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iShares iBoxx $ Investment Grade Corporate Bond ETF

601 hedge funds and large institutions have $20.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 195 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 195

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

10% more funds holding in top 10

Funds holding in top 10: 8391 (+8)

6% more capital invested

Capital invested by funds: $19.5B → $20.6B (+$1.11B)

1% more funds holding

Funds holding: 596601 (+5)

2.66% less ownership

Funds ownership: 72.64%69.99% (-2.7%)

95% less call options, than puts

Call options by funds: $52.1M | Put options by funds: $981M

Holders
601
Holders Change
+5
Holders Change %
+0.84%
% of All Funds
16.04%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
2.43%
New
60
Increased
254
Reduced
195
Closed
49
Calls
$52.1M
Puts
$981M
Net Calls
-$929M
Net Calls Change
-$724M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187M +$5.18M +43,202 +3%
PP
27
Prudential plc
United Kingdom
$170M -$172M -1,430,025 -51%
KeyBank National Association
28
KeyBank National Association
Ohio
$140M -$8.1M -67,543 -6%
PAM
29
Panagora Asset Management
Massachusetts
$140M +$23.9M +199,213 +21%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$136M +$63.6M +530,219 +91%
ACM
31
Aviance Capital Management
Florida
$128M -$6.88M -57,378 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$122M +$21.2M +176,442 +22%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$111M +$20M +166,984 +23%
BA
34
Bridgewater Associates
Connecticut
$110M +$6.4M +53,400 +6%
SB
35
Suntrust Banks
Georgia
$107M -$703K -5,863 -0.7%
WI
36
WBI Investments
New Jersey
$98.8M +$19.8M +164,986 +26%
CSIA
37
Charles Schwab Investment Advisory
California
$98.6M -$27.9M -232,680 -22%
Stifel Financial
38
Stifel Financial
Missouri
$97.5M +$12.2M +101,456 +15%
W
39
Wealthfront
California
$92.6M +$14.8M +123,078 +19%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$92.2M +$61.6M +513,282 +216%
GLI
41
Guardian Life Insurance
New York
$92M +$89.9M +750,000 New
Betterment LLC
42
Betterment LLC
New York
$91.1M +$18.3M +152,561 +26%
SAM
43
Sentinel Asset Management
Vermont
$78.1M -$216M -1,804,503 -74%
GC
44
Guggenheim Capital
Illinois
$77.3M -$30.3M -252,497 -29%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$70.8M
BFA
46
BlackRock Fund Advisors
California
$69.4M -$17.5M -145,907 -21%
CFG
47
CNO Financial Group
Indiana
$68.7M -$93.8M -782,000 -58%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$67M
SF
49
Synovus Financial
Georgia
$66.3M -$629K -5,241 -1%
UBS AM
50
UBS AM
Illinois
$65.3M