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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 %
MWM
776
Mascoma Wealth Management
New Hampshire
-$62K -525 Closed
FCAG
777
First Capital Advisors Group
New Jersey
-$53K -455 Closed
HDIM
778
Hanson & Doremus Investment Management
Vermont
-$46K -391 Closed
TI
779
Truepoint Inc
Ohio
-$2.95K -346 Closed
SP
780
SWS Partners
Ohio
-$36K -306 Closed
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$35K -295 Closed
PS
782
Portfolio Solutions
Michigan
-$33K -281 Closed
PWM
783
Perigon Wealth Management
California
-$23K -193 Closed
SFSIG
784
San Francisco Sentry Investment Group
California
-$19K -163 Closed
CS
785
Credential Securities
-$11.7K -100 Closed
WDL
786
Well Done LLC
Michigan
-$7K -60 Closed
RIA
787
RPG Investment Advisory
California
-$7K -57 Closed
WCM
788
Whitener Capital Management
North Carolina
-$6K -54 Closed
THWM
789
Taylor Hoffman Wealth Management
Virginia
-$6K -49 Closed
RFA
790
Reilly Financial Advisors
California
-$4K -38 Closed
CBT
791
Central Bank & Trust
Kentucky
-$4K -37 Closed
BCA
792
Bray Capital Advisors
Florida
-$4K -35 Closed
AWMS
793
Advocacy Wealth Management Services
Georgia
-$4K -32 Closed
RWA
794
Ropes Wealth Advisors
Massachusetts
-$3K -24 Closed
HWM
795
Holloway Wealth Management
Florida
-$5K