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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 %
SWIM
551
Smallwood Wealth Investment Management
New Jersey
$893K
FNBT
552
FineMark National Bank & Trust
Florida
$893K +$15K +147 +2%
GSEP
553
Golden State Equity Partners
California
$887K +$26.8K +263 +3%
BS
554
Banco Santander
Spain
$885K -$5.19M -50,913 -85%
IHL
555
Investment House LLC
California
$869K
MPPLM
556
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$869K -$22.3K -219 -3%
SW
557
Simplicity Wealth
New Jersey
$859K +$859K +8,422 New
WAS
558
Wealth Advisory Solutions
Indiana
$846K +$846K +7,958 New
APWA
559
Atlas Private Wealth Advisors
New Jersey
$845K -$97.1K -952 -10%
TF
560
Tompkins Financial
New York
$844K +$92.3K +905 +12%
OWA
561
One Wealth Advisors
California
$825K -$1.38M -13,515 -63%
APWM
562
Argonautica Private Wealth Management
Massachusetts
$818K +$38.4K +376 +5%
TCA
563
Transcend Capital Advisors
New Jersey
$817K -$407K -3,986 -33%
PA
564
PFG Advisors
Arizona
$816K +$22.3K +219 +3%
AFO
565
Arrowroot Family Office
California
$809K +$179K +1,757 +28%
EFMH
566
E Fund Management (HK)
Hong Kong
$806K
EFM
567
E Fund Management
China
$806K
TIA
568
Traphagen Investment Advisors
New Jersey
$804K -$1.06M -10,358 -57%
CWM
569
Certus Wealth Management
California
$794K +$275K +2,694 +53%
DE
570
Day & Ennis
Georgia
$792K +$521K +5,108 +192%
ML
571
McAdam LLC
Pennsylvania
$792K +$162K +1,589 +26%
PCM
572
Palouse Capital Management
Washington
$791K -$10K -98 -1%
BBHC
573
Brown Brothers Harriman & Co
New York
$786K -$64.2K -629 -8%
LA
574
Lane & Associates
New Jersey
$780K +$780K +7,649 New
BFG
575
Berger Financial Group
Minnesota
$775K +$550K +5,394 +245%