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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 %
MAM
1001
McCarthy Asset Management
California
$14K
VRM
1002
Vectors Research Management
New York
$14K
WFO
1003
Wealthgate Family Office
Colorado
$14K +$14K +107 New
CICI
1004
Capital Investment Counsel Inc
North Carolina
$13K
UFF
1005
USA Financial Formulas
Michigan
$13K +$2.32K +18 +22%
MFT
1006
Moisand Fitzgerald Tamayo
Florida
$12K
LWA
1007
Lenox Wealth Advisors
New York
$12K
SIS
1008
Sound Income Strategies
Florida
$11K
CAL
1009
Capital Analysts LLC
Pennsylvania
$9K
TFS
1010
TrustCore Financial Services
Tennessee
$9K
GKWIM
1011
Gerber Kawasaki Wealth & Investment Management
California
$9K +$9K +9 New
ICM
1012
Islay Capital Management
Texas
$7K
DOA
1013
D'Orazio & Associates
Virginia
$7K +$7K +53 New
AL
1014
ADE LLC
Maryland
$6K -$11.4K -89 -65%
MRCM
1015
M&R Capital Management
New Jersey
$6K
NL
1016
NVWM LLC
Pennsylvania
$6K
AA
1017
Acorns Advisers
California
$6K +$3.96K +29 +193%
TCM
1018
Tradewinds Capital Management
Washington
$5K
TC
1019
Truvestments Capital
Florida
$4K
FCM
1020
Firestone Capital Management
Florida
$4K
HFA
1021
HC Financial Advisors
California
$4K
LDFR
1022
Lehman & Derafelo Financial Resources
Pennsylvania
$3K -$125 -1 -4%
IRC
1023
Investors Research Corp
Georgia
$3K
POIA
1024
Pin Oak Investment Advisors
Texas
$3K
RDFA
1025
Ritter Daniher Financial Advisory
Ohio
$3K