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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 %
EW
401
Evoke Wealth
California
$2.14M +$2.14M +20,981 New
APW
402
Aurora Private Wealth
New Jersey
$2.13M +$102K +998 +5%
BBA
403
BLB&B Advisors
Pennsylvania
$2.13M -$5.63M -55,191 -73%
TVAMP
404
Tennessee Valley Asset Management Partners
Tennessee
$2.05M +$145K +1,419 +8%
PP
405
Paloma Partners
Connecticut
$2.04M +$1.2M +11,731 +142%
VHAM
406
Van Hulzen Asset Management
California
$2.03M -$70.5K -691 -3%
SFS
407
Sowell Financial Services
Arkansas
$2.01M -$642K -6,292 -24%
SFPG
408
Stonebridge Financial Planning Group
Florida
$2.01M -$308K -3,017 -13%
IIA
409
IPG Investment Advisors
California
$2M +$652K +6,386 +48%
SWP
410
Stratos Wealth Partners
Ohio
$1.99M -$246K -2,408 -11%
FGA
411
Fortis Group Advisors
New Jersey
$1.98M +$63.2K +577 +3%
GL
412
Graypoint LLC
New York
$1.95M +$229K +2,248 +13%
RWA
413
Ropes Wealth Advisors
Massachusetts
$1.95M
FRA
414
Frank Rimerman Advisors
California
$1.94M -$97.9K -960 -5%
IAG
415
Investment Advisory Group
Massachusetts
$1.93M -$67.1K -658 -3%
PA
416
Parallel Advisors
California
$1.92M -$139K -1,363 -7%
MOS
417
MGO One Seven
Ohio
$1.91M +$528K +5,180 +38%
WS
418
Wela Strategies
Georgia
$1.9M +$80.5K +7,887 +4%
MLIC
419
Mandatum Life Insurance Company
Finland
$1.88M +$16K +157 +0.9%
AWM
420
Alterna Wealth Management
Texas
$1.87M +$353K +3,456 +23%
PP
421
Pacifica Partners
Canada
$1.85M +$101K +1,006 +6%
FPW
422
Flagship Private Wealth
Massachusetts
$1.85M +$42.7K +419 +2%
SWM
423
SigFig Wealth Management
California
$1.84M +$1.84M +18,058 New
PCA
424
Prosperity Capital Advisors
Ohio
$1.82M +$1.01M +9,924 +125%
WP
425
WealthShield Partners
North Carolina
$1.82M +$1.13M +11,107 +166%