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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 hedge funds and large institutions have $28.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 373 increasing their positions, 367 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+18
Holders Change %
+1.79%
% of All Funds
16.36%
Holding in Top 10
91
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.08%
% of All Funds
1.45%
New
137
Increased
373
Reduced
367
Closed
103
Calls
$1.66B
Puts
$1.97B
Net Calls
-$311M
Net Calls Change
+$1.69B
Name Holding Trade Value Shares
Change
Shares
Change %
WA
251
WBH Advisory
Maryland
$5.96M +$1.17M +11,425 +24%
FIA
252
Foundations Investment Advisors
Arizona
$5.93M +$4.22M +41,339 +246%
VAS
253
Vestmark Advisory Solutions
Massachusetts
$5.84M +$55.9K +548 +1%
MFG
254
Midwest Financial Group
Kansas
$5.63M +$81.2K +796 +1%
IWP
255
Icon Wealth Partners
Texas
$5.58M +$3.79M +37,189 +212%
KFS
256
Kelly Financial Services
Massachusetts
$5.57M +$5.48M +53,667 +5,796%
ASN
257
Advisory Services Network
Georgia
$5.53M -$265K -2,596 -5%
Wolverine Trading
258
Wolverine Trading
Illinois
$5.53M +$4.7M +46,115 +570%
FAT
259
First American Trust
California
$5.49M +$113K +1,104 +2%
CA
260
CoreCap Advisors
Michigan
$5.44M +$70.7K +693 +1%
MA
261
Modus Advisors
Minnesota
$5.38M +$292K +2,862 +6%
IAN
262
Integrated Advisors Network
Texas
$5.38M -$206K -2,023 -4%
WFA
263
Wellspring Financial Advisors
Ohio
$5.35M -$34.2K -335 -0.6%
SW
264
SteelPeak Wealth
California
$5.33M +$4.08M +40,027 +327%
FCA
265
FinTrust Capital Advisors
South Carolina
$5.28M -$855K -8,382 -14%
EAMA
266
EFG Asset Management (Americas)
Florida
$5.21M +$452K +4,435 +10%
PA
267
Probity Advisors
Texas
$5.15M +$93K +912 +2%
JSAM
268
J. Safra Asset Management
New York
$5.14M +$328K +3,218 +7%
ACA
269
Anchor Capital Advisors
Massachusetts
$5.06M -$20.4K -200 -0.4%
OCM
270
One Capital Management
California
$5.06M +$126K +1,236 +3%
MA
271
Mutual Advisors
Nebraska
$5.02M -$2.73M -26,722 -35%
CCM
272
Condor Capital Management
New Jersey
$4.97M -$3.57K -35 -0.1%
GS
273
GTS Securities
New York
$4.93M +$3.68M +36,049 +294%
MIM
274
MetLife Investment Management
New Jersey
$4.79M -$3.04M -29,800 -39%
WHG
275
Westwood Holdings Group
Texas
$4.79M -$1.79M -17,587 -27%