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iShares iBoxx $ Investment Grade Corporate Bond ETF

937 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 309 increasing their positions, 306 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+106
Holders Change %
+12.76%
% of All Funds
18.5%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.97%
New
202
Increased
309
Reduced
306
Closed
81
Calls
$1.48B
Puts
$2.53B
Net Calls
-$1.05B
Net Calls Change
+$554M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
601
North Star Investment Management
Illinois
$472K +$511 +4 +0.1%
AFC
602
Adaptive Financial Consulting
Ohio
$469K +$469K +3,662 New
HIMC
603
Heritage Investors Management Corp
Maryland
$468K +$89.5K +700 +24%
SAS
604
Sage Advisory Services
Texas
$467K +$181K +1,413 +63%
WP
605
WealthShield Partners
North Carolina
$462K -$269K -2,102 -37%
MWM
606
Mission Wealth Management
California
$461K +$166K +1,300 +56%
AMIM
607
Aull & Monroe Investment Management
Alabama
$459K
JCM
608
Jag Capital Management
Missouri
$459K +$2.56K +20 +0.6%
N
609
Natixis
France
$456K -$297K -2,310 -39%
Federated Hermes
610
Federated Hermes
Pennsylvania
$455K +$8.32K +65 +2%
1832 Asset Management
611
1832 Asset Management
Ontario, Canada
$452K +$452K +3,500 New
SIM
612
Sadoff Investment Management
Wisconsin
$450K +$104K +814 +30%
CG
613
Cutler Group
California
$447K -$128K -1,000 -22%
DBIA
614
Dumont & Blake Investment Advisors
New Jersey
$442K
IIA
615
IPG Investment Advisors
California
$441K +$57.6K +450 +15%
VAG
616
VisionPoint Advisory Group
Texas
$440K -$7.93K -62 -2%
TWP
617
TFO Wealth Partners
Ohio
$440K +$440K +3,443 New
FHA
618
Flagship Harbor Advisors
Massachusetts
$439K -$5.38K -42 -1%
IC
619
Inscription Capital
Texas
$438K
CAM
620
Concorde Asset Management
Michigan
$435K -$1.46M -11,390 -77%
IC
621
Investment Counsel
Michigan
$435K
EWM
622
Edge Wealth Management
New York
$429K
DADC
623
D.A. Davidson & Co
Montana
$424K +$17.6K +138 +4%
9WM
624
9258 Wealth Management
Ohio
$422K -$36.6K -286 -8%
CIAS
625
CBIZ Investment Advisory Services
Ohio
$415K