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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 %
SSWM
451
Sheets Smith Wealth Management
North Carolina
$1.54M +$4.49K +44 +0.3%
WCWM
452
Wooster Corthell Wealth Management
Connecticut
$1.53M -$60K -588 -4%
BHB
453
Bank Hapoalim BM
Israel
$1.52M -$283K
BI
454
Ballast Inc
Kentucky
$1.5M +$31K +304 +2%
FFA
455
Founders Financial Alliance
North Carolina
$1.48M -$21.9K -215 -1%
CA
456
CV Advisors
Florida
$1.47M +$107K +1,045 +8%
LSPW
457
Lake Street Private Wealth
Illinois
$1.47M -$1.39M -13,611 -49%
IFO
458
Independent Family Office
New York
$1.47M
MSL
459
Mackay Shields LLC
New York
$1.46M
JCM
460
Jacobi Capital Management
Pennsylvania
$1.46M +$71.3K +699 +5%
WANY
461
Wealthspire Advisors (New York)
New York
$1.45M +$155K +1,519 +12%
PCIA
462
Prime Capital Investment Advisors
Kansas
$1.43M -$99.5K -975 -6%
AIA
463
Arrow Investment Advisors
Maryland
$1.42M -$71.3K -699 -5%
QPWM
464
Quadrant Private Wealth Management
Pennsylvania
$1.41M -$70K -686 -5%
TCM
465
Traynor Capital Management
Pennsylvania
$1.41M -$90.6K -888 -6%
William Blair & Company
466
William Blair & Company
Illinois
$1.4M +$156K +1,528 +13%
RAM
467
Riggs Asset Management
Pennsylvania
$1.39M -$1.62M -15,889 -54%
AWM
468
Apollon Wealth Management
South Carolina
$1.39M -$75.3K -738 -5%
CWS
469
Cypress Wealth Services
California
$1.37M +$1.37M +13,468 New
W
470
WealthOne
New York
$1.37M -$624K -6,121 -31%
Lido Advisors
471
Lido Advisors
California
$1.37M +$36.3K +356 +3%
PPC
472
Park Place Capital
Alabama
$1.37M +$408K +4,003 +43%
NSIM
473
North Star Investment Management
Illinois
$1.36M -$19.3K -189 -1%
CGH
474
CMG Global Holdings
Texas
$1.36M +$1.94K +19 +0.1%
FFA
475
Farther Finance Advisors
California
$1.35M +$1.27M +12,484 +1,744%