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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 %
NAG
751
Northstar Advisory Group
New Jersey
$416K
MWP
752
Moller Wealth Partners
$408K
CG
753
Colony Group
Massachusetts
$405K -$74K -551 -15%
FRA
754
Front Row Advisors
California
$404K -$49.1K -363 -11%
CIAS
755
CBIZ Investment Advisory Services
Ohio
$397K -$384K
FCCM
756
First City Capital Management
Georgia
$394K
BWM
757
BerganKDV Wealth Management
Minnesota
$388K
SWA
758
SOA Wealth Advisors
New York
$385K -$7.37K -55 -2%
SBIA
759
Sheaff Brock Investment Advisors
Indiana
$384K
SMC
760
Smith, Moore & Co
Missouri
$384K +$8.61K +64 +2%
Bessemer Group
761
Bessemer Group
New Jersey
$379K
LFS
762
Lutz Financial Services
Nebraska
$375K +$1.08K +8 +0.3%
Members Trust
763
Members Trust
Florida
$369K -$102K -761 -22%
TP
764
Tranquility Partners
Tennessee
$368K +$56.7K +422 +18%
HIM
765
HawsGoodwin Investment Management
Tennessee
$365K -$13.1M -97,385 -97%
BCA
766
Bernzott Capital Advisors
California
$365K
JCM
767
Jag Capital Management
Missouri
$364K
BSB
768
Bangor Savings Bank
Maine
$362K
VCA
769
Verdence Capital Advisors
Maryland
$361K -$18.1K -135 -5%
BPCE
770
Bank Pictet & Cie (Europe)
Germany
$356K +$99.3K +740 +39%
OIA
771
Optimum Investment Advisors
Illinois
$354K +$6.05K +45 +2%
RW
772
Rede Wealth
Virginia
$348K +$17.6K +131 +5%
WA
773
Wealth Alliance
New York
$347K -$24.1K -179 -6%
LCM
774
LCM Capital Management
Illinois
$346K +$52.8K +393 +18%
RSC
775
Red Spruce Capital
Pennsylvania
$344K