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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 %
Legal & General Group
201
Legal & General Group
United Kingdom
$10.2M -$6.22M -47,869 -38%
CWS
202
Cypress Wealth Services
California
$10.1M -$665K -5,113 -6%
ANTB
203
AMG National Trust Bank
Colorado
$9.89M -$103K -791 -1%
TSA
204
Tri-Star Advisors
Texas
$9.85M -$9.8M -74,777 -50%
KFP
205
KMG Fiduciary Partners
Ohio
$9.69M -$386K -2,965 -4%
CFGS
206
Concourse Financial Group Securities
Alabama
$9.67M -$12.5M -96,199 -56%
HWAM
207
Hennion & Walsh Asset Management
New Jersey
$9.67M +$9.67M +74,333 New
Creative Planning
208
Creative Planning
Kansas
$9.61M +$133K +1,023 +1%
PRS
209
Pinkerton Retirement Specialists
Idaho
$9.45M +$3.38M +25,995 +56%
CAN
210
Cetera Advisor Networks
California
$9.39M -$3.58M -27,535 -28%
MIAN
211
Mariner Independent Advisor Network
Kansas
$9.36M -$5.72M -44,054 -38%
VIP
212
Viewpoint Investment Partners
Alberta, Canada
$9.15M -$3.93M -30,190 -30%
EH
213
Equitable Holdings
New York
$9.14M -$3.47M -26,667 -28%
SWP
214
Strategic Wealth Partners
Ohio
$9.12M +$784K +6,031 +9%
First Trust Advisors
215
First Trust Advisors
Illinois
$8.87M -$561K -4,317 -6%
W
216
WealthOne
New York
$8.85M -$87.4K -672 -1%
BHB
217
Bank Hapoalim BM
Israel
$8.79M -$8.77M
SW
218
SVB Wealth
Massachusetts
$8.69M +$857K +6,593 +11%
MMA
219
Miracle Mile Advisors
California
$8.66M +$522K +4,014 +6%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$8.61M -$244K -1,878 -3%
HCM
221
HMS Capital Management
Tennessee
$8.55M -$1.89M -14,538 -18%
BRWA
222
B. Riley Wealth Advisors
Florida
$8.48M -$3.08M -23,693 -27%
CIA
223
Capital Investment Advisors
Georgia
$8.38M -$359K -2,759 -4%
SFFS
224
Stonehage Fleming Financial Services
Jersey
$8.33M +$716K +5,510 +9%
Wellington Management Group
225
Wellington Management Group
Massachusetts
$8.3M +$2.73M +21,000 +49%