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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 %
FCBT
601
First Citizens Bank & Trust
North Carolina
$699K +$4.29K +42 +0.6%
FPCP
602
Fort Point Capital Partners
California
$693K -$906K -8,878 -57%
GCL
603
Gouws Capital LLC
North Carolina
$690K -$54.6K -535 -7%
IFPL
604
Investments & Financial Planning LLC
Kentucky
$685K +$4.39K +43 +0.6%
MSFS
605
Main Street Financial Solutions
Pennsylvania
$662K -$33.6K -329 -5%
CHC
606
City Holding Co
West Virginia
$658K -$45.3K -444 -6%
MAP
607
Milestone Advisory Partners
North Carolina
$651K
PWP
608
Perfromance Wealth Partners
Illinois
$651K -$137K -1,339 -17%
HPM
609
Hoxton Planning & Management
West Virginia
$648K +$648K +6,349 New
PP
610
Prosperity Planning
Missouri
$644K -$625K
AWM
611
Avaii Wealth Management
Wisconsin
$642K -$6.43K -63 -1%
LA
612
LexAurum Advisors
Kansas
$634K +$634K +6,212 New
Mercer Global Advisors
613
Mercer Global Advisors
Colorado
$628K -$1.93M -18,945 -75%
CAM
614
Cidel Asset Management
Ontario, Canada
$624K -$662K -6,118 Closed
PA
615
Pinnacle Associates
New York
$624K +$7.24K +71 +1%
MCWS
616
McKinley Carter Wealth Services
West Virginia
$624K -$86.4K -847 -12%
PAA
617
Peregrine Asset Advisers
Oregon
$623K +$623K +6,103 New
AFP
618
Ausdal Financial Partners
Iowa
$622K -$82.8K -812 -12%
JEST
619
JTC Employer Solutions Trustee
Jersey
$620K
APP
620
Avantax Planning Partners
Iowa
$620K -$120K -1,180 -16%
MWA
621
Moser Wealth Advisors
Washington
$605K -$35.7K -350 -6%
CG
622
Cynosure Group
Utah
$603K +$603K +5,914 New
AFC
623
Adaptive Financial Consulting
Ohio
$597K -$32.7K -320 -5%
MMA
624
Miracle Mile Advisors
California
$596K -$40.7K -399 -6%
WWP
625
WR Wealth Planners
Missouri
$593K +$200K +1,962 +51%