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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 %
BWM
326
Bulltick Wealth Management
Florida
$3.36M -$1.63M -15,116 -33%
STAS
327
Strong Tower Advisory Services
Minnesota
$3.34M +$3.34M +30,860 New
RC
328
Roundview Capital
New Jersey
$3.33M -$46.5K -430 -1%
Franklin Resources
329
Franklin Resources
California
$3.33M +$652K +6,028 +24%
SP
330
Sarasin & Partners
United Kingdom
$3.32M -$2.05M -19,003 -38%
DSC
331
Duncker Streett & Co
Missouri
$3.28M +$21.4K +198 +0.7%
KPWS
332
Kestra Private Wealth Services
Texas
$3.27M +$1.51M +13,925 +86%
RFC
333
Regions Financial Corp
Alabama
$3.25M -$591K -5,462 -15%
TA
334
TFB Advisors
Kansas
$3.25M +$368K +3,401 +13%
RAM
335
Riggs Asset Management
Pennsylvania
$3.2M -$97.5K -902 -3%
SAM
336
Simplify Asset Management
Nevada
$3.18M +$2.57M +23,762 +419%
AWM
337
Aspire Wealth Management
Massachusetts
$3.15M -$61.1K -565 -2%
Legal & General Group
338
Legal & General Group
United Kingdom
$3.11M
BCM
339
Beaumont Capital Management
Massachusetts
$3.1M +$2.16M +20,005 +231%
Lazard Asset Management
340
Lazard Asset Management
New York
$3.1M -$3.4M
HT
341
Headlands Technologies
Illinois
$3.08M +$3.08M +28,517 New
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$3.08M -$3.28M -30,301 -52%
HIM
343
Hanlon Investment Management
New Jersey
$3.05M -$218K -2,018 -7%
LSPW
344
Lake Street Private Wealth
Illinois
$3.03M +$358K +3,315 +13%
DACS
345
Dymon Asia Capital (Singapore)
Singapore
$3.02M +$3.02M +27,900 New
PFT
346
Providence First Trust
Arizona
$3.01M +$54.1K +500 +2%
TCMP
347
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.01M -$91.4K -845 -3%
CW
348
Connectus Wealth
Ohio
$3M +$3M +27,769 New
FAIM
349
Financial Advocates Investment Management
Washington
$2.97M -$75K -694 -2%
CB
350
Commerce Bank
Missouri
$2.96M -$77.4K -716 -3%