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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 %
PPC
526
Park Place Capital
Alabama
$1.02M -$41.3K -382 -4%
Thrivent Financial for Lutherans
527
Thrivent Financial for Lutherans
Minnesota
$1.01M +$111K +1,029 +12%
EH
528
EMG Holdings
Connecticut
$1,000K +$1,000K +9,244 New
APWA
529
Atlas Private Wealth Advisors
New Jersey
$999K +$421K +3,892 +73%
RJT
530
Raymond James Trust
Florida
$997K -$56.1K -519 -5%
KC
531
Kepos Capital
New York
$984K +$984K +9,100 New
GIA
532
Gladstone Institutional Advisory
Florida
$976K -$43.9K -406 -4%
KTC
533
Kistler-Tiffany Companies
Pennsylvania
$969K +$942K +8,714 +3,486%
AWA
534
Arete Wealth Advisors
Illinois
$958K -$34.9K -323 -4%
DWA
535
Dorsey Wright & Associates
California
$951K -$86.7K -802 -8%
AFO
536
Allie Family Office
Florida
$950K +$49.7K +460 +6%
SWIM
537
Smallwood Wealth Investment Management
New Jersey
$947K
Empower Advisory Group
538
Empower Advisory Group
Colorado
$945K -$1.37M -12,696 -59%
MPPLM
539
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$945K -$62.7K -580 -6%
TAM
540
Titleist Asset Management
Texas
$933K +$933K +8,632 New
FNBT
541
FineMark National Bank & Trust
Florida
$930K +$3.57K +33 +0.4%
BCP
542
Blackhawk Capital Partners
Wisconsin
$928K -$1.1M -10,152 -54%
IHL
543
Investment House LLC
California
$921K
GSEP
544
Golden State Equity Partners
California
$912K -$887K -8,204 -49%
BF
545
BOK Financial
Oklahoma
$912K -$1.35M -12,462 -60%
PCM
546
Palouse Capital Management
Washington
$909K +$168K +1,453 +23%
RB
547
Renasant Bank
Mississippi
$906K -$41.3K -382 -4%
CWM
548
Cornerstone Wealth Management
Missouri
$904K -$16.2K -150 -2%
SWP
549
Summit Wealth Partners
Florida
$903K -$281K -2,594 -24%
BBHC
550
Brown Brothers Harriman & Co
New York
$901K +$53.2K +492 +6%