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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 %
MAP
576
Milestone Advisory Partners
North Carolina
$550K -$494K -4,000 -47%
CAM
577
Cidel Asset Management
Ontario, Canada
$550K +$550K +4,450 New
SBL
578
Sargent Bickham Lagudis
Colorado
$548K -$206K -1,671 -27%
CFB
579
Cullen/Frost Bankers
Texas
$545K -$281K -2,277 -34%
SSWM
580
Smith Salley Wealth Management
North Carolina
$543K +$6.92K +56 +1%
LFS
581
Lutz Financial Services
Nebraska
$542K -$213K -1,728 -28%
CG
582
Colony Group
Massachusetts
$538K -$190K -1,536 -26%
CSPIA
583
Cary Street Partners Investment Advisory
Virginia
$536K -$214K -1,732 -29%
BI
584
Ballast Inc
Kentucky
$529K -$4.07K -33 -0.8%
RFWA
585
RPg Family Wealth Advisory
Massachusetts
$526K +$4.32K +35 +0.8%
AIC
586
Ameritas Investment Company
Nebraska
$518K +$125K +1,021 +32%
TL
587
TrueWealth LLC
Georgia
$508K -$19.3K -156 -4%
VAM
588
Verity Asset Management
North Carolina
$503K -$225K -1,824 -31%
HIM
589
HawsGoodwin Investment Management
Tennessee
$501K -$197K -1,599 -28%
AFC
590
Adaptive Financial Consulting
Ohio
$499K +$46.8K +379 +10%
BAM
591
Bruderman Asset Management
New York
$498K +$131K +1,077 +36%
PWLP
592
Prio Wealth Limited Partnership
Massachusetts
$496K
SIM
593
Symetra Investment Management
Connecticut
$494K +$494K +4,000 New
PWM
594
Perigon Wealth Management
California
$492K +$283K +2,146 +135%
LPIC
595
LeJeune Puetz Investment Counsel
Michigan
$490K -$27.7K -224 -5%
TCWM
596
Total Clarity Wealth Management
Illinois
$482K +$379K +3,066 +368%
FTIOP
597
Fiduciary Trust International of Pennsylvania
Pennsylvania
$478K +$478K +3,872 New
TIM
598
Total Investment Management
Arizona
$475K -$4.02M -32,558 -89%
ICM
599
IMS Capital Management
Oregon
$469K
PCMK
600
Paragon Capital Management (Kansas)
Kansas
$463K +$463K +3,751 New