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iShares iBoxx $ Investment Grade Corporate Bond ETF

723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
16.57%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.54%
New
60
Increased
237
Reduced
311
Closed
70
Calls
$311M
Puts
$420M
Net Calls
-$109M
Net Calls Change
+$510M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
676
WealthTrust Fairport
Ohio
$20K +$226 +2 +1%
LFA
677
Legacy Financial Advisors
Kentucky
$19K -$2.38K -20 -11%
PCM
678
Princeton Capital Management
New Jersey
$19K
RFM
679
Royal Fund Management
Florida
$19K +$16.9K +153 +805%
Bessemer Group
680
Bessemer Group
New Jersey
$18K -$491K -4,366 -96%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$325K -2,795 -95%
CAL
682
Capital Advisors Ltd
Ohio
$17K
RAM
683
Riggs Asset Management
Pennsylvania
$17K
CAL
684
Capital Analysts LLC
Pennsylvania
$16K -$928 -8 -5%
MSA
685
Marino Stram & Associates
Massachusetts
$16K +$116 +1 +0.7%
RCA
686
Rowland Carmichael Advisors
Arizona
$14K
DWM
687
Destination Wealth Management
California
$14K +$6.1K +54 +77%
BWA
688
Burt Wealth Advisors
Maryland
$12K
TFS
689
TrustCore Financial Services
Tennessee
$10K +$10K +90 New
KCPG
690
Kavar Capital Partners Group
Kansas
$9K
BBHC
691
Brown Brothers Harriman & Co
New York
$8K +$8K +67 New
B
692
Bridgeworth
Alabama
$8K +$8K +70 New
MIM
693
Macroview Investment Management
Maryland
$7K -$31.1K -262 -82%
TC
694
Trilogy Capital
California
$7K
QCIG
695
Quad-Cities Investment Group
Iowa
$7K +$7K +62 New
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$6K
EWM
697
Endurance Wealth Management
Rhode Island
$6K
AIS
698
Accurate Investment Solutions
Pennsylvania
$5K
CPA
699
Clear Perspective Advisors
Illinois
$5K
NA
700
NewEdge Advisors
Louisiana
$4.67K +$342 +2,992 +8%