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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,151 hedge funds and large institutions have $51.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 448 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+109
Holders Change %
+10.46%
% of All Funds
20.42%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3%
New
211
Increased
448
Reduced
337
Closed
81
Calls
$3.97B
Puts
$6.31B
Net Calls
-$2.34B
Net Calls Change
+$2.78B
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
276
Integrated Advisors Network
Texas
$8.73M +$421K +3,048 +5%
MA
277
Mutual Advisors
Nebraska
$8.73M +$5M +36,173 +134%
TCWM
278
Total Clarity Wealth Management
Illinois
$8.66M -$47.4K -343 -0.5%
MMA
279
Miracle Mile Advisors
California
$8.64M +$905K +6,550 +12%
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$8.59M +$253K +1,835 +3%
GVAG
281
Great Valley Advisor Group
Delaware
$8.5M +$8.01M +57,962 +1,634%
FRA
282
Frank Rimerman Advisors
California
$8.45M +$8.45M +61,171 New
FIG
283
FundX Investment Group
California
$8.44M -$9.54M -69,070 -53%
SW
284
SVB Wealth
Massachusetts
$8.32M -$3.04K -22 -0%
CAM
285
Concorde Asset Management
Michigan
$8.29M +$216K +1,564 +3%
V
286
Veritable
Delaware
$8.25M -$245K -1,772 -3%
BAM
287
Belpointe Asset Management
Nevada
$8.13M +$5.1M +36,930 +169%
GM
288
GeoWealth Management
Illinois
$8.1M -$448K -3,243 -5%
SFFS
289
Stonehage Fleming Financial Services
Jersey
$8.09M +$4.59M +33,238 +131%
Bank Julius Baer & Co
290
Bank Julius Baer & Co
Switzerland
$8M +$5.88M +42,600 +278%
CIAS
291
CFS Investment Advisory Services
New Jersey
$7.96M +$7.96M +57,616 New
SWP
292
Stratos Wealth Partners
Ohio
$7.9M +$96K +695 +1%
MCIA
293
Mountain Capital Investment Advisors
Colorado
$7.8M -$201K -1,484 -3%
CWP
294
Corepath Wealth Partners
Arizona
$7.79M +$7.79M +56,083 New
CCG
295
Cypress Capital Group
Florida
$7.68M +$1.41M +10,230 +23%
BWP
296
Bernardo Wealth Planning
Pennsylvania
$7.62M -$35.6K -258 -0.5%
OWA
297
Outlook Wealth Advisors
Texas
$7.51M +$461K +3,334 +7%
DSAM
298
Dock Street Asset Management
Florida
$7.45M +$7.45M +53,962 New
NFG
299
Next Financial Group
Texas
$7.41M -$3.05M -22,056 -29%
BHWM
300
Bay Harbor Wealth Management
Maryland
$7.4M +$769K +5,566 +12%