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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 %
JPLA
576
Joseph P. Lucia & Associates
New York
$914K -$191K -1,439 -17%
HI
577
Harbour Investments
Wisconsin
$910K -$1.66M -12,547 -65%
APWA
578
Atlas Private Wealth Advisors
New Jersey
$901K -$1.59K -12 -0.2%
EWM
579
Evercore Wealth Management
New York
$894K +$99.3K +749 +12%
SWRP
580
Summit Wealth & Retirement Planning
California
$889K -$34.9K -263 -4%
CAM
581
Cidel Asset Management
Ontario, Canada
$885K -$888K -6,676 Closed
Neuberger Berman Group
582
Neuberger Berman Group
New York
$885K -$1.06K -8 -0.1%
TF
583
Tompkins Financial
New York
$883K +$883K +6,661 New
RA
584
RFG Advisory
Alabama
$877K +$522K +3,938 +147%
KWA
585
Kellett Wealth Advisors
Ohio
$864K +$864K +6,520 New
IBOK
586
Independence Bank of Kentucky
Kentucky
$860K +$19.5K +147 +2%
WDC
587
Woodward Diversified Capital
California
$858K +$147K +1,108 +21%
LWAC
588
Laurel Wealth Advisors (California)
California
$858K +$173K +1,308 +25%
CAAS
589
Capital Asset Advisory Services
Michigan
$852K -$368K -2,781 -30%
FT
590
Fiduciary Trust
Massachusetts
$849K -$535K -4,035 -39%
HKIMG
591
Hutchens & Kramer Investment Management Group
Indiana
$848K +$848K +7,074 New
MAP
592
Milestone Advisory Partners
North Carolina
$846K
PFA
593
Pinnacle Family Advisors
Missouri
$840K -$100K -757 -11%
PWW
594
Pettyjohn Wood & White
Virginia
$835K -$26.5K -200 -3%
GVAG
595
Great Valley Advisor Group
Delaware
$830K -$12.5K -94 -1%
BS
596
Boenning & Scattergood
Pennsylvania
$824K +$10.3K +78 +1%
NWMG
597
National Wealth Management Group
Ohio
$823K +$823K +6,212 New
IAIM
598
Industrial Alliance Investment Management
Quebec, Canada
$821K +$821K +6,200 New
WIA
599
World Investment Advisors
California
$818K +$1.74K +14 +0.2%
KF
600
Krilogy Financial
Missouri
$817K -$5.96K -45 -0.7%