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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 %
JC
501
JB Capital
Connecticut
$1.17M +$125K +1,157 +12%
NSB
502
Norway Savings Bank
Maine
$1.16M -$90.3K -835 -7%
EWA
503
Etesian Wealth Advisors
Oregon
$1.16M -$38.6K -357 -3%
CBC
504
Coombe, Bender & Co
New York
$1.14M +$17.7K +164 +2%
SAG
505
SageView Advisory Group
California
$1.14M -$1.84M -17,058 -62%
VST
506
Van Strum & Towne
California
$1.13M +$43.8K +405 +4%
CCG
507
Cypress Capital Group
Florida
$1.13M -$210K -1,945 -16%
PWP
508
Private Wealth Partners
California
$1.12M
LNB
509
Ledyard National Bank
$1.12M -$6.71K -62 -0.6%
RPCA
510
Running Point Capital Advisors
California
$1.12M +$55.4K +512 +5%
OFG
511
Omega Financial Group
California
$1.11M -$57.6K -533 -5%
IWA
512
Intercontinental Wealth Advisors
Texas
$1.11M +$216 +2 +0%
LNC
513
Lincoln National Corp
Pennsylvania
$1.1M +$48.7K +450 +5%
PCM
514
Parsons Capital Management
Rhode Island
$1.1M +$2.27K +21 +0.2%
D
515
Diversified
Delaware
$1.09M +$431K +3,989 +66%
CW
516
Channel Wealth
California
$1.09M -$501K -4,635 -32%
Allianz Asset Management
517
Allianz Asset Management
Germany
$1.08M +$1.08M +10,000 New
IPW
518
Impact Partnership Wealth
Georgia
$1.08M +$1.08M +9,969 New
CA
519
Continuum Advisory
Idaho
$1.06M -$258K -2,390 -20%
EAM
520
Eukles Asset Management
Ohio
$1.06M -$8.76K -81 -0.8%
SG
521
Sharper & Granite
California
$1.06M -$21.6K -200 -2%
JSL
522
JT Stratford LLC
Georgia
$1.05M +$24.7K +228 +2%
SBH
523
Segall Bryant & Hamill
Illinois
$1.03M -$4.87K -45 -0.5%
JWM
524
Jessup Wealth Management
Ohio
$1.02M -$232K -2,148 -19%
SW
525
SVB Wealth
Massachusetts
$1.02M +$464K +4,293 +84%