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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 %
JWCA
526
J.W. Cole Advisors
Florida
$1.04M -$230K -2,254 -18%
SS
527
Sunbelt Securities
Texas
$1.04M +$389K +3,816 +60%
VAG
528
VisionPoint Advisory Group
Texas
$1.04M +$877K +8,593 +552%
EAM
529
Eukles Asset Management
Ohio
$1.04M +$35.5K +348 +4%
PCM
530
Parsons Capital Management
Rhode Island
$1.03M -$3.98K -39 -0.4%
PTC
531
Private Trust Company
Ohio
$1.02M +$222K +2,173 +28%
PIMG
532
Patriot Investment Management Group
Tennessee
$1.02M -$129K -1,263 -11%
AFG
533
Atomi Financial Group
New York
$1.02M +$1.02M +9,993 New
KFS
534
Kaizen Financial Strategies
California
$998K +$292K +2,859 +41%
HW
535
Hancock Whitney
Mississippi
$992K -$1.21M -11,842 -55%
CCFM
536
Clear Creek Financial Management
Washington
$983K +$471K +4,618 +92%
D
537
Diversified
Delaware
$978K -$49.5K -485 -5%
VST
538
Van Strum & Towne
California
$975K -$91K -892 -9%
OFG
539
Omega Financial Group
California
$974K -$74.4K -729 -7%
RB
540
Renasant Bank
Mississippi
$962K +$107K +1,051 +13%
SG
541
Sharper & Granite
California
$959K -$38.8K -380 -4%
WIA
542
World Investment Advisors
California
$947K +$947K +9,278 New
SCA
543
Snowden Capital Advisors
New York
$941K -$459K -4,502 -33%
TWM
544
Tradition Wealth Management
Minnesota
$936K +$892K +8,748 +2,044%
GRP
545
Global Retirement Partners
California
$932K -$192K -1,915 -17%
SR
546
Syntax Research
Florida
$909K +$909K +8,907 New
RG
547
Rathbones Group
United Kingdom
$904K +$904K +8,859 New
CIA
548
Compass Ion Advisors
Pennsylvania
$899K +$899K +8,809 New
RJT
549
Raymond James Trust
Florida
$897K -$43.7K -428 -5%
FHA
550
First Horizon Advisors
Tennessee
$895K +$590K +5,783 +194%