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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 %
JE
326
JMAC Enterprises
Pennsylvania
$3.42M +$940K +9,218 +38%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$3.42M -$50.5K -495 -1%
RWP
328
RWA Wealth Partners
Massachusetts
$3.36M +$142K +1,390 +4%
BPA
329
Beacon Pointe Advisors
California
$3.34M +$171K +1,675 +5%
FTS
330
Fifth Third Securities
Ohio
$3.32M -$160K -1,567 -5%
FLA
331
Financial Life Advisors
Texas
$3.31M +$8.37K +82 +0.3%
BWM
332
Bulltick Wealth Management
Florida
$3.3M +$126K +1,235 +4%
RC
333
Roundview Capital
New Jersey
$3.23M +$90.5K +887 +3%
RIM
334
Redwood Investment Management
Arizona
$3.23M -$9.68M -94,913 -75%
IC
335
Innealta Capital
Texas
$3.21M -$71.6K -702 -2%
I
336
INVST
Indiana
$3.2M +$2.67M +26,192 +505%
RC
337
Rovin Capital
Arizona
$3.2M -$203K -1,992 -6%
Cerity Partners
338
Cerity Partners
New York
$3.2M -$8.14M -79,826 -72%
BBP
339
Banco BTG Pactual
Brazil
$3.18M -$7.79M -76,400 -71%
AP
340
Americana Partners
Texas
$3.18M +$3.18M +31,342 New
LWA
341
Lineweaver Wealth Advisors
Ohio
$3.17M -$71.3K -699 -2%
FA
342
Forefront Analytics
Pennsylvania
$3.15M +$398K +3,900 +14%
SFFS
343
Stonehage Fleming Financial Services
Jersey
$3.09M +$3.02M +29,628 +4,263%
CFAM
344
Center For Asset Management
Florida
$3.09M -$460K -4,507 -13%
SPIA
345
Steward Partners Investment Advisory
New York
$3.09M +$1.27M +12,461 +70%
DSC
346
Duncker Streett & Co
Missouri
$3.04M -$51.5K -505 -2%
WA
347
Wealth Alliance
New York
$3.04M +$1.33M +13,000 +78%
STAS
348
Strong Tower Advisory Services
Minnesota
$3.03M -$116K -1,133 -4%
CAS
349
Coppell Advisory Solutions
Texas
$3M +$2.55M +24,175 +563%
RFC
350
Regions Financial Corp
Alabama
$2.97M -$95.8K -939 -3%