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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 %
JCM
526
Jacobi Capital Management
Pennsylvania
$1.37M -$109K -811 -7%
SP
527
Successful Portfolios
Florida
$1.35M +$1.35M +10,063 New
AFC
528
AFT Forsyth & Company
Florida
$1.35M +$414K +3,080 +45%
GLA
529
Good Life Advisors
Pennsylvania
$1.33M -$1.59M -11,876 -54%
LWANC
530
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.3M -$5.65K -42 -0.4%
ACM
531
AlphaStar Capital Management
North Carolina
$1.3M +$859K +6,288 +195%
APW
532
Aurora Private Wealth
New Jersey
$1.3M -$705K -5,245 -35%
DI
533
Disciplined Investments
Oklahoma
$1.29M -$2.42K -18 -0.2%
KA
534
Kovack Advisors
Florida
$1.27M +$257K +1,909 +25%
TIA
535
Tiemann Investment Advisors
California
$1.26M -$84K -625 -6%
CWA
536
Clarus Wealth Advisors
Arizona
$1.26M +$1.03M +7,571 +442%
WAS
537
Wealth Advisory Solutions
Indiana
$1.26M -$865K -6,437 -41%
IHL
538
Investment House LLC
California
$1.25M +$327K +2,428 +35%
FA
539
FDx Advisors
Illinois
$1.25M +$394K +2,927 +46%
BPC
540
Banque Pictet & Cie
Switzerland
$1.25M +$102K +760 +9%
CA
541
Calton & Associates
Florida
$1.25M +$107K +799 +9%
WR
542
Watson Rebecca
$1.24M +$590K +4,384 +90%
PFBT
543
Parkside Financial Bank & Trust
Missouri
$1.23M +$455K +3,380 +58%
EAM
544
Eukles Asset Management
Ohio
$1.23M -$9.54K -71 -0.8%
MWM
545
Minot Wealth Management
Massachusetts
$1.22M +$3.36K +25 +0.3%
APP
546
Avantax Planning Partners
Iowa
$1.22M +$538 +4 +0%
EAMA
547
EFG Asset Management (Americas)
Florida
$1.2M +$90.5K +673 +8%
FNBT
548
FineMark National Bank & Trust
Florida
$1.19M
CGFA
549
Colton Groome Financial Advisors
North Carolina
$1.19M +$101K +751 +9%
NR
550
Newfound Research
Massachusetts
$1.19M +$41.8K +311 +4%