Bank USA
Illinois
$396K
BAM
471
Berkshire Asset Management
Pennsylvania
$394K -$94.6K -826 -19%
SFWA
472
Summit Financial Wealth Advisors
Louisiana
$394K
MAM
473
Marquette Asset Management
Minnesota
$392K
BAM
474
Belpointe Asset Management
Nevada
$390K -$144K -1,256 -27%
WT
475
Whittier Trust
California
$385K -$773K -6,744 -67%