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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,129 hedge funds and large institutions have $35.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 384 increasing their positions, 381 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+94
Holders Change %
+9.08%
% of All Funds
17.44%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.28%
New
211
Increased
384
Reduced
381
Closed
94
Calls
$1.45B
Puts
$4.82B
Net Calls
-$3.36B
Net Calls Change
-$776M
Name Holding Trade Value Shares
Change
Shares
Change %
CMI
501
Clare Market Investments
Texas
$1.35M +$634K +4,783 +88%
OIA
502
OneDigital Investment Advisors
Kansas
$1.35M -$56K -423 -4%
PTC
503
Petrus Trust Company
Texas
$1.33M
JAG
504
Journey Advisory Group
Kentucky
$1.33M -$172K -1,296 -11%
PCM
505
Parsons Capital Management
Rhode Island
$1.32M -$2.52K -19 -0.2%
Legacy Financial Group (Iowa)
506
Legacy Financial Group (Iowa)
Iowa
$1.32M -$353K -2,708 -21%
AWM
507
Apollon Wealth Management
South Carolina
$1.32M +$1.32M +9,831 New
RFO
508
RiverGlades Family Offices
Florida
$1.32M -$59.6K -450 -4%
MCC
509
Money Concepts Capital
Florida
$1.32M +$1.32M +9,932 New
GC
510
Grace Capital
Massachusetts
$1.31M -$381K -2,872 -22%
KPWS
511
Kestra Private Wealth Services
Texas
$1.31M -$31.8K -240 -2%
WT
512
Whittier Trust
California
$1.3M
RB
513
Renasant Bank
Mississippi
$1.29M +$35.1K +265 +3%
PAS
514
Park Avenue Securities
New York
$1.29M -$77.1K -582 -6%
FTUS
515
Flow Traders U.S.
New York
$1.29M +$1.29M +9,735 New
PAG
516
Private Advisory Group
Washington
$1.28M +$361K +2,725 +39%
FFC
517
Fure Financial Corporation
Minnesota
$1.27M +$1.27M +9,581 New
LFAS
518
Level Four Advisory Services
Texas
$1.27M +$915K +6,906 +262%
APP
519
Avantax Planning Partners
Iowa
$1.26M -$4.11K -31 -0.3%
EAM
520
Eukles Asset Management
Ohio
$1.25M -$51.3K -387 -4%
PWP
521
Perfromance Wealth Partners
Illinois
$1.25M +$1.25M +9,444 New
CWM
522
Cabot Wealth Management
Massachusetts
$1.23M +$48.8K +368 +4%
T
523
TNF
Montana
$1.23M -$25.3K -196 -2%
GWA
524
GGM Wealth Advisors
Maryland
$1.23M +$1.23M +9,428 New
CW
525
CreativeOne Wealth
Kansas
$1.22M -$284K -2,141 -19%