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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,074 hedge funds and large institutions have $41.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 374 increasing their positions, 486 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
-77
Holders Change %
-6.69%
% of All Funds
18.91%
Holding in Top 10
108
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-36.09%
% of All Funds
1.9%
New
71
Increased
374
Reduced
486
Closed
134
Calls
$2.78B
Puts
$7.93B
Net Calls
-$5.15B
Net Calls Change
-$2.81B
Name Holding Trade Value Shares
Change
Shares
Change %
FSA
751
Fort Sheridan Advisors
Illinois
$464K +$464K +3,570 New
CSIC
752
Clifford Swan Investment Counsel
California
$461K
AWMG
753
Alliance Wealth Management Group
New Jersey
$458K -$123K -945 -21%
Members Trust
754
Members Trust
Florida
$456K -$43.7K -336 -9%
EP
755
Eudaimonia Partners
Tennessee
$455K -$203K -1,562 -31%
HB
756
Homrich & Berg
Georgia
$450K -$1M -7,716 -69%
FHA
757
Flagship Harbor Advisors
Massachusetts
$450K +$1.04K +8 +0.2%
ACP
758
Aveo Capital Partners
Colorado
$440K +$440K +3,381 New
FRA
759
Front Row Advisors
California
$436K -$10K -77 -2%
FFA
760
Fragasso Financial Advisors
Pennsylvania
$434K +$1.43K +11 +0.3%
DWM
761
Defined Wealth Management
Oregon
$429K -$690K -5,302 -62%
TPA
762
Trivium Point Advisory
Connecticut
$429K -$343K -2,634 -44%
MA
763
MONECO Advisors
Connecticut
$425K -$17.3K -133 -4%
AFP
764
Ausdal Financial Partners
Iowa
$424K -$104K -801 -20%
CIA
765
Choate Investment Advisors
Massachusetts
$421K +$6.5K +50 +2%
ACA
766
Affinity Capital Advisors
California
$419K -$83.9K -645 -17%
OIA
767
OneDigital Investment Advisors
Kansas
$419K +$9.89K +76 +2%
SIM
768
Sadoff Investment Management
Wisconsin
$416K -$19.5K -150 -4%
OFG
769
OmniStar Financial Group
North Carolina
$415K -$573K -4,399 -58%
BAAM
770
Baker Avenue Asset Management
California
$414K +$23.1K +178 +6%
LS
771
Leelyn Smith
Illinois
$411K -$2.86K -22 -0.7%
BAM
772
Baldrige Asset Management
Pennsylvania
$409K +$25.4K +195 +7%
FWM
773
Frontier Wealth Management
Missouri
$409K +$181K +1,394 +80%
DBIA
774
Dumont & Blake Investment Advisors
New Jersey
$408K -$1.95K -15 -0.5%
DFG
775
Demars Financial Group
Washington
$408K +$38.6K +297 +10%