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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 %
FM
701
Foster & Motley
Ohio
$506K +$506K +3,764 New
CNBTD
702
Citizens National Bank Trust Department
Mississippi
$504K
BAM
703
Barrett Asset Management
New York
$503K +$13.6K +101 +3%
CCWA
704
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$502K +$502K +3,737 New
SP
705
Successful Portfolios
Florida
$501K -$1.24M -9,232 -71%
EP
706
Eudaimonia Partners
Tennessee
$500K +$30.8K +229 +7%
VA
707
Verdad Advisers
Massachusetts
$500K +$500K +3,725 New
MLM
708
Mount Lucas Management
Pennsylvania
$498K +$498K +3,703 New
AWE
709
Avidian Wealth Enterprises
Texas
$497K -$927K -6,891 -65%
WSFS
710
Wilmington Savings Fund Society
Delaware
$492K -$33.9K -252 -6%
BA
711
Ballew Advisors
Mississippi
$491K -$433K -3,224 -47%
CAWM
712
Capital Advisors Wealth Management
Washington
$491K -$326K -2,430 -40%
ATPW
713
Ashton Thomas Private Wealth
Arizona
$491K +$165K +1,227 +51%
DWM
714
Defined Wealth Management
Oregon
$487K +$43.9K +327 +10%
FA
715
Fermata Advisors
California
$487K +$487K +3,623 New
PCS
716
Personal CFO Solutions
New Jersey
$485K +$485K +3,611 New
VIP
717
Viewpoint Investment Partners
Alberta, Canada
$484K -$8.98M -66,772 -95%
KMWM
718
Keudell/Morrison Wealth Management
Oregon
$483K -$94.1K -700 -16%
ACA
719
Atlas Capital Advisors
Wyoming
$482K -$42.9K -319 -8%
FSA
720
Fort Sheridan Advisors
Illinois
$480K
DWP
721
Destiny Wealth Partners
Florida
$479K -$78.9K -587 -14%
IWP
722
Icon Wealth Partners
Texas
$475K -$3.8M -28,269 -89%
BTWM
723
Baker Tilly Wealth Management
Wisconsin
$474K +$55.1K +410 +13%
SIC
724
Samalin Investment Counsel
New York
$473K -$60.3K -449 -11%
OIA
725
OneDigital Investment Advisors
Kansas
$472K +$39.9K +297 +9%