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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 %
MFG
701
MidWestOne Financial Group
Iowa
$275K
TPA
702
Trivium Point Advisory
Connecticut
$274K -$546K -4,342 -67%
BJ
703
Brouwer & Janachowski
California
$274K
RMDI
704
R.M. Davis Inc
Maine
$272K +$272K +2,205 New
AIM
705
Anchor Investment Management
South Carolina
$272K
OPA
706
Old Port Advisors
Maine
$268K +$371 +3 +0.1%
DCM
707
Dimension Capital Management
Florida
$268K +$1.24K +10 +0.5%
JHCP
708
Jackson Hole Capital Partners
Oklahoma
$266K
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K
EFSCE
710
Enterprise Financial Services Corp (EFSC)
Missouri
$265K
MWA
711
Moser Wealth Advisors
Washington
$265K +$57.4K +465 +28%
BWCS
712
Beirne Wealth Consulting Services
Connecticut
$262K -$15.3K -124 -6%
GD
713
Grandfield & Dodd
New York
$258K
BWP
714
Bernardo Wealth Planning
Pennsylvania
$256K -$30K -243 -10%
JIC
715
Joel Isaacson & Co
New York
$254K
OFW
716
Omnia Family Wealth
Florida
$254K
PA
717
Parallel Advisors
California
$254K +$209K +1,698 +465%
PIA
718
Pinion Investment Advisors
Kansas
$252K -$7.28K -59 -3%
WA
719
Wealth Alliance
New York
$252K +$252K +2,042 New
FA
720
FCG Advisors
New Jersey
$249K +$19.6K +159 +9%
SFG
721
Summit Financial Group
West Virginia
$248K -$15.4K -125 -6%
LA
722
Legacy Advisors
Pennsylvania
$247K -$12.8K -104 -5%
IIC
723
Ironwood Investment Counsel
Arizona
$247K
TP
724
Tranquility Partners
Tennessee
$247K +$6.31K +51 +3%
WTC
725
WhitTier Trust Company
Nevada
$247K +$22.2K +180 +10%