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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 %
AWE
1026
Avidian Wealth Enterprises
Texas
-$250K -1,956 Closed
DPI
1027
Diversified Portfolios Inc
Michigan
-$242K -1,891 Closed
BWM
1028
Brickley Wealth Management
California
-$230K -1,798 Closed
CWP
1029
Capital Wealth Planning
Florida
-$230K -1,795 Closed
EAM
1030
Evanson Asset Management
California
-$227K -1,777 Closed
BFM
1031
Boston Financial Management
Massachusetts
-$227K -1,775 Closed
NFG
1032
NewFocus Financial Group
Washington
-$226K -1,764 Closed
TAM
1033
Todd Asset Management
Kentucky
-$220K -1,724 Closed
TC
1034
TownSquare Capital
Utah
-$220K -1,718 Closed
EDRIA
1035
Edmonds Duncan Registered Investment Advisors
Kansas
-$211K -1,648 Closed
EE
1036
EWG Elevate
California
-$208K -1,629 Closed
AC
1037
Abbrea Capital
California
-$203K -1,590 Closed
SIC
1038
Samalin Investment Counsel
New York
-$202K -1,583 Closed
KFGK
1039
Keystone Financial Group (Kentucky)
Kentucky
-$202K -1,578 Closed
FPS
1040
Fieldpoint Private Securities
Connecticut
-$127K -995 Closed
ACM
1041
Allred Capital Management
Texas
-$91.2K -713 Closed
OAM
1042
Oppenheimer Asset Management
New York
-$67K -523 Closed
PCA
1043
Peddock Capital Advisors
Massachusetts
-$65K -505 Closed
IFWM
1044
Institute for Wealth Management
Colorado
-$58K -456 Closed
CWA
1045
Carolina Wealth Advisors
South Carolina
-$45K -350 Closed
PCG
1046
Private Capital Group
Connecticut
-$41K -326 Closed
SCA
1047
Stuart Chaussee & Associates
California
-$32K -248 Closed
SFA
1048
Stewardship Financial Advisors
Georgia
-$31K -246 Closed
LWA
1049
LWS Wealth Advisors
New Jersey
-$30K -233 Closed
CDIA
1050
Capital Directions Investment Advisors
Georgia
-$28K -216 Closed