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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,029 hedge funds and large institutions have $43.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 440 increasing their positions, 252 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+99
Holders Change %
+10.65%
% of All Funds
21.15%
Holding in Top 10
157
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+30.83%
% of All Funds
3.23%
New
195
Increased
440
Reduced
252
Closed
89
Calls
$897M
Puts
$1.84B
Net Calls
-$944M
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Shares
Change %
EPP
501
ETF Portfolio Partners
Kansas
$1.67M -$62.1K -462 -4%
HWM
502
Hohimer Wealth Management
Washington
$1.65M +$301K +2,241 +22%
FFS
503
Founders Financial Securities
Maryland
$1.65M +$825K +6,135 +101%
SWM
504
SigFig Wealth Management
California
$1.64M +$1.64M +12,196 New
ARMC
505
American Research & Management Company
Massachusetts
$1.64M -$20.2K -150 -1%
PP
506
Professional Planning
California
$1.63M -$238K -1,769 -13%
PCM
507
Pennsylvania Capital Management
Pennsylvania
$1.63M +$1.63M +12,139 New
MCIA
508
Mountain Capital Investment Advisors
Colorado
$1.63M +$1.23M +9,069 +307%
WAM
509
Wealthspire Advisors (Maryland)
Maryland
$1.62M -$1.29M -9,582 -44%
TNB
510
TCF National Bank
South Dakota
$1.62M -$213K -1,709 -12%
PAG
511
Private Advisory Group
Washington
$1.61M +$1.61M +11,988 New
Lazard Asset Management
512
Lazard Asset Management
New York
$1.6M -$1.48M
VCA
513
Verdence Capital Advisors
Maryland
$1.55M +$408K +3,035 +36%
IIM
514
Ipswich Investment Management
Massachusetts
$1.54M +$1.54M +11,470 New
CFA
515
Carroll Financial Associates
North Carolina
$1.53M -$874K -6,498 -36%
GTAM
516
Global Trust Asset Management
Florida
$1.52M +$1.16M +8,599 +318%
CCWA
517
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M +$1.51M +11,253 New
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$1.51M -$109K -809 -7%
RFO
519
RiverGlades Family Offices
Florida
$1.5M +$18.2K +135 +1%
MLIC
520
Mandatum Life Insurance Company
Finland
$1.48M +$8.74K +65 +0.6%
BL
521
BCWM LLC
Kansas
$1.48M -$1.35M -10,023 -48%
CHAM
522
Clear Harbor Asset Management
Connecticut
$1.45M +$18.8K +140 +1%
AWA
523
Arete Wealth Advisors
Illinois
$1.39M +$64K +476 +5%
CRWM
524
Castle Rock Wealth Management
California
$1.39M +$1.39M +10,027 New
WT
525
Whittier Trust
California
$1.39M +$3.09K +23 +0.2%