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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 %
BCA
751
Bernzott Capital Advisors
California
$212K -$29.6K -240 -12%
DZ Bank
752
DZ Bank
Germany
$211K -$161K -1,300 -43%
WTB
753
Washington Trust Bank
Washington
$210K +$210K +1,700 New
CL
754
Choreo LLC
Illinois
$209K -$127K -1,034 -38%
MAM
755
Marquette Asset Management
Minnesota
$208K -$21.8K -176 -9%
IFG
756
Investors Financial Group
Minnesota
$208K
BOPW
757
Brandywine Oak Private Wealth
Pennsylvania
$207K +$207K +1,684 New
CWA
758
Clarus Wealth Advisors
Arizona
$207K +$207K +1,713 New
Mercer Global Advisors
759
Mercer Global Advisors
Colorado
$206K -$150K -1,215 -42%
PG
760
Prostatis Group
Maryland
$205K -$1.12M -9,067 -85%
CCM
761
Covington Capital Management
California
$203K +$1.24K +10 +0.6%
CA
762
Clearstead Advisors
Ohio
$203K +$203K +1,641 New
SCM
763
Smith Capital Management
Arkansas
$201K +$201K +1,625 New
TWP
764
TFO Wealth Partners
Ohio
$199K -$225K -1,826 -53%
HPC
765
HM Payson & Co
Maine
$193K -$38.6K -312 -17%
FGAM
766
Financial Gravity Asset Management
Texas
$187K -$340K -2,831 -64%
WAM
767
Wolverine Asset Management
Illinois
$185K +$185K +1,500 New
AAM
768
Advisors Asset Management
Colorado
$176K +$106K +862 +152%
AC
769
AlphaCore Capital
California
$168K
JWA
770
JFS Wealth Advisors
Pennsylvania
$168K +$168K +1,360 New
MRC
771
Millburn Ridgefield Corp
New York
$165K -$528K -4,271 -76%
MPCG
772
Matrix Private Capital Group
New York
$164K -$3.33K -27 -2%
Kayne Anderson Rudnick Investment Management
773
Kayne Anderson Rudnick Investment Management
California
$161K +$616 +5 +0.4%
CTC
774
Central Trust Company
Missouri
$157K
BA
775
Ballast Advisors
Minnesota
$156K +$3.57K +29 +2%