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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 %
CAMG
651
CWA Asset Management Group
Florida
$531K -$52.3K -484 -9%
JIR
652
James Investment Research
Ohio
$522K -$10.8K -100 -2%
PSCM
653
Per Stirling Capital Management
Texas
$522K +$9.84K +91 +2%
MLM
654
Mount Lucas Management
Pennsylvania
$518K +$518K +4,789 New
EB
655
Exchange Bank
California
$517K +$517K +4,777 New
FW
656
FirstPurpose Wealth
Utah
$516K -$2.16K -20 -0.4%
WI
657
Wintrust Investments
Illinois
$512K -$1.58M -14,615 -76%
Brown Advisory
658
Brown Advisory
Maryland
$512K +$53.3K +493 +12%
WQ
659
Wealth Quarterback
New Jersey
$511K -$99.9K -924 -16%
CF
660
Cantor Fitzgerald
New York
$511K -$23.1K -214 -4%
FCAM
661
First Citizens Asset Management
North Carolina
$509K -$8.54K -79 -2%
SFC
662
SYM Financial Corp
Indiana
$500K +$187K +1,733 +60%
OP
663
ORG Partners
Indiana
$500K +$500K +4,627 New
SCM
664
Spreng Capital Management
Ohio
$486K -$12.1K -112 -2%
HCP
665
Hexagon Capital Partners
Arkansas
$485K -$4.43K -41 -0.9%
PPP
666
Private Portfolio Partners
New Jersey
$484K +$22.8K +211 +5%
BFG
667
Buttonwood Financial Group
Missouri
$483K +$483K +4,477 New
TI
668
tru Independence
Oregon
$481K -$40K -370 -8%
RFN
669
RDA Financial Network
Iowa
$479K +$37.2K +344 +8%
AFC
670
AFT Forsyth & Company
Florida
$478K -$57K -527 -11%
CAG
671
Crestwood Advisors Group
Massachusetts
$477K -$21.6K -200 -4%
AAA
672
Adams Asset Advisors
Texas
$471K -$53K -490 -10%
RA
673
Rockingstone Advisors
Massachusetts
$470K +$9.62K +89 +2%
PS
674
Planned Solutions
California
$469K
RG
675
Retirement Group
California
$469K -$4K -37 -0.8%