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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,054 hedge funds and large institutions have $95.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 373 increasing their positions, 435 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
-20
Holders Change %
-1.86%
% of All Funds
18.4%
Holding in Top 10
87
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.44%
% of All Funds
1.52%
New
95
Increased
373
Reduced
435
Closed
101
Calls
$3.06B
Puts
$6.34B
Net Calls
-$3.28B
Net Calls Change
+$1.86B
Name Holding Trade Value Shares
Change
Shares
Change %
CHAM
451
Clear Harbor Asset Management
Connecticut
$1.84M +$123K +913 +7%
IIM
452
Ipswich Investment Management
Massachusetts
$1.83M
WFA
453
Wells Financial Advisors
Massachusetts
$1.82M -$118K -878 -6%
CAC
454
Certified Advisory Corp
Florida
$1.8M +$179K +1,331 +11%
JIP
455
Jaffetilchin Investment Partners
Florida
$1.8M +$1.28M +9,343 +248%
Janus Henderson Group
456
Janus Henderson Group
United Kingdom
$1.78M +$853K +6,351 +92%
PP
457
Professional Planning
California
$1.76M -$85.3K -635 -5%
OAM
458
Occidental Asset Management
California
$1.76M +$393K +2,926 +29%
MWM
459
Minot Wealth Management
Massachusetts
$1.75M -$615K -4,580 -26%
NAM
460
Nationwide Asset Management
Ohio
$1.75M +$370K +2,760 +27%
CS
461
Capital Square
Tennessee
$1.75M +$1.75M +12,909 New
IAIM
462
International Assets Investment Management
Florida
$1.75M -$3.12M -23,199 -64%
BI
463
Ballast Inc
Kentucky
$1.71M +$196K +1,459 +13%
PCIA
464
Prime Capital Investment Advisors
Kansas
$1.7M +$667K +4,965 +64%
HIC
465
Holderness Investments Company
North Carolina
$1.69M +$164K +1,222 +11%
CRWM
466
Castle Rock Wealth Management
California
$1.69M -$1.3M -9,717 -44%
NCM
467
Neumann Capital Management
California
$1.69M -$44.7K -333 -3%
ACM
468
AlphaStar Capital Management
North Carolina
$1.68M +$219K +1,630 +15%
RWG
469
Regal Wealth Group
California
$1.67M -$9.44M -70,214 -85%
JCM
470
Jacobi Capital Management
Pennsylvania
$1.66M +$103K +765 +7%
FNBT
471
FineMark National Bank & Trust
Florida
$1.65M +$76.9K +572 +5%
EDRH
472
Edmond de Rothschild Holding
Switzerland
$1.63M -$281K -2,092 -15%
CW
473
CreativeOne Wealth
Kansas
$1.62M -$986K -7,336 -38%
Legacy Financial Group (Iowa)
474
Legacy Financial Group (Iowa)
Iowa
$1.61M +$1.61M +12,007 New
FT
475
Fiduciary Trust
Massachusetts
$1.6M +$969K +7,217 +154%