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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 %
CA
726
Clearstead Advisors
Ohio
$415K +$133 +1 +0%
MWP
727
Moller Wealth Partners
$404K
CIAS
728
CBIZ Investment Advisory Services
Ohio
$402K -$397K
SMC
729
Smith, Moore & Co
Missouri
$402K +$22.6K +170 +6%
PWM
730
Perigon Wealth Management
California
$401K -$1.9M -14,314 -83%
FRA
731
Front Row Advisors
California
$397K
KCA
732
Karn Couzens & Associates
Connecticut
$397K +$75.2K +565 +23%
SBH
733
Segall Bryant & Hamill
Illinois
$394K -$29.3K -220 -7%
FCCM
734
First City Capital Management
Georgia
$389K -$1.33K -10 -0.3%
MHR
735
Matthew Hamilton Rosenberg
$388K +$150K +1,124 +63%
BWM
736
BerganKDV Wealth Management
Minnesota
$384K
DWP
737
Destiny Wealth Partners
Florida
$383K -$91.1K -685 -19%
SBIA
738
Sheaff Brock Investment Advisors
Indiana
$380K
SWA
739
SOA Wealth Advisors
New York
$377K -$5.06K -38 -1%
Bessemer Group
740
Bessemer Group
New Jersey
$375K
AWM
741
Atticus Wealth Management
Florida
$373K -$7.28M -54,672 -95%
LFS
742
Lutz Financial Services
Nebraska
$372K +$931 +7 +0.3%
JAM
743
JCIC Asset Management
Ontario, Canada
$365K -$6K -45 -2%
VCA
744
Verdence Capital Advisors
Maryland
$364K +$6.52K +49 +2%
NWS
745
Newport Wealth Strategies
California
$363K -$143K -1,070 -28%
LWM
746
Liberty Wealth Management
California
$362K -$91.7K -690 -20%
Members Trust
747
Members Trust
Florida
$362K -$4K -30 -1%
BCA
748
Bernzott Capital Advisors
California
$362K
GCA
749
Guardian Capital Advisors
Ontario, Canada
$361K -$261K -1,955 -42%
PMFA
750
Plante Moran Financial Advisors
Michigan
$360K +$360K +2,709 New