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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 %
BF
626
BOK Financial
Oklahoma
$590K -$246K -2,483 -29%
BPC
627
Banque Pictet & Cie
Switzerland
$588K -$21.9K -215 -4%
AFAS
628
Acorn Financial Advisory Services
Virginia
$587K +$275K +2,719 +88%
AR
629
Apeiron RIA
Texas
$584K +$584K +5,722 New
NEPPG
630
New England Professional Planning Group
Rhode Island
$583K +$26.8K +263 +5%
KFP
631
KMG Fiduciary Partners
Ohio
$583K -$125K -1,222 -18%
JIR
632
James Investment Research
Ohio
$579K +$86.5K +848 +18%
SL
633
SWMG LLC
Texas
$577K +$577K +5,657 New
EWM
634
Evercore Wealth Management
New York
$571K
SWM
635
Silverlake Wealth Management
Vermont
$571K +$161K +1,583 +39%
Empower Advisory Group
636
Empower Advisory Group
Colorado
$563K -$328K -3,214 -37%
AWE
637
Avidian Wealth Enterprises
Texas
$563K +$188K +1,840 +50%
AI
638
AXS Investments
New York
$561K -$1.33M -13,000 -70%
IBOK
639
Independence Bank of Kentucky
Kentucky
$557K -$4.39K -43 -0.8%
PGFC
640
Peapack-Gladstone Financial Corp
New Jersey
$556K -$2.35M -23,023 -81%
ACP
641
Aveo Capital Partners
Colorado
$553K +$12.5K +123 +2%
BCM
642
Beaumont Capital Management
Massachusetts
$543K -$2.38M -23,327 -81%
WT
643
Whittier Trust
California
$542K -$25.1K -246 -4%
AA
644
Alesco Advisors
New York
$541K
CW
645
Channel Wealth
California
$540K -$484K -4,748 -47%
GCA
646
Gradient Capital Advisors
California
$540K -$47.6K -467 -8%
MWM
647
Modera Wealth Management
New Jersey
$533K +$20.9K +205 +4%
NAM
648
NTV Asset Management
West Virginia
$533K -$83.6K -819 -14%
IPW
649
Intergy Private Wealth
Colorado
$529K +$25.5K +250 +5%
CFD
650
Creative Financial Designs
Indiana
$520K +$204 +2 +0%