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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 %
SMC
801
Smith, Moore & Co
Missouri
$363K +$650 +5 +0.2%
VCM
802
Verde Capital Management
Michigan
$363K +$8.2K +63 +2%
LFS
803
Lutz Financial Services
Nebraska
$362K -$3.52K -27 -1%
GAM
804
Grandview Asset Management
Pennsylvania
$361K +$651 +5 +0.2%
WA
805
Wealth Alliance
New York
$359K -$439K -3,379 -55%
BCA
806
Bernzott Capital Advisors
California
$354K
JCM
807
Jag Capital Management
Missouri
$352K +$52K +400 +17%
CWA
808
Clearview Wealth Advisors
Oregon
$351K +$133K +1,022 +61%
BSB
809
Bangor Savings Bank
Maine
$350K
HWMA
810
Heritage Wealth Management (Arizona)
Arizona
$347K +$347K +2,666 New
OIA
811
Optimum Investment Advisors
Illinois
$337K -$236K -1,815 -41%
NRI
812
NFP Retirement Inc
California
$334K -$78.2K -601 -19%
RSC
813
Red Spruce Capital
Pennsylvania
$333K
CBN
814
Cadence Bank NA
Texas
$332K
OCPWS
815
One Charles Private Wealth Services
Massachusetts
$329K +$329K +2,529 New
AMIM
816
Aull & Monroe Investment Management
Alabama
$325K -$61.9K -477 -16%
JC
817
Jentner Corp
Ohio
$325K
FIB
818
First Interstate Bancsystem
Montana
$325K +$325K +2,497 New
BFM
819
Boothbay Fund Management
New York
$325K +$325K +2,500 New
IC
820
Investment Counsel
Michigan
$323K
LGA
821
Lebenthal Global Advisors
New York
$321K -$162K -1,250 -34%
JIC
822
Joel Isaacson & Co
New York
$321K +$53.5K +411 +20%
HA
823
Harfst & Associates
Wyoming
$321K +$321K +2,470 New
RW
824
Rede Wealth
Virginia
$320K +$39.9K +306 +14%
TFGT
825
TS Financial Group (TSFG)
Illinois
$317K -$65.2K -501 -17%