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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,074 hedge funds and large institutions have $41.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 374 increasing their positions, 486 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
-77
Holders Change %
-6.69%
% of All Funds
18.91%
Holding in Top 10
108
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-36.09%
% of All Funds
1.9%
New
71
Increased
374
Reduced
486
Closed
134
Calls
$2.78B
Puts
$7.93B
Net Calls
-$5.15B
Net Calls Change
-$2.81B
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
251
Donaldson Capital Management
Indiana
$7.07M +$112K +864 +2%
NFG
252
Next Financial Group
Texas
$6.99M +$20.9K +161 +0.3%
OC
253
Oppenheimer & Co
New York
$6.98M -$7.67M -58,958 -52%
PI
254
PFS Investments
Georgia
$6.88M -$11.5M -88,254 -63%
WF
255
Williams Financial
Vermont
$6.82M -$2.77M -21,314 -29%
AWM
256
Atticus Wealth Management
Florida
$6.8M +$6.41M +49,264 +1,627%
SCP
257
Silverleafe Capital Partners
Tennessee
$6.63M +$104K +798 +2%
NC
258
NinePointTwo Capital
California
$6.57M +$595K +4,579 +10%
SIA
259
Strategic Investment Advisors
Michigan
$6.56M -$2.11M -16,212 -24%
MA
260
Mutual Advisors
Nebraska
$6.53M -$1.69M -13,027 -21%
UR
261
USCA RIA
Texas
$6.49M +$1.19M +9,182 +23%
SAMC
262
Spectrum Asset Management (California)
California
$6.42M -$3.85M -29,621 -37%
RAM
263
Riggs Asset Management
Pennsylvania
$6.4M -$4.23M -32,553 -40%
CB
264
Commerce Bank
Missouri
$6.36M +$2.01M +15,432 +46%
PA
265
PFG Advisors
Arizona
$6.32M +$138K +1,064 +2%
BAM
266
Belpointe Asset Management
Nevada
$6.31M -$1.34M -10,295 -17%
EWA
267
Exencial Wealth Advisors
Oklahoma
$6.31M +$1.07M +8,247 +20%
DE
268
Day & Ennis
Georgia
$6.29M -$170K -1,310 -3%
PFP
269
Pinnacle Financial Partners
Tennessee
$6.27M +$127K +943 +2%
FRA
270
Frank Rimerman Advisors
California
$6.27M -$1.69M -12,985 -21%
CWP
271
Corepath Wealth Partners
Arizona
$6.24M -$1.1M -8,379 -15%
NL
272
NWAM LLC
Washington
$6.19M -$3.43M -26,382 -36%
EGA
273
E&G Advisors
Texas
$6.18M -$247K -1,896 -4%
NW
274
NewEdge Wealth
Pennsylvania
$6.17M +$2.91M +22,405 +90%
FAIM
275
Financial Advocates Investment Management
Washington
$6.16M +$1.98M +15,231 +47%