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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 %
HWAM
176
Hennion & Walsh Asset Management
New Jersey
$11.6M +$1.05M +7,917 +10%
SF
177
Synovus Financial
Georgia
$11.3M -$67.2K -505 -0.6%
EH
178
Equitable Holdings
New York
$11.3M +$2.34M +17,605 +26%
Schroder Investment Management Group
179
Schroder Investment Management Group
United Kingdom
$11.1M -$13.3M -99,667 -54%
NAM
180
NorthCoast Asset Management
Connecticut
$10.9M +$4.02M +30,237 +58%
Legal & General Group
181
Legal & General Group
United Kingdom
$10.7M +$9.65M +72,488 +879%
WB
182
WesBanco Bank
West Virginia
$10.6M -$2.35M -17,695 -18%
ANTB
183
AMG National Trust Bank
Colorado
$10.2M +$76.5K +575 +0.8%
SEM
184
Strategic Equity Management
Arizona
$9.94M +$1.59M +11,969 +19%
AllianceBernstein
185
AllianceBernstein
Tennessee
$9.9M +$5.47M +41,150 +124%
SAM
186
Silvercrest Asset Management
New York
$9.87M +$9.87M +74,198 New
Creative Planning
187
Creative Planning
Kansas
$9.84M +$480K +3,611 +5%
MCWS
188
McKinley Carter Wealth Services
West Virginia
$9.77M -$25.7M -192,868 -72%
GC
189
Gilbert & Cook
Iowa
$9.74M +$1.24M +9,338 +15%
BC
190
Brookfield Corp
Ontario, Canada
$9.72M +$4.86M +36,515 +100%
Verition Fund Management
191
Verition Fund Management
Connecticut
$9.71M -$30.2M -227,000 -76%
SWA
192
Stratos Wealth Advisors
Ohio
$9.71M +$7.6M +57,131 +360%
MA
193
Mutual Advisors
Nebraska
$9.68M +$3.04M +22,852 +46%
SC
194
Scotia Capital
Ontario, Canada
$9.62M -$20.1M -151,249 -68%
Axa
195
Axa
France
$9.44M +$838K +6,300 +10%
SWP
196
Strategic Wealth Partners
Ohio
$9.41M +$199K +1,497 +2%
RFA
197
Reilly Financial Advisors
California
$9.29M +$78.9K +593 +0.9%
W
198
WealthOne
New York
$9.24M +$350K +2,631 +4%
KFP
199
KMG Fiduciary Partners
Ohio
$9.21M -$498K -3,747 -5%
APA
200
American Portfolios Advisors
New York
$9.2M -$332K -2,492 -3%