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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
301
UMB Bank
Missouri
$4.17M +$59.5K +447 +1%
AFIMH
302
American Family Insurance Mutual Holding
Wisconsin
$4.15M -$415M -3,118,400 -99%
LAM
303
LifePro Asset Management
California
$4.06M -$47.8K -359 -1%
FA
304
Forefront Analytics
Pennsylvania
$4.06M +$68.6K +515 +2%
ClearBridge Investments
305
ClearBridge Investments
New York
$3.99M +$115K +868 +3%
HNW
306
High Note Wealth
Minnesota
$3.98M +$270K +2,024 +7%
IAN
307
Integrated Advisors Network
Texas
$3.97M -$496K -3,730 -11%
CNB
308
Camden National Bank
Maine
$3.93M +$155K +1,162 +4%
NL
309
NWAM LLC
Washington
$3.82M +$135K +1,016 +4%
AT
310
Arden Trust
Delaware
$3.81M +$48.2K +362 +1%
GSWM
311
Golden State Wealth Management
California
$3.8M +$206K +1,549 +6%
BRWA
312
B. Riley Wealth Advisors
Florida
$3.79M -$675K -5,075 -15%
TPWA
313
TRUE Private Wealth Advisors
Oregon
$3.76M +$15.4K +116 +0.4%
William Blair & Company
314
William Blair & Company
Illinois
$3.76M -$197K -1,481 -5%
CWG
315
Cornerstone Wealth Group
North Carolina
$3.75M +$40.2K +302 +1%
NFG
316
Next Financial Group
Texas
$3.7M -$742K -5,578 -17%
ACM
317
AlphaStar Capital Management
North Carolina
$3.68M +$2.03M +15,319 +123%
OFG
318
Omega Financial Group
California
$3.68M +$38.4K +289 +1%
Fidelity Investments
319
Fidelity Investments
Massachusetts
$3.67M -$98.5M -740,310 -96%
OC
320
Oppenheimer & Co
New York
$3.67M +$148K +1,116 +4%
KWMG
321
King Wealth Management Group
Florida
$3.66M +$80.6K +606 +2%
G
322
GenTrust
Florida
$3.65M -$61.3K -461 -2%
SP
323
Sarasin & Partners
United Kingdom
$3.63M +$143K +1,075 +4%
AIC
324
Archer Investment Corporation
Indiana
$3.61M +$173K +1,301 +5%
CHC
325
City Holding Co
West Virginia
$3.57M +$436K +3,275 +14%