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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,074 hedge funds and large institutions have $41.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 374 increasing their positions, 486 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
-77
Holders Change %
-6.69%
% of All Funds
18.91%
Holding in Top 10
108
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-36.09%
% of All Funds
1.9%
New
71
Increased
374
Reduced
486
Closed
134
Calls
$2.78B
Puts
$7.93B
Net Calls
-$5.15B
Net Calls Change
-$2.81B
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
601
Rehmann Capital Advisory Group
Michigan
$926K -$207K -1,590 -18%
CCT
602
Country Club Trust
Missouri
$915K -$78.5K -605 -8%
LTI
603
Laffer Tengler Investments
Tennessee
$915K +$32.4K +249 +4%
SWRP
604
Summit Wealth & Retirement Planning
California
$906K +$79K +607 +10%
PA
605
Pinnacle Associates
New York
$903K +$260 +2 +0%
EWA
606
EP Wealth Advisors
California
$902K +$492K +3,782 +120%
Janus Henderson Group
607
Janus Henderson Group
United Kingdom
$899K +$199K +1,529 +28%
BA
608
Ballew Advisors
Mississippi
$898K +$420K +3,217 +88%
OCM
609
Orser Capital Management
Texas
$897K +$485K +3,730 +118%
PFA
610
Pinnacle Family Advisors
Missouri
$892K +$350K +2,689 +64%
KCA
611
Karn Couzens & Associates
Connecticut
$891K
EWM
612
Evercore Wealth Management
New York
$886K -$28K -215 -3%
FANJ
613
Financial Architects (New Jersey)
New Jersey
$879K -$271K -2,080 -24%
TFA
614
Teamwork Financial Advisors
Texas
$878K -$682K -5,246 -44%
LA
615
LVW Advisors
New York
$874K +$532K +4,094 +156%
FNC
616
First National Corp
Massachusetts
$859K -$1.23M -9,420 -59%
CFS
617
Cannon Financial Strategists
Georgia
$858K +$46.3K +356 +6%
PCA
618
Providence Capital Advisors
North Carolina
$857K +$103K +795 +14%
MWA
619
Moser Wealth Advisors
Washington
$853K
WP
620
WealthPLAN Partners
Nebraska
$852K +$3.28K +25 +0.4%
IBOK
621
Independence Bank of Kentucky
Kentucky
$849K +$55.3K +425 +7%
AWM
622
Avitas Wealth Management
California
$838K +$44.9K +345 +6%
APW
623
Aurora Private Wealth
New Jersey
$836K -$508K -3,904 -38%
MYIA
624
Mount Yale Investment Advisors
Colorado
$835K -$655K -5,036 -44%
PWW
625
Pettyjohn Wood & White
Virginia
$832K +$26K +200 +3%