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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 %
BFW
376
Brady Family Wealth
Missouri
$2.46M +$11.7K +108 +0.5%
SAM
377
SignalPoint Asset Management
Missouri
$2.46M -$10.5K -97 -0.4%
SFPG
378
Stonebridge Financial Planning Group
Florida
$2.45M -$594K -5,490 -19%
ACM
379
Arcataur Capital Management
Wisconsin
$2.44M +$2.44M +22,560 New
CS
380
Credit Suisse
Switzerland
$2.4M -$2.17M -20,112 -48%
CL
381
Choreo LLC
Illinois
$2.39M +$1.01M +9,304 +72%
SWP
382
Stratos Wealth Partners
Ohio
$2.37M +$359K +3,319 +18%
V
383
Veritable
Delaware
$2.37M -$188K -1,735 -7%
OWA
384
One Wealth Advisors
California
$2.34M -$439K -4,064 -16%
HW
385
Hancock Whitney
Mississippi
$2.33M +$2.02M +18,715 +657%
TCWA
386
Ten Capital Wealth Advisors
Washington
$2.32M +$160K +1,480 +7%
WIM
387
Warwick Investment Management
Texas
$2.31M +$51.3K +474 +2%
CNB
388
Camden National Bank
Maine
$2.31M -$21.7K -201 -0.9%
V
389
ViaWealth
Kansas
$2.28M +$64.3K +595 +3%
FAM
390
Family Asset Management
South Carolina
$2.26M +$106K +979 +5%
KLCM
391
KG&L Capital Management
Louisiana
$2.24M +$1.3K +12 +0.1%
VHAM
392
Van Hulzen Asset Management
California
$2.23M +$140K +1,297 +7%
RWIA
393
Roger Wittlin Investment Advisory
California
$2.22M +$8.87K +82 +0.4%
CAG
394
Csenge Advisory Group
Florida
$2.21M -$1.12M -10,323 -34%
CWA
395
Clarus Wealth Advisors
Arizona
$2.19M +$241K +2,287 +12%
PA
396
Parallel Advisors
California
$2.18M -$605K -5,594 -22%
BGDI
397
BW Gestao de Investimentos
Brazil
$2.16M
FRA
398
Frank Rimerman Advisors
California
$2.16M
APW
399
Aurora Private Wealth
New Jersey
$2.15M -$192K -1,776 -8%
MFG
400
Merit Financial Group
Georgia
$2.14M +$946K +8,750 +79%