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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 %
OPS
426
Orion Portfolio Solutions
Nebraska
$1.82M +$617K +5,704 +51%
FIA
427
Foundations Investment Advisors
Arizona
$1.82M +$884K +8,177 +95%
WA
428
Wealth Alliance
New York
$1.81M +$805K +7,441 +80%
CWM
429
Congress Wealth Management
Massachusetts
$1.79M -$156K -1,439 -8%
DADC
430
D.A. Davidson & Co
Montana
$1.78M +$228K +2,104 +15%
BRWA
431
B. Riley Wealth Advisors
Florida
$1.78M +$212K +1,956 +13%
NL
432
NWAM LLC
Washington
$1.78M +$912K +8,436 +105%
AP
433
Agilis Partners
Massachusetts
$1.75M
PFS
434
Prospera Financial Services
Texas
$1.74M +$107K +991 +7%
PNC
435
Park National Corp
Ohio
$1.69M +$653K +6,039 +63%
FPCP
436
Fort Point Capital Partners
California
$1.69M +$155K +1,436 +10%
WCWM
437
Wooster Corthell Wealth Management
Connecticut
$1.69M -$16.5K -153 -1%
VWA
438
Visionary Wealth Advisors
Illinois
$1.68M +$1.68M +15,497 New
SSWM
439
Sheets Smith Wealth Management
North Carolina
$1.63M +$60.9K +563 +4%
PCIA
440
Prime Capital Investment Advisors
Kansas
$1.62M -$14.1K -130 -0.9%
YDMI
441
Y.D. More Investments
Israel
$1.62M +$1.62M +14,942 +22,988%
RCM
442
Rivernorth Capital Management
Florida
$1.62M
AWM
443
Alterna Wealth Management
Texas
$1.61M
FFA
444
Founders Financial Alliance
North Carolina
$1.59M -$18.2K -168 -1%
WEG
445
World Equity Group
Illinois
$1.59M -$48.4M -447,511 -97%
TCM
446
Traynor Capital Management
Pennsylvania
$1.59M -$55.3K -511 -3%
AIA
447
Arrow Investment Advisors
Maryland
$1.58M -$163K -1,504 -9%
SEIA
448
Signature Estate & Investment Advisors
California
$1.58M -$109K -1,009 -6%
QPWM
449
Quadrant Private Wealth Management
Pennsylvania
$1.57M +$96K +888 +7%
IFO
450
Independent Family Office
New York
$1.56M -$108K -1,000 -6%