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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 %
IWC
301
Integrated Wealth Concepts
Massachusetts
$4.03M +$1.6M +15,716 +66%
RA
302
RFG Advisory
Alabama
$4M +$2.64M +25,846 +193%
FCM
303
Family Capital Management
Michigan
$4M -$123K -1,204 -3%
SC
304
Sykon Capital
New York
$3.99M +$3.99M +39,081 New
NW
305
NewEdge Wealth
Pennsylvania
$3.85M +$535K +5,243 +16%
VCP
306
Verus Capital Partners
Arizona
$3.76M +$86.4K +847 +2%
PWM
307
Pacific Wealth Management
California
$3.73M -$621K -6,089 -14%
PVI
308
Partners Value Investments
Bermuda
$3.73M +$3.73M +36,515 New
UCB
309
United Community Bank
South Carolina
$3.71M +$3.71M +36,343 New
OWA
310
Outlook Wealth Advisors
Texas
$3.69M +$15K +147 +0.4%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$3.65M +$1.02M +10,140 +39%
Balyasny Asset Management
312
Balyasny Asset Management
Illinois
$3.64M -$40.3M -395,125 -92%
SA
313
Sunesis Advisors
Kansas
$3.63M +$3.63M +35,548 New
CWP
314
Corepath Wealth Partners
Arizona
$3.62M +$105K +1,033 +3%
IUHSA
315
Itau Unibanco Holding S.A.
Brazil
$3.61M -$2.23M -21,840 -38%
WP
316
WealthSource Partners
California
$3.6M -$652K -6,389 -15%
IGWM
317
ICA Group Wealth Management
Colorado
$3.57M +$412K +4,090 +13%
MFG
318
Merit Financial Group
Georgia
$3.57M +$1.55M +15,197 +77%
FTUS
319
Flow Traders U.S.
New York
$3.57M +$3.57M +34,961 New
KPWS
320
Kestra Private Wealth Services
Texas
$3.54M +$455K +4,457 +15%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$3.5M +$129K +1,266 +4%
SIA
322
Strategic Investment Advisors
Michigan
$3.49M +$3.49M +34,209 New
HCM
323
Hollencrest Capital Management
California
$3.47M -$50.8K -498 -1%
FHB
324
First Hawaiian Bank
Hawaii
$3.45M +$8.16K +80 +0.2%
ANTB
325
AMG National Trust Bank
Colorado
$3.44M -$452K -4,427 -12%