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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 %
IUHSA
251
Itau Unibanco Holding S.A.
Brazil
$6.19M +$260K +2,400 +4%
NL
252
NVWM LLC
Pennsylvania
$6.15M +$297K +2,746 +5%
ASN
253
Advisory Services Network
Georgia
$6.14M -$812K -7,507 -12%
VAS
254
Vestmark Advisory Solutions
Massachusetts
$6.13M +$259K +2,392 +4%
FAM
255
Forte Asset Management
New York
$6.04M +$1.51M +13,931 +33%
CCM
256
Crabel Capital Management
California
$6.03M -$492K -4,549 -8%
IAN
257
Integrated Advisors Network
Texas
$5.93M -$194K -1,798 -3%
MFG
258
Midwest Financial Group
Kansas
$5.88M +$118K +1,090 +2%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$5.86M -$336K -3,104 -5%
LA
260
Lifeworks Advisors
Michigan
$5.82M +$2.81M +25,998 +93%
WFA
261
Wellspring Financial Advisors
Ohio
$5.71M +$5.71M +52,762 New
FAT
262
First American Trust
California
$5.7M -$112K -1,039 -2%
CA
263
CoreCap Advisors
Michigan
$5.69M +$5.69M +52,653 New
CCA
264
Cobblestone Capital Advisors
New York
$5.66M +$2.87M +26,518 +103%
IFA
265
Interactive Financial Advisors
Illinois
$5.66M -$1.07M -9,935 -16%
State Street
266
State Street
Massachusetts
$5.64M +$4.49M +41,504 +390%
SG Americas Securities
267
SG Americas Securities
New York
$5.57M -$40.6M -375,650 -88%
GCM
268
Graham Capital Management
Connecticut
$5.55M +$1.74M +16,100 +46%
NWM
269
NEIRG Wealth Management
Massachusetts
$5.54M -$91.3K -844 -2%
CIA
270
Capital Investment Advisors
Georgia
$5.49M +$412K +3,814 +8%
ECM
271
Evergreen Capital Management
Washington
$5.44M -$38.8K -359 -0.7%
MA
272
Modus Advisors
Minnesota
$5.4M +$513K +4,745 +11%
ACA
273
Anchor Capital Advisors
Massachusetts
$5.38M -$433 -4 -0%
CFP
274
Curran Financial Partners
South Carolina
$5.36M -$2.04M -18,840 -28%
PA
275
Probity Advisors
Texas
$5.36M +$5.36M +49,572 New