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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 %
LFAS
476
Level Four Advisory Services
Texas
$1.34M +$18.2K +168 +1%
CGFA
477
Colton Groome Financial Advisors
North Carolina
$1.33M -$376K -3,475 -22%
GS
478
GTS Securities
New York
$1.33M +$1.33M +12,253 New
SW
479
SteelPeak Wealth
California
$1.32M +$245K +2,269 +23%
William Blair & Company
480
William Blair & Company
Illinois
$1.32M -$62.4K -577 -5%
Invesco
481
Invesco
Georgia
$1.31M
TCA
482
Transcend Capital Advisors
New Jersey
$1.3M +$818K +7,564 +171%
BL
483
BCWM LLC
Kansas
$1.29M +$382K +3,530 +42%
Fidelity International
484
Fidelity International
Bermuda
$1.29M +$5.08K +47 +0.4%
CA
485
Cambridge Advisors
Nebraska
$1.28M -$29.8K -276 -2%
BWP
486
Balboa Wealth Partners
Arizona
$1.28M +$1.28M +11,793 New
WFAG
487
Worth Financial Advisory Group
North Carolina
$1.26M +$4.76K +44 +0.4%
SWM
488
Spire Wealth Management
Virginia
$1.26M +$505K +4,670 +67%
WCM
489
Wunderlich Capital Managemnt
Tennessee
$1.25M -$75.7K -700 -6%
FFN
490
Focus Financial Network
Minnesota
$1.25M -$57.6K -533 -4%
AF
491
Allworth Financial
California
$1.22M +$41.6K +385 +4%
PIMG
492
Patriot Investment Management Group
Tennessee
$1.22M -$67.7K -626 -5%
CFP
493
Cypress Financial Planning
New Jersey
$1.22M -$30K -279 -2%
GRP
494
Global Retirement Partners
California
$1.21M -$821K -7,589 -40%
B
495
Bellecapital
Switzerland
$1.21M +$17K +157 +1%
NCM
496
Neumann Capital Management
California
$1.2M +$10.7K +99 +0.9%
ASFA
497
All Season Financial Advisors
Colorado
$1.2M -$4.34M -40,102 -78%
Kovitz Investment Group Partners
498
Kovitz Investment Group Partners
Illinois
$1.19M -$51.9K -480 -4%
GTAM
499
Global Trust Asset Management
Florida
$1.19M -$29.7K -275 -2%
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$4.33K +40 +0.4%