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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 %
AA
626
Alesco Advisors
New York
$712K
COCM
627
Charter Oak Capital Management
New Hampshire
$712K +$31.5K +234 +5%
PFBT
628
Parkside Financial Bank & Trust
Missouri
$709K
22CM
629
20/20 Capital Management
California
$709K +$134K +1,000 +23%
NEPPG
630
New England Professional Planning Group
Rhode Island
$708K -$108K -803 -13%
GIA
631
Goodwin Investment Advisory
Georgia
$707K -$252K -1,590 -26%
LWAC
632
Laurel Wealth Advisors (California)
California
$705K -$334K -2,485 -32%
HT
633
Heritage Trust
Oklahoma
$703K +$703K +5,234 New
BCM
634
BTR Capital Management
California
$699K +$699K +5,204 New
TAM
635
Townsend Asset Management
North Carolina
$697K -$119K -888 -15%
SCM
636
SCS Capital Management
Massachusetts
$690K -$24.9K -185 -3%
MAM
637
MMA Asset Management
Pennsylvania
$684K -$2.15K -16 -0.3%
TF
638
TimeScale Financial
Massachusetts
$675K -$16.9K -126 -2%
MFA
639
Mayflower Financial Advisors
Massachusetts
$673K -$45.7K -340 -6%
SCM
640
Symons Capital Management
Pennsylvania
$670K -$12.4K -92 -2%
WSTAM
641
Wilbanks Smith & Thomas Asset Management
Virginia
$667K -$59.4K -442 -8%
CAMG
642
CWA Asset Management Group
Florida
$663K -$53.7K -401 -7%
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
$661K -$75.3K -560 -10%
TYCC
644
Texas Yale Capital Corp
Florida
$656K -$107K -797 -14%
CIAS
645
Capital Investment Advisory Services
North Carolina
$656K +$44K +328 +7%
SHJ
646
Sharkey, Howes & Javer
Colorado
$640K -$7.38M -54,897 -92%
UIA
647
UBP Investment Advisors
Switzerland
$630K
SBL
648
Sargent Bickham Lagudis
Colorado
$630K +$42.2K +314 +7%
DC
649
Davenport & Co
Virginia
$627K -$46.9K -349 -7%
JWCA
650
J.W. Coons Advisors
Ohio
$625K -$50.3K -373 -7%