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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,008 hedge funds and large institutions have $31.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 368 increasing their positions, 372 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
15.9%
Holding in Top 10
99
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.48%
% of All Funds
1.56%
New
112
Increased
368
Reduced
372
Closed
98
Calls
$1.21B
Puts
$3.21B
Net Calls
-$2B
Net Calls Change
+$2.95B
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
226
Exencial Wealth Advisors
Oklahoma
$8.13M +$271K +2,502 +3%
PRS
227
Pinkerton Retirement Specialists
Idaho
$8.02M +$8.02M +74,173 New
FNC
228
First National Corp
Massachusetts
$7.96M -$1.65M -15,292 -17%
KAS
229
Kestra Advisory Services
Texas
$7.7M -$265K -2,452 -3%
TDWM
230
Topel & Distasi Wealth Management
California
$7.46M +$124K +1,145 +2%
Corient Private Wealth
231
Corient Private Wealth
Florida
$7.42M +$1.64M +15,206 +28%
SC
232
Saiph Capital
New Jersey
$7.4M +$2.55M +23,578 +53%
AI
233
Atria Investments
North Carolina
$7.29M -$2.06K -19 -0%
DCM
234
Donaldson Capital Management
Indiana
$7.04M -$694K -6,415 -9%
WHG
235
Westwood Holdings Group
Texas
$6.97M +$309K +2,855 +5%
HWA
236
Heartwood Wealth Advisors
Virginia
$6.95M +$146K +1,351 +2%
First Trust Advisors
237
First Trust Advisors
Illinois
$6.9M -$968K -8,948 -12%
CW
238
CreativeOne Wealth
Kansas
$6.87M +$518K +4,786 +8%
Renaissance Technologies
239
Renaissance Technologies
New York
$6.8M +$6.8M +62,900 New
IFAM
240
Institutional & Family Asset Management
Colorado
$6.63M -$24.8K -229 -0.4%
SWP
241
ShoreHaven Wealth Partners
New Jersey
$6.6M +$1.8M +16,631 +37%
SL
242
Sentinus LLC
Illinois
$6.53M +$1.23M +11,385 +23%
CWM
243
Chesapeake Wealth Management
Virginia
$6.52M +$255K +2,356 +4%
AB
244
Aozora Bank
Japan
$6.49M
BS
245
Banco Santander
Spain
$6.44M +$5.75M +53,127 +822%
SWA
246
Stratos Wealth Advisors
Ohio
$6.4M +$2.47M +22,796 +63%
CFGS
247
Concourse Financial Group Securities
Alabama
$6.35M +$1.34M +12,393 +27%
FCA
248
FinTrust Capital Advisors
South Carolina
$6.34M
ISWM
249
Independent Solutions Wealth Management
New York
$6.32M -$9.08K -84 -0.1%
DAS
250
Dynamic Advisor Solutions
Arizona
$6.25M -$402K -3,714 -6%