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iShares iBoxx $ Investment Grade Corporate Bond ETF

930 hedge funds and large institutions have $32.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 374 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-7
Holders Change %
-0.75%
% of All Funds
20.54%
Holding in Top 10
120
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+20%
% of All Funds
2.65%
New
136
Increased
311
Reduced
374
Closed
131
Calls
$1.67B
Puts
$3.93B
Net Calls
-$2.26B
Net Calls Change
-$1.22B
Name Holding Trade Value Shares
Change
Shares
Change %
AFC
501
AFT Forsyth & Company
Florida
$855K -$143K -1,154 -14%
IHL
502
Investment House LLC
California
$849K +$230K +1,865 +37%
1SB
503
1ST Source Bank
Indiana
$840K -$64.4K -522 -7%
Man Group
504
Man Group
United Kingdom
$833K -$76.3M -617,402 -99%
PCM
505
Parsons Capital Management
Rhode Island
$830K -$13.1K -106 -2%
EWM
506
Evercore Wealth Management
New York
$828K +$33.1K +268 +4%
I
507
IberiaBank
Louisiana
$825K -$140K -1,131 -14%
UAS
508
United Asset Strategies
New York
$825K -$39.8K -322 -5%
LW
509
Linscomb Wealth
Texas
$820K +$1.11K +9 +0.1%
CCFM
510
Clear Creek Financial Management
Washington
$816K +$531K +4,083 +187%
NAM
511
Nationwide Asset Management
Ohio
$814K -$297K -2,400 -27%
PWW
512
Pettyjohn Wood & White
Virginia
$813K +$21.6K +175 +3%
HWA
513
HCR Wealth Advisors
California
$799K +$35.4K +287 +5%
GCA
514
Gradient Capital Advisors
California
$792K -$2.96K -24 -0.4%
FA
515
FDx Advisors
Illinois
$787K +$131K +1,057 +20%
HMS
516
Hanseatic Management Services
New Mexico
$778K +$33.4K +270 +4%
AIC
517
Archer Investment Corporation
Indiana
$775K +$62K +502 +9%
Mackenzie Financial
518
Mackenzie Financial
Ontario, Canada
$753K -$3.88M -31,400 -84%
SAMC
519
Spectrum Asset Management (Connecticut)
Connecticut
$753K +$753K +6,094 New
FFS
520
Founders Financial Securities
Maryland
$752K +$395K +3,203 +111%
22CM
521
20/20 Capital Management
California
$752K +$752K +5,911 New
OC
522
Oarsman Capital
Wisconsin
$751K -$205K -1,660 -21%
CCM
523
Canal Capital Management
Virginia
$749K -$529K -4,282 -41%
JIP
524
Jaffetilchin Investment Partners
Florida
$739K -$2.74M -22,202 -79%
OSAM
525
O'Shaughnessy Asset Management
Connecticut
$730K +$602K +4,878 +471%