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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 %
SWRP
601
Summit Wealth & Retirement Planning
California
$870K -$72K -535 -8%
FNT
602
First National Trust
Pennsylvania
$862K +$862K +6,407 New
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$854K -$1.18M -8,808 -58%
COF
604
Capital One Financial
Virginia
$853K +$116K +863 +16%
LCM
605
Liberty Capital Management
Michigan
$850K +$850K +6,320 New
SWA
606
Stratos Wealth Advisors
Ohio
$846K +$795K +5,911 +1,560%
SCM
607
SCS Capital Management
Massachusetts
$845K -$168K -1,250 -17%
PWW
608
Pettyjohn Wood & White
Virginia
$844K -$41.6K -309 -5%
CW
609
CreativeOne Wealth
Kansas
$842K +$842K +6,264 New
WIA
610
World Investment Advisors
California
$839K +$839K +6,116 New
KBFS
611
Kohmann Bosshard Financial Services
Ohio
$826K +$146K +1,083 +21%
HMS
612
Hanseatic Management Services
New Mexico
$822K -$24.5K -182 -3%
TFA
613
Transamerica Financial Advisors
Florida
$802K +$802K +5,962 New
CCA
614
Catalyst Capital Advisors
New York
$794K +$794K +5,900 New
AA
615
Alesco Advisors
New York
$790K
AWM
616
Avitas Wealth Management
California
$790K +$790K +5,870 New
NB
617
Northwest Bancshares
Pennsylvania
$788K -$783K -5,819 -50%
TYCC
618
Texas Yale Capital Corp
Florida
$784K +$115K +852 +17%
CAG
619
Crestwood Advisors Group
Massachusetts
$778K -$5.76K -43 -0.7%
I
620
IberiaBank
Louisiana
$775K -$124K -919 -14%
AWMG
621
Alliance Wealth Management Group
New Jersey
$768K +$88.3K +655 +13%
TCM
622
Teza Capital Management
Illinois
$759K +$759K +5,900 New
FFBTD
623
First Financial Bank - Trust Division
Ohio
$753K +$58.6K +436 +8%
CAM
624
Cidel Asset Management
Ontario, Canada
$743K +$145K +1,075 +24%
CBFP
625
Cedar Brook Financial Partners
Ohio
$741K +$74K +550 +11%