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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 %
AWA
576
Arete Wealth Advisors
Illinois
$775K -$129K -1,262 -14%
TLFA
577
True Link Financial Advisors
California
$765K
IAIM
578
International Assets Investment Management
Florida
$764K +$129K +1,267 +20%
WJWM
579
Williams Jones Wealth Management
New York
$759K +$759K +7,444 New
SAG
580
SageView Advisory Group
California
$756K -$317K -3,105 -30%
TL
581
Tradewinds LLC
North Carolina
$746K -$15.9K -156 -2%
AF
582
Advisornet Financial
Minnesota
$746K +$111K +1,085 +17%
CFG
583
Cosner Financial Group
Colorado
$745K -$15.5M -152,107 -95%
DJYG
584
David J. Yvars Group
Florida
$744K +$40.3K +395 +6%
MC
585
Moors & Cabot
Massachusetts
$743K +$3.47K +34 +0.5%
RI
586
Ridgewood Investments
New Jersey
$740K -$1.53K -15 -0.2%
GA
587
Greytown Advisors
Florida
$738K +$738K +7,231 New
SG
588
StoneX Group
New York
$736K -$12.8K -125 -2%
CA
589
Continuum Advisory
Idaho
$730K -$274K -2,681 -27%
HT
590
Heritage Trust
Oklahoma
$727K +$30.5K +299 +4%
CC
591
Copperleaf Capital
North Carolina
$723K +$723K +7,085 New
SWA
592
Sutton Wealth Advisors
Florida
$722K -$125K -1,225 -15%
CCG
593
Cypress Capital Group
Florida
$721K -$344K -3,374 -32%
TIA
594
Tiemann Investment Advisors
California
$714K
1CP
595
1607 Capital Partners
Virginia
$714K
GIA
596
Gladstone Institutional Advisory
Florida
$708K -$213K -2,088 -23%
SWP
597
Summit Wealth Partners
Florida
$704K -$148K -1,450 -17%
SOS
598
Silver Oak Securities
Tennessee
$700K -$654K -6,407 -48%
WPC
599
White Pine Capital
Minnesota
$699K -$122K -1,200 -15%
IA
600
Icon Advisers
Colorado
$699K +$699K +6,900 New