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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,054 hedge funds and large institutions have $95.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 373 increasing their positions, 435 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
-20
Holders Change %
-1.86%
% of All Funds
18.4%
Holding in Top 10
87
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.44%
% of All Funds
1.52%
New
95
Increased
373
Reduced
435
Closed
101
Calls
$3.06B
Puts
$6.34B
Net Calls
-$3.28B
Net Calls Change
+$1.86B
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
251
E&G Advisors
Texas
$6.26M -$6.18M -47,509 Closed
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$6.22M +$2.73M +20,328 +78%
SWM
253
Spire Wealth Management
Virginia
$6.2M -$6.3M -46,787 -50%
WCM
254
Wunderlich Capital Managemnt
Tennessee
$6.05M +$765K +6,635 +14%
A
255
AdvicePeriod
California
$6.05M -$262K -1,949 -4%
PPFA
256
Provida Pension Fund Administrator
Chile
$6.04M
TCM
257
Traynor Capital Management
Pennsylvania
$5.95M +$281K +2,092 +5%
MAFM
258
Mid Atlantic Financial Management
Pennsylvania
$5.95M -$1.5M -11,138 -20%
FIM
259
Freedom Investment Management
Connecticut
$5.91M -$263K -1,955 -4%
RMC
260
Resources Management Corp
Connecticut
$5.91M +$5.91M +43,991 New
COF
261
Capital One Financial
Virginia
$5.9M +$1.33M +9,917 +29%
RAM
262
Riggs Asset Management
Pennsylvania
$5.87M -$742K -5,521 -11%
MPW
263
MA Private Wealth
California
$5.87M +$39.2K +292 +0.7%
RA
264
RFG Advisory
Alabama
$5.84M +$253K +1,883 +5%
CI
265
CX Institutional
Indiana
$5.82M -$1.69M -12,581 -23%
WANY
266
Wealthspire Advisors (New York)
New York
$5.78M +$1.42M +10,565 +33%
Wellington Management Group
267
Wellington Management Group
Massachusetts
$5.75M -$2.82M -21,000 -33%
PMAS
268
PNC Managed Account Solutions
Texas
$5.71M +$5.71M +42,470 New
PA
269
PFG Advisors
Arizona
$5.7M -$828K -6,162 -13%
AWM
270
Avior Wealth Management
Nebraska
$5.69M -$510K -3,779 -8%
MSAM
271
Moloney Securities Asset Management
Missouri
$5.67M +$272K +2,022 +5%
SEI Investments
272
SEI Investments
Pennsylvania
$5.64M +$760K +5,653 +16%
KC
273
Kepos Capital
New York
$5.63M +$900K +6,700 +19%
PFGIA
274
Patriot Financial Group Insurance Agency
Massachusetts
$5.58M +$5.33M +39,682 +2,120%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$5.55M