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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 %
DWM
376
Dakota Wealth Management
Florida
$3.34M +$21.2K +163 +0.6%
BHWM
377
Bay Harbor Wealth Management
Maryland
$3.32M -$3.64M -28,013 -52%
BWM
378
Birchcreek Wealth Management
Ohio
$3.3M +$159K +1,220 +5%
UB
379
UMB Bank
Missouri
$3.28M +$43.1K +331 +1%
NEAM
380
New England Asset Management
Connecticut
$3.25M
EWA
381
ERTS Wealth Advisors
Michigan
$3.23M -$545K -4,191 -14%
SWA
382
Sutton Wealth Advisors
Florida
$3.22M +$179K +1,374 +6%
ECM
383
Exchange Capital Management
Michigan
$3.21M +$492K +3,783 +18%
RWP
384
RWA Wealth Partners
Massachusetts
$3.19M -$20.9K -161 -0.7%
EAMA
385
EFG Asset Management (Americas)
Florida
$3.19M +$790K +6,075 +33%
Asset Management One
386
Asset Management One
Japan
$3.17M -$57.5M -442,180 -95%
RJT
387
Raymond James Trust
Florida
$3.17M -$80.8K -621 -2%
EVM
388
Eaton Vance Management
Massachusetts
$3.13M -$175K -1,342 -5%
MFG
389
Menard Financial Group
Texas
$3.08M +$301K +2,316 +11%
SMG
390
Spectrum Management Group
Indiana
$3.05M -$5.97M -45,938 -66%
RC
391
Roundview Capital
New Jersey
$2.97M -$2.4M -18,480 -45%
NFP
392
Novak Financial Planning
Maryland
$2.96M -$6.24K -48 -0.2%
CRWM
393
Castle Rock Wealth Management
California
$2.94M +$249K +1,894 +9%
SFS
394
Sowell Financial Services
Arkansas
$2.93M -$1.7M -12,879 -37%
AIC
395
Archer Investment Corporation
Indiana
$2.92M +$739K +5,621 +34%
BUB
396
BBVA USA Bancshares
Texas
$2.87M +$1.13M +8,714 +65%
Vontobel Holding
397
Vontobel Holding
Switzerland
$2.86M +$633K +4,865 +28%
CI
398
Conning Inc
Connecticut
$2.84M -$6.61M -50,816 -70%
BOTW
399
Bank of the West
California
$2.82M -$106K -818 -4%
UBV
400
United Bank (Virginia)
Virginia
$2.78M -$42.3K -325 -1%