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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 %
JPLA
526
Joseph P. Lucia & Associates
New York
$1.18M +$38.3K +285 +3%
DE
527
Day & Ennis
Georgia
$1.17M -$5.33M -39,660 -82%
SB
528
Strategic Blueprint
Georgia
$1.17M -$80.6K -600 -6%
UIA
529
UG Investment Advisers
Taiwan
$1.17M +$1.02M +7,600 +679%
SB
530
Sunflower Bank
Texas
$1.17M -$670K -4,983 -36%
RB
531
Renasant Bank
Mississippi
$1.17M +$113K +840 +11%
HB
532
Homrich & Berg
Georgia
$1.16M +$700K +5,208 +151%
BWP
533
Bernardo Wealth Planning
Pennsylvania
$1.15M -$6.17M -45,959 -84%
KFC
534
Klingenstein Fields & Co
New York
$1.14M
SAM
535
Strategy Asset Managers
California
$1.14M +$562K +4,180 +98%
CWM
536
Cornerstone Wealth Management
Missouri
$1.13M +$269 +2 +0%
CWM
537
Cabot Wealth Management
Massachusetts
$1.13M +$60.2K +448 +6%
SG
538
StoneX Group
New York
$1.12M +$52.4K +390 +5%
BCM
539
Bowie Capital Management
Texas
$1.11M -$940K -7,000 -46%
Legal & General Group
540
Legal & General Group
United Kingdom
$1.11M -$9.46M -70,432 -90%
CIP
541
Capital Insight Partners
Arizona
$1.11M -$1.12M -8,351 -50%
BAAM
542
Baker Avenue Asset Management
California
$1.1M +$668K +4,968 +156%
SLF
543
Sun Life Financial
Ontario, Canada
$1.08M
MWA
544
Moser Wealth Advisors
Washington
$1.07M +$191K +1,425 +22%
FEM
545
Fulcrum Equity Management
Texas
$1.06M -$441K -3,280 -29%
LSPW
546
Lake Street Private Wealth
Illinois
$1.06M -$626K -4,671 -37%
AAA
547
Adams Asset Advisors
Texas
$1.06M -$122K -909 -10%
PPSG
548
Princeton Portfolio Strategies Group
New Jersey
$1.04M -$36.8K -274 -3%
OBWG
549
Onyx Bridge Wealth Group
New York
$1.04M +$217K +1,607 +26%
TSS
550
Two Sigma Securities
New York
$1.04M +$1.04M +7,734 New