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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 %
JAM
726
JCIC Asset Management
Ontario, Canada
$464K +$107K +645 +30%
KOC
727
Koss-Olinger Consulting
Florida
$464K +$464K +3,455 New
RPWA
728
Regent Peak Wealth Advisors
Georgia
$461K -$97.4K -716 -17%
LWM
729
Liberty Wealth Management
California
$459K -$4.46M -33,179 -91%
BC
730
Bartlett & Co
Ohio
$459K -$57.8K -430 -11%
BCWM
731
Bartlett & Co Wealth Management
Ohio
$459K -$57.8K -430 -11%
AA
732
Altman Advisors
Illinois
$455K +$44.9K +335 +11%
PAA
733
Peregrine Asset Advisers
Oregon
$453K -$4.97M -36,930 -92%
LA
734
LexAurum Advisors
Kansas
$452K -$2.13M -15,874 -83%
SCA
735
Stonebridge Capital Advisors
Minnesota
$452K +$215K +1,626 +90%
OPS
736
Orion Portfolio Solutions
Nebraska
$451K +$42.6K +317 +10%
CAM
737
Concorde Asset Management
Michigan
$446K -$1.56M -11,660 -78%
CA
738
Calton & Associates
Florida
$440K -$52.3K -390 -11%
ACA
739
Affinity Capital Advisors
California
$433K
BAM
740
Baldrige Asset Management
Pennsylvania
$432K +$10.2K +76 +2%
HWMA
741
Heritage Wealth Management (Arizona)
Arizona
$432K +$73.5K +547 +21%
SIM
742
Sadoff Investment Management
Wisconsin
$430K
CIA
743
Choate Investment Advisors
Massachusetts
$428K -$6.71K -50 -2%
VSWA
744
Vontobel Swiss Wealth Advisors
Switzerland
$427K +$48.9K +366 +13%
JSL
745
JT Stratford LLC
Georgia
$426K +$13K +97 +3%
FWM
746
Frontier Wealth Management
Missouri
$425K +$2.95K +22 +0.7%
SBH
747
Segall Bryant & Hamill
Illinois
$423K +$23.6K +177 +6%
DBIA
748
Dumont & Blake Investment Advisors
New Jersey
$421K
CA
749
Clearstead Advisors
Ohio
$419K +$91.7K +682 +28%
VCM
750
Verde Capital Management
Michigan
$418K +$43.4K +323 +12%