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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 %
KFS
451
Kaizen Financial Strategies
California
$1.7M +$1.7M +12,762 New
OAM
452
Occidental Asset Management
California
$1.67M -$70K -526 -4%
ARC
453
Advisor Resource Council
Texas
$1.67M +$82.1K +617 +5%
MWM
454
Minot Wealth Management
Massachusetts
$1.66M -$74.5K -560 -4%
BAAM
455
Baker Avenue Asset Management
California
$1.66M +$572K +4,301 +53%
SW
456
SteelPeak Wealth
California
$1.63M -$1.06M -7,948 -39%
FNBT
457
FineMark National Bank & Trust
Florida
$1.63M -$5.32K -40 -0.3%
CF
458
Centaurus Financial
California
$1.6M +$83.7K +629 +6%
BWA
459
BDO Wealth Advisors
Florida
$1.6M +$24.2K +182 +2%
CRWM
460
Castle Rock Wealth Management
California
$1.59M -$110K -815 -6%
PMAM
461
Picton Mahoney Asset Management
Ontario, Canada
$1.58M -$305K -2,290 -16%
RWG
462
Regal Wealth Group
California
$1.58M -$68K -511 -4%
MPPLM
463
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M -$741K -5,581 -32%
PIM
464
Penobscot Investment Management
Massachusetts
$1.58M -$246K -1,850 -14%
B
465
Bellecapital
Switzerland
$1.54M
FHA
466
First Horizon Advisors
Tennessee
$1.54M -$14.4M -108,300 -90%
LNB
467
Ledyard National Bank
$1.54M -$3.33K -25 -0.2%
EL
468
EQ LLC
Washington
$1.54M +$16.5K +124 +1%
SCG
469
Sonata Capital Group
Washington
$1.53M +$71.2K +535 +5%
CW
470
CreativeOne Wealth
Kansas
$1.51M -$91.7K -689 -6%
PP
471
Professional Planning
California
$1.51M -$231K -1,736 -13%
JAG
472
Journey Advisory Group
Kentucky
$1.51M -$18.9K -142 -1%
AF
473
Advisornet Financial
Minnesota
$1.51M -$433K -3,255 -22%
DWA
474
Dorsey Wright & Associates
California
$1.5M -$23.3K -175 -2%
PFS
475
Prospera Financial Services
Texas
$1.5M -$36.6K -275 -2%