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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 %
KC
726
Knuff & Co
California
$247K +$247K +2,000 New
LWM
727
Liberty Wealth Management
California
$246K -$237K -1,921 -49%
IA
728
IFG Advisory
Georgia
$246K -$92.3K -749 -27%
JPLA
729
Joseph P. Lucia & Associates
New York
$244K +$20.5K +166 +9%
SS
730
Sunbelt Securities
Texas
$242K -$91.9K -745 -28%
WAM
731
Weatherly Asset Management
California
$242K
TFO
732
Tarbox Family Office
California
$242K +$242K +1,956 New
NGA
733
Naples Global Advisors
Florida
$240K -$13.6K -110 -5%
T
734
TrueFG
Texas
$240K -$2.1K -17 -0.9%
MWM
735
Mission Wealth Management
California
$239K -$206K -1,666 -46%
AFP
736
Ausdal Financial Partners
Iowa
$238K -$59.9K -461 -20%
BPCE
737
Bank Pictet & Cie (Europe)
Germany
$236K
BFA
738
Beaumont Financial Advisors
Massachusetts
$232K +$123 +1 +0.1%
SBSB
739
Sullivan, Bruyette, Speros & Blaney
Virginia
$230K -$15.7K -127 -6%
JCM
740
Jag Capital Management
Missouri
$229K -$215K -1,735 -48%
HIM
741
Hillsdale Investment Management
Ontario, Canada
$224K -$35.9K -290 -14%
CFS
742
CRA Financial Services
New Jersey
$222K
PJB
743
Paul John Balson
California
$221K +$221K +1,789 New
LTI
744
Laffer Tengler Investments
Tennessee
$220K -$5.43K -44 -2%
TC
745
Tarsadia Capital
New York
$216K +$216K +1,749 New
BSAM
746
Blue Sky Asset Management
Colorado
$215K -$292K -2,366 -58%
NCM
747
Narwhal Capital Management
Georgia
$215K -$21.1K -171 -9%
CB
748
Community Bank
New York
$215K
EB
749
Eastern Bank
Massachusetts
$212K -$80.8K -654 -28%
DWM
750
Doyle Wealth Management
Florida
$212K -$33.1K -268 -14%