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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 %
CFG
401
Citizens Financial Group
Rhode Island
$2.78M -$130 -1 -0%
SWA
402
Sax Wealth Advisors
New Jersey
$2.77M +$683K +5,255 +33%
CCA
403
Cobblestone Capital Advisors
New York
$2.75M -$1.2M -9,235 -30%
Kovitz Investment Group Partners
404
Kovitz Investment Group Partners
Illinois
$2.74M -$317K -2,440 -10%
FFN
405
Focus Financial Network
Minnesota
$2.71M +$2.71M +20,875 New
PAM
406
Peak Asset Management
Colorado
$2.71M +$611K +4,694 +29%
WPC
407
White Pine Capital
Minnesota
$2.66M +$169K +1,300 +7%
AWA
408
Arete Wealth Advisors
Illinois
$2.65M +$949K +7,282 +56%
NSB
409
Norway Savings Bank
Maine
$2.65M -$203K -1,560 -7%
IFO
410
Independent Family Office
New York
$2.64M
CHC
411
City Holding Co
West Virginia
$2.63M +$31.7K +244 +1%
MCIA
412
Mountain Capital Investment Advisors
Colorado
$2.62M -$4.95M -37,696 -65%
MWM
413
McNaughton Wealth Management
California
$2.59M +$150K +1,155 +6%
CL
414
CPWM LLC
Washington
$2.57M +$23.5K +181 +0.9%
PWM
415
Perigon Wealth Management
California
$2.57M -$722K -5,555 -22%
WEPOG
416
Wealth Enhancement & Preservation of GA
Georgia
$2.56M +$167K +1,271 +7%
Bank Julius Baer & Co
417
Bank Julius Baer & Co
Switzerland
$2.54M -$4.99M -38,401 -66%
GEA
418
Glen Eagle Advisors
New Jersey
$2.53M -$15.7K -121 -0.6%
CW
419
CreativeOne Wealth
Kansas
$2.52M +$1.78M +13,689 +239%
HHRDM
420
H&H Retirement Design & Management
Nevada
$2.52M +$2.52M +19,178 New
MAG
421
Mokosak Advisory Group
Iowa
$2.51M +$341K +2,624 +16%
LA
422
LexAurum Advisors
Kansas
$2.5M +$163K +1,251 +7%
Northern Trust
423
Northern Trust
Illinois
$2.5M -$93.4K -71,795 -4%
IIA
424
IPG Investment Advisors
California
$2.47M +$48.4K +372 +2%
4WM
425
4J Wealth Management
Virginia
$2.47M -$37.7K -290 -2%