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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 %
IA
301
IFG Advisory
Georgia
$4.12M +$3.59M +33,178 +671%
BC
302
Brookfield Corp
Ontario, Canada
$3.95M
OWA
303
Outlook Wealth Advisors
Texas
$3.9M +$3.9M +36,037 New
VCP
304
Verus Capital Partners
Arizona
$3.89M -$31.1K -288 -0.8%
HFA
305
Highland Financial Advisors
New Jersey
$3.89M +$647K +5,979 +20%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$3.85M +$1.93M +17,871 +101%
CFAM
307
Center For Asset Management
Florida
$3.76M -$136K -1,258 -3%
HCM
308
Hollencrest Capital Management
California
$3.73M -$783K -7,245 -17%
CWP
309
Corepath Wealth Partners
Arizona
$3.73M +$276K +2,568 +8%
FTS
310
Fifth Third Securities
Ohio
$3.68M +$350K +3,235 +10%
FLPIM
311
F.L. Putnam Investment Management
Massachusetts
$3.68M +$85.9K +794 +2%
FHB
312
First Hawaiian Bank
Hawaii
$3.65M +$1.47M +13,626 +68%
AG
313
Ascent Group
Virginia
$3.64M -$129K -1,219 -3%
Tudor Investment Corp
314
Tudor Investment Corp
Connecticut
$3.63M +$2.53M +23,437 +231%
RC
315
Rovin Capital
Arizona
$3.61M +$344K +3,178 +11%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$3.57M +$220K +2,039 +7%
NW
317
NewEdge Wealth
Pennsylvania
$3.51M +$1.27M +11,743 +57%
FLA
318
Financial Life Advisors
Texas
$3.5M -$383K -3,538 -10%
BMCM
319
Burns Matteson Capital Management
New York
$3.49M +$757 +7 +0%
IC
320
Innealta Capital
Texas
$3.48M +$2.9M +26,791 +496%
AIP
321
Ameritas Investment Partners
Nebraska
$3.47M -$324K -3,000 -9%
LWA
322
Lineweaver Wealth Advisors
Ohio
$3.44M -$143K -1,326 -4%
RWP
323
RWA Wealth Partners
Massachusetts
$3.42M +$3.18M +29,390 +1,337%
IGWM
324
ICA Group Wealth Management
Colorado
$3.39M +$890K +8,226 +36%
BPA
325
Beacon Pointe Advisors
California
$3.36M -$388K -3,587 -10%