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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 %
NCP
201
NexWave Capital Partners
New York
$8.25M
TA
202
Tiedemann Advisors
New York
$8.25M +$8.25M +66,800 New
Sumitomo Mitsui Trust Group
203
Sumitomo Mitsui Trust Group
Japan
$8.25M +$8.25M +66,950 New
IFS
204
Ifrah Financial Services
Arkansas
$8.12M +$201K +1,624 +3%
Creative Planning
205
Creative Planning
Kansas
$7.98M -$796K -6,443 -9%
CIM
206
Confluence Investment Management
Missouri
$7.9M +$7.35M +59,488 +1,337%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$7.82M +$504K +4,079 +7%
AC
208
Alexandria Capital
Virginia
$7.73M -$1.99M -16,105 -20%
BAC
209
Boys Arnold & Co
North Carolina
$7.66M +$468K +3,790 +7%
FFC
210
Fure Financial Corporation
Minnesota
$7.62M +$2.16M +17,473 +39%
Neuberger Berman Group
211
Neuberger Berman Group
New York
$7.61M +$3.91M +31,673 +106%
HHRDM
212
H&H Retirement Design & Management
Nevada
$7.54M +$7.54M +61,077 New
VCM
213
Vision Capital Management
Oregon
$7.41M -$418K -3,387 -5%
SA
214
Stewardship Advisors
Pennsylvania
$7.35M +$7.35M +59,493 New
WANY
215
Wealthspire Advisors (New York)
New York
$7.28M +$4.38M +35,492 +151%
IA
216
IFP Advisors
Florida
$7.2M -$1.32M -10,758 -15%
VWM
217
Venturi Wealth Management
Texas
$7.09M -$27.1M -219,400 -79%
A
218
AdvicePeriod
California
$7.08M -$465K -3,765 -6%
PI
219
PFS Investments
Georgia
$7.05M +$4.57M +37,038 +185%
BHWM
220
Bar Harbor Wealth Management
New Hampshire
$6.93M +$464K +3,753 +7%
TIA
221
Traphagen Investment Advisors
New Jersey
$6.93M -$3.89M -31,494 -36%
KWM
222
Kingsview Wealth Management
Oregon
$6.86M +$453K +3,671 +7%
RWG
223
Regal Wealth Group
California
$6.58M -$2.66M -21,505 -29%
BEC
224
Blue Edge Capital
Virginia
$6.56M +$6.56M +53,140 New
CIA
225
Capital Investment Advisors
Georgia
$6.55M -$294K -2,377 -4%