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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 %
W
401
WealthOne
New York
$2.12M -$216K -1,999 -9%
IAG
402
Investment Advisory Group
Massachusetts
$2.12M -$15.2K -141 -0.7%
PWG
403
Portside Wealth Group
Utah
$2.1M +$2.1M +19,428 New
BAAM
404
Baker Avenue Asset Management
California
$2.07M -$30.6K -283 -1%
RWA
405
Ropes Wealth Advisors
Massachusetts
$2.07M -$9.73K -90 -0.5%
SWM
406
SeaCrest Wealth Management
New York
$2.05M -$3.14K -29 -0.2%
TVAMP
407
Tennessee Valley Asset Management Partners
Tennessee
$2.02M -$792K -7,326 -28%
AI
408
AXS Investments
New York
$2M +$2M +18,500 New
SFA
409
Sequoia Financial Advisors
Ohio
$1.99M -$149K -1,374 -7%
AA
410
Advisory Alpha
Michigan
$1.98M +$1.24M +11,493 +169%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$1.98M +$540K +4,990 +38%
MLIC
412
Mandatum Life Insurance Company
Finland
$1.97M +$70.3K +650 +4%
TIA
413
Traphagen Investment Advisors
New Jersey
$1.97M -$405K -3,743 -17%
Bank Julius Baer & Co
414
Bank Julius Baer & Co
Switzerland
$1.94M -$14.8M -136,863 -88%
SCG
415
Sonata Capital Group
Washington
$1.94M +$60K +555 +3%
AWMG
416
Alliance Wealth Management Group
New Jersey
$1.94M +$195K +1,807 +11%
SPIA
417
Steward Partners Investment Advisory
New York
$1.92M -$366K -3,388 -16%
FPW
418
Flagship Private Wealth
Massachusetts
$1.91M
IWP
419
Icon Wealth Partners
Texas
$1.9M +$36.8K +340 +2%
FGA
420
Fortis Group Advisors
New Jersey
$1.89M -$40.3K -373 -2%
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$1.86M +$1.78M +7,316 +2,272%
PP
422
Pacifica Partners
Canada
$1.86M -$6.19K -58 -0.3%
WS
423
Wedbush Securities
California
$1.86M -$1.08K -10 -0.1%
GL
424
Graypoint LLC
New York
$1.83M -$1.87M -17,273 -51%
BCI
425
Brinker Capital Investments
Pennsylvania
$1.82M +$617K +5,704 +51%