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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 %
CIP
626
Capital Insight Partners
Arizona
$656K -$442K -3,320 -40%
TYCC
627
Texas Yale Capital Corp
Florida
$650K +$266 +2 +0%
TSS
628
Two Sigma Securities
New York
$648K -$381K -2,862 -37%
DC
629
Davenport & Co
Virginia
$648K +$27.7K +208 +4%
SCM
630
Symons Capital Management
Pennsylvania
$644K -$19.6K -147 -3%
PFG
631
Piershale Financial Group
Illinois
$643K -$26.4M -198,182 -98%
GIA
632
Gladstone Institutional Advisory
Florida
$643K +$29.7K +223 +5%
SMG
633
Smart Money Group
Texas
$643K +$380K +2,860 +145%
TAM
634
Townsend Asset Management
North Carolina
$635K -$54.4K -409 -8%
BWP
635
Bernardo Wealth Planning
Pennsylvania
$634K -$504K -3,788 -44%
UIA
636
UBP Investment Advisors
Switzerland
$630K
SHJ
637
Sharkey, Howes & Javer
Colorado
$619K -$15K -113 -2%
JWCA
638
J.W. Coons Advisors
Ohio
$616K
Federated Hermes
639
Federated Hermes
Pennsylvania
$616K +$616K +4,627 New
V
640
VeraBank
Texas
$615K
BEI
641
Benjamin Edwards Inc
Missouri
$614K -$401K -3,014 -40%
RI
642
Ridgewood Investments
New Jersey
$612K +$62.9K +473 +11%
IWN
643
Independent Wealth Network
Iowa
$607K +$607K +4,562 New
ST
644
Sabal Trust
Florida
$605K +$3.33K +25 +0.6%
PA
645
Procyon Advisors
Connecticut
$604K +$6.12K +46 +1%
JEST
646
JTC Employer Solutions Trustee
Jersey
$601K
GF
647
Gries Financial
Ohio
$601K +$601K +4,519 New
PCS
648
Personal CFO Solutions
New Jersey
$596K +$115K +866 +24%
FSA
649
Fort Sheridan Advisors
Illinois
$595K +$120K +903 +25%
ATPW
650
Ashton Thomas Private Wealth
Arizona
$595K +$109K +821 +22%