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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 %
AF
476
Allworth Financial
California
$1.33M +$182K +1,785 +16%
NAM
477
Nationwide Asset Management
Ohio
$1.33M
AFO
478
Allie Family Office
Florida
$1.33M +$433K +4,240 +48%
DI
479
DFPG Investments
Utah
$1.32M +$605K +5,951 +84%
CGFA
480
Colton Groome Financial Advisors
North Carolina
$1.32M +$66.7K +654 +5%
TPWA
481
TRUE Private Wealth Advisors
Oregon
$1.32M +$596K +5,839 +82%
PPWP
482
Proquility Private Wealth Partners
Nevada
$1.32M -$2.65K -26 -0.2%
WEG
483
World Equity Group
Illinois
$1.31M -$193K -1,894 -13%
CIAS
484
CFS Investment Advisory Services
New Jersey
$1.3M +$1.3M +12,735 New
ECM
485
Exchange Capital Management
Michigan
$1.29M -$39.1K -383 -3%
CCM
486
Crabel Capital Management
California
$1.28M -$4.4M -43,163 -77%
GCM
487
Greenland Capital Management
New York
$1.28M
WFAG
488
Worth Financial Advisory Group
North Carolina
$1.27M +$81K +794 +7%
CFP
489
Cypress Financial Planning
New Jersey
$1.27M +$112K +1,094 +10%
CTA
490
Chesley Taft & Associates
Illinois
$1.26M +$1.26M +12,375 New
VF
491
VitalStone Financial
Texas
$1.26M +$1.26M +12,294 New
CWM
492
Centurion Wealth Management
Virginia
$1.25M +$1.25M +12,255 New
LFAS
493
Level Four Advisory Services
Texas
$1.25M -$12K -118 -1%
LWANC
494
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.25M +$140K +1,368 +13%
CBC
495
Coombe, Bender & Co
New York
$1.24M +$164K +1,609 +15%
BL
496
BCWM LLC
Kansas
$1.24M +$21.8K +214 +2%
KWS
497
Keystone Wealth Services
California
$1.24M +$1.24M +12,174 New
Invesco
498
Invesco
Georgia
$1.24M
SLF
499
Sun Life Financial
Ontario, Canada
$1.23M -$8.38M -82,000 -87%
CMI
500
Clare Market Investments
Texas
$1.21M -$226K -2,211 -16%