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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 %
TPWA
576
TRUE Private Wealth Advisors
Oregon
$768K +$1.41K +13 +0.2%
DI
577
DFPG Investments
Utah
$765K +$270K +2,489 +55%
DCM
578
DGS Capital Management
New Jersey
$760K +$760K +7,027 New
GC
579
Gilbert & Cook
Iowa
$759K -$492K -4,554 -39%
TIA
580
Tiemann Investment Advisors
California
$757K -$541 -5 -0.1%
1CP
581
1607 Capital Partners
Virginia
$757K
MCWS
582
McKinley Carter Wealth Services
West Virginia
$753K -$94.1K -870 -11%
KFP
583
KMG Fiduciary Partners
Ohio
$750K -$186K -1,724 -20%
AFP
584
Ausdal Financial Partners
Iowa
$747K -$316K -2,923 -30%
DJYG
585
David J. Yvars Group
Florida
$746K +$102K +940 +16%
CHC
586
City Holding Co
West Virginia
$746K -$62.2K -575 -8%
KFS
587
Kaizen Financial Strategies
California
$745K +$2.37K +22 +0.3%
HT
588
Heritage Trust
Oklahoma
$738K +$134K +1,235 +22%
MSFS
589
Main Street Financial Solutions
Pennsylvania
$737K +$2.92K +27 +0.4%
FCBT
590
First Citizens Bank & Trust
North Carolina
$736K +$363K +3,356 +97%
ACA
591
Aptus Capital Advisors
Alabama
$727K +$60.3K +558 +9%
WP
592
WealthShield Partners
North Carolina
$724K +$192K +1,776 +36%
IFPL
593
Investments & Financial Planning LLC
Kentucky
$722K -$54.3K -502 -7%
SFA
594
Source Financial Advisors
New York
$703K +$5.84K +54 +0.8%
MAM
595
MMA Asset Management
Pennsylvania
$698K -$5.52K -51 -0.8%
MAP
596
Milestone Advisory Partners
North Carolina
$690K
SS
597
Sunbelt Securities
Texas
$690K +$233K +2,151 +51%
AWM
598
Avaii Wealth Management
Wisconsin
$687K +$687K +6,354 New
SFS
599
Security Financial Services
Indiana
$685K -$194K -1,798 -22%
MWA
600
Moser Wealth Advisors
Washington
$679K +$679K +6,280 New