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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 %
OC
276
Oppenheimer & Co
New York
$5.28M -$305K -2,825 -5%
CCM
277
Condor Capital Management
New Jersey
$5.27M +$87.4K +808 +2%
OCM
278
One Capital Management
California
$5.23M -$649 -6 -0%
TFA
279
Transamerica Financial Advisors
Florida
$5.17M -$141K -1,300 -3%
JSAM
280
J. Safra Asset Management
New York
$5.1M -$67.6K -625 -1%
WA
281
WBH Advisory
Maryland
$5.09M +$533K +4,932 +12%
UCFA
282
United Capital Financial Advisors
Texas
$5.05M -$523K -4,835 -9%
EAMA
283
EFG Asset Management (Americas)
Florida
$5.04M +$1.31M +12,122 +35%
ECI
284
EFG Capital International
Florida
$5.04M +$5.04M +46,619 New
UBS AM
285
UBS AM
Illinois
$5.04M -$5.04M
NEI
286
Northwest & Ethical Investments
Ontario, Canada
$4.93M -$260K -2,400 -5%
EWA
287
Evolution Wealth Advisors
Florida
$4.9M +$148K +1,373 +3%
PCA
288
Providence Capital Advisors
North Carolina
$4.69M -$42.8K -396 -0.9%
WPW
289
Watershed Private Wealth
Illinois
$4.62M +$61.4K +568 +1%
PWM
290
Pacific Wealth Management
California
$4.62M -$87.9K -813 -2%
WP
291
WealthSource Partners
California
$4.51M +$455K +4,209 +11%
Vontobel Holding
292
Vontobel Holding
Switzerland
$4.46M +$1.8M +16,632 +68%
WJA
293
Willis Johnson & Associates
Texas
$4.42M +$4.42M +40,899 New
AWAU
294
Alliance Wealth Advisors (Utah)
Utah
$4.4M +$77.3K +715 +2%
FCM
295
Family Capital Management
Michigan
$4.37M +$46.2K +427 +1%
FNBOSM
296
First National Bank of South Miami
Florida
$4.37M -$73.2K -677 -2%
FFS
297
Founders Financial Securities
Maryland
$4.26M +$320K +2,960 +8%
EWA
298
ERTS Wealth Advisors
Michigan
$4.22M +$4.22K +39 +0.1%
NA
299
NewEdge Advisors
Louisiana
$4.14M +$951K +8,794 +30%
ANTB
300
AMG National Trust Bank
Colorado
$4.13M -$455K -4,205 -10%