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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
AF
551
Allworth Financial
California
$80K +$1.08K +9 +1%
WA
552
WFG Advisors
Texas
$79K -$720 -6 -0.9%
BAM
553
Barrett Asset Management
New York
$79K +$240 +2 +0.3%
ACS
554
Archford Capital Strategies
Illinois
$78K +$75.9K +633 New
GI
555
Gradient Investments
Minnesota
$70K -$75.4K -629 -53%
RIM
556
Rampart Investment Management
Connecticut
$68K -$63.3K -528 -49%
CCM
557
Cribstone Capital Management
Maine
$68K +$66.3K +553 New
CHP
558
Cable Hill Partners
Oregon
$62K
RFS
559
Rockefeller Financial Services
New York
$62K
VCM
560
Vigilant Capital Management
Maine
$61K
GBT
561
Grove Bank & Trust
Florida
$57K
MRCM
562
M&R Capital Management
New Jersey
$57K +$56.4K +470 New
SFG
563
SevenBridge Financial Group
Pennsylvania
$56K +$54.3K +453 New
GAM
564
Gemmer Asset Management
California
$49K +$240 +2 +0.5%
PCIG
565
Partners Capital Investment Group
Massachusetts
$48K +$480 +4 +1%
OC
566
Oakworth Capital
Alabama
$47K -$23.1K -193 -33%
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$46K +$38.6K +322 +585%
WEC
568
Winslow Evans & Crocker
Massachusetts
$45.9K +$360 +3 +0.8%
GBBWRPM
569
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$44K +$43.8K +365 New
JAM
570
JCIC Asset Management
Ontario, Canada
$41K
RFA
571
Reilly Financial Advisors
California
$39K
WI
572
Wintrust Investments
Illinois
$39K +$625K +5,210 New
BWA
573
Burt Wealth Advisors
Maryland
$37K
MFW
574
Mosaic Family Wealth
Missouri
$33K +$959 +8 +3%
WP
575
WealthPLAN Partners
Nebraska
$30.1K +$91.9K +766 New