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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 %
SWA
551
Sutton Wealth Advisors
Florida
$898K -$60.2K -557 -6%
PP
552
Paloma Partners
Connecticut
$894K -$10.7M -98,746 -92%
4FG
553
4Thought Financial Group
New York
$887K -$61.8K -571 -7%
VVP
554
Venture Visionary Partners
Ohio
$879K +$24.4K +226 +3%
WPC
555
White Pine Capital
Minnesota
$871K -$82.9K -767 -9%
Wolverine Trading
556
Wolverine Trading
Illinois
$869K +$869K +8,091 New
PCS
557
Personal CFO Solutions
New Jersey
$861K -$6.27K -58 -0.7%
PCA
558
Prosperity Capital Advisors
Ohio
$856K +$856K +7,917 New
EFM
559
E Fund Management
China
$854K
EFMH
560
E Fund Management (HK)
Hong Kong
$854K
PTC
561
Private Trust Company
Ohio
$851K +$5.73K +53 +0.7%
PA
562
PFG Advisors
Arizona
$842K -$76K -703 -8%
APWM
563
Argonautica Private Wealth Management
Massachusetts
$826K -$100K -928 -11%
PWP
564
Perfromance Wealth Partners
Illinois
$824K -$65.2K -611 -7%
WA
565
Win Advisors
Florida
$816K
TLFA
566
True Link Financial Advisors
California
$811K
Capstone Investment Advisors
567
Capstone Investment Advisors
New York
$811K +$811K +7,500 New
TL
568
Tradewinds LLC
North Carolina
$808K +$42.9K +397 +6%
TF
569
Tompkins Financial
New York
$796K -$4.43K -41 -0.6%
SG
570
StoneX Group
New York
$793K +$11.8K +109 +2%
GCL
571
Gouws Capital LLC
North Carolina
$790K +$113K +1,045 +17%
RI
572
Ridgewood Investments
New Jersey
$786K +$93.3K +863 +13%
GM
573
GeoWealth Management
Illinois
$786K +$575K +5,321 +272%
APP
574
Avantax Planning Partners
Iowa
$785K -$54.4K -503 -6%
MC
575
Moors & Cabot
Massachusetts
$784K +$246K +2,274 +46%