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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 %
TCWM
326
Total Clarity Wealth Management
Illinois
$4.48M -$3.67M -28,229 -45%
SCA
327
Snowden Capital Advisors
New York
$4.47M -$592K -4,553 -12%
BF
328
BOK Financial
Oklahoma
$4.47M +$603K +4,637 +16%
William Blair & Company
329
William Blair & Company
Illinois
$4.45M -$1.01M -7,728 -18%
COF
330
Capital One Financial
Virginia
$4.43M +$3.11M +23,918 +237%
WHG
331
Westwood Holdings Group
Texas
$4.41M +$2.25M +17,265 +104%
CWG
332
Cornerstone Wealth Group
North Carolina
$4.41M -$605K -4,601 -12%
TPWA
333
TRUE Private Wealth Advisors
Oregon
$4.39M -$253K -1,947 -5%
FNBOH
334
First National Bank of Hutchinson
Kansas
$4.33M -$12.9M -99,178 -75%
RFA
335
Reilly Financial Advisors
California
$4.3M +$494K +3,798 +13%
WCM
336
Windsor Capital Management
Arizona
$4.29M +$591K +4,547 +16%
RWM
337
Ritholtz Wealth Management
New York
$4.29M +$864K +6,643 +25%
AFS
338
Aft Forsyth & Sober
Florida
$4.27M -$2.67M -20,535 -38%
Calamos Advisors
339
Calamos Advisors
Illinois
$4.23M +$4.23M +32,500 New
WANY
340
Wealthspire Advisors (New York)
New York
$4.22M -$98.7K -759 -2%
WS
341
Wedbush Securities
California
$4.16M +$94.9K +730 +2%
IWP
342
Icon Wealth Partners
Texas
$4.14M -$7.31M -56,179 -64%
CCM
343
Crabel Capital Management
California
$4.09M -$11M -84,408 -73%
MAG
344
MRA Advisory Group
New Jersey
$4.07M -$726K -5,586 -15%
IAN
345
Integrated Advisors Network
Texas
$3.98M -$4.24M -32,595 -52%
SSWM
346
Smith Salley Wealth Management
North Carolina
$3.95M -$121K -929 -3%
FA
347
FMA Advisory
Pennsylvania
$3.86M -$55.5K -427 -1%
HIP
348
Harrell Investment Partners
Texas
$3.76M +$132K +1,016 +4%
LHC
349
Little House Capital
Massachusetts
$3.76M +$3.76M +28,933 New
SP
350
Sarasin & Partners
United Kingdom
$3.76M +$162K +1,249 +5%