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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 %
AWM
451
Apollon Wealth Management
South Carolina
$1.55M +$195K +1,804 +14%
BI
452
Ballast Inc
Kentucky
$1.55M +$23.6K +218 +2%
MSL
453
Mackay Shields LLC
New York
$1.54M
MWM
454
McNaughton Wealth Management
California
$1.54M -$1.18M -10,909 -43%
CMI
455
Clare Market Investments
Texas
$1.52M -$77K -712 -5%
Simplex Trading
456
Simplex Trading
Illinois
$1.49M +$1.49M +13,790 New
CA
457
Claro Advisors
Massachusetts
$1.49M +$1.06M +9,783 +245%
SCA
458
Snowden Capital Advisors
New York
$1.48M +$90.4K +836 +6%
MOS
459
MGO One Seven
Ohio
$1.47M -$650K -6,008 -31%
JCM
460
Jacobi Capital Management
Pennsylvania
$1.47M +$57K +527 +4%
NSIM
461
North Star Investment Management
Illinois
$1.46M -$22.9K -212 -2%
CA
462
CV Advisors
Florida
$1.45M -$216 -2 -0%
RA
463
RFG Advisory
Alabama
$1.45M +$657K +6,074 +83%
CGH
464
CMG Global Holdings
Texas
$1.43M -$4.76K -44 -0.3%
SOS
465
Silver Oak Securities
Tennessee
$1.43M +$263K +2,436 +22%
IIA
466
IPG Investment Advisors
California
$1.42M -$87.2K -806 -6%
Lido Advisors
467
Lido Advisors
California
$1.41M +$214K +1,980 +18%
ECM
468
Exchange Capital Management
Michigan
$1.41M -$126K -1,165 -8%
NAM
469
Nationwide Asset Management
Ohio
$1.4M
PPWP
470
Proquility Private Wealth Partners
Nevada
$1.4M +$5.84K +54 +0.4%
WANY
471
Wealthspire Advisors (New York)
New York
$1.38M -$127K -1,178 -8%
PGF
472
Plan Group Financial
Oklahoma
$1.37M +$1.37M +12,688 New
FTCM
473
Fir Tree Capital Management
New York
$1.35M
GCM
474
Greenland Capital Management
New York
$1.35M
JWCA
475
J.W. Cole Advisors
Florida
$1.35M -$557K -5,155 -29%