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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 %
LW
576
Linscomb Wealth
Texas
$816K +$1.2K +9 +0.1%
GRP
577
Global Retirement Partners
California
$809K +$93.8K +705 +13%
DFG
578
Demars Financial Group
Washington
$804K +$250K +1,882 +45%
PP
579
Prosperity Planning
Missouri
$799K -$797K
EWM
580
Evercore Wealth Management
New York
$797K -$106K -797 -12%
SBL
581
Sargent Bickham Lagudis
Colorado
$797K +$173K +1,301 +28%
DSAM
582
Dock Street Asset Management
Florida
$796K -$37.3K -280 -4%
AA
583
ACT Advisors
North Carolina
$791K +$25.2K +189 +3%
HCA
584
Harbour Capital Advisors
Virginia
$788K +$33.5K +252 +4%
RCAG
585
Rehmann Capital Advisory Group
Michigan
$788K -$33.1K -249 -4%
CCA
586
Catalyst Capital Advisors
New York
$785K
TCM
587
Teza Capital Management
Illinois
$785K
OPS
588
Orion Portfolio Solutions
Nebraska
$776K +$330K +2,482 +74%
RSWM
589
Robertson Stephens Wealth Management
California
$766K -$1.7M -12,793 -69%
BAM
590
Blueshift Asset Management
New Jersey
$766K +$766K +5,759 New
NAMM
591
NorthStar Asset Management (Massachusetts)
Massachusetts
$759K
CAG
592
Crestwood Advisors Group
Massachusetts
$757K
HT
593
Heritage Trust
Oklahoma
$756K +$59.6K +448 +9%
SSCA
594
South Shore Capital Advisors
Massachusetts
$751K +$751K +5,648 New
GIP
595
Greatmark Investment Partners
Georgia
$750K -$26.6K -200 -3%
CCM
596
Canal Capital Management
Virginia
$750K -$7.85K -59 -1%
LSPW
597
Lake Street Private Wealth
Illinois
$749K -$307K -2,310 -29%
GWM
598
Greenwich Wealth Management
Connecticut
$741K -$19.1K -144 -3%
1SB
599
1ST Source Bank
Indiana
$741K +$2.8K +21 +0.4%
NEWAS
600
N.E.W. Advisory Services
Wisconsin
$740K -$90.7K -682 -11%