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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,042 hedge funds and large institutions have $46.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 498 increasing their positions, 287 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+13
Holders Change %
+1.26%
% of All Funds
21.08%
Holding in Top 10
154
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.91%
% of All Funds
3.12%
New
92
Increased
498
Reduced
287
Closed
71
Calls
$3.09B
Puts
$8.2B
Net Calls
-$5.11B
Net Calls Change
-$4.17B
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
526
Cascadia Advisory Services
Oregon
$1.4M +$384K +2,850 +38%
PMG
527
ProVise Management Group
Florida
$1.4M +$1.4M +10,372 New
APP
528
Avantax Planning Partners
Iowa
$1.39M +$164K +1,218 +13%
NAM
529
Nationwide Asset Management
Ohio
$1.38M +$499K +3,700 +56%
FNT
530
First National Trust
Pennsylvania
$1.37M +$506K +3,758 +59%
BFA
531
Beaumont Financial Advisors
Massachusetts
$1.36M +$1.11M +8,240 +438%
MYIA
532
Mount Yale Investment Advisors
Colorado
$1.36M +$484K +3,592 +55%
IHL
533
Investment House LLC
California
$1.35M +$101K +747 +8%
CMI
534
Clare Market Investments
Texas
$1.35M +$260K +1,932 +24%
BCM
535
Bowie Capital Management
Texas
$1.35M +$943K +7,000 +233%
CRWM
536
Castle Rock Wealth Management
California
$1.33M -$22.6K -168 -2%
WAS
537
Wealth Advisory Solutions
Indiana
$1.32M +$63.4K +471 +5%
FFA
538
First Foundation Advisors
California
$1.31M +$284K +2,104 +28%
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.31M +$1.08K +8 +0.1%
ACM
540
AlphaStar Capital Management
North Carolina
$1.26M -$21.4K -158 -2%
TIA
541
Tiemann Investment Advisors
California
$1.26M
ClearBridge Investments
542
ClearBridge Investments
New York
$1.26M -$860K -6,388 -41%
AT
543
Arden Trust
Delaware
$1.24M -$818K -6,070 -40%
EAM
544
Eukles Asset Management
Ohio
$1.24M +$10.8K +80 +0.9%
GPA
545
Guidance Point Advisors
Massachusetts
$1.22M +$199K +1,476 +19%
GIA
546
Gladstone Institutional Advisory
Florida
$1.22M +$216K +1,606 +22%
MIH
547
Meitav Investment House
Israel
$1.22M -$957K -7,103 -44%
WT
548
Whittier Trust
California
$1.2M -$184K -1,366 -13%
22CM
549
20/20 Capital Management
California
$1.18M +$254K +1,888 +28%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$1.17M -$3.1K -23 -0.3%