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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 %
HCA
676
Harbour Capital Advisors
Virginia
$468K +$50.5K +470 +12%
ECG
677
EPIQ Capital Group
California
$468K +$5.08K +47 +1%
SC
678
Sierra Capital
Florida
$464K -$3.14K -29 -0.7%
CAS
679
Coppell Advisory Solutions
Texas
$461K -$1.38M -12,850 -75%
BIP
680
Blueprint Investment Partners
North Carolina
$461K +$461K +4,263 New
WP
681
WealthPLAN Partners
Nebraska
$459K -$32.6K -301 -7%
CBFP
682
Cedar Brook Financial Partners
Ohio
$458K -$69.1K -639 -13%
FPGK
683
Financial Partners Group (Kansas)
Kansas
$448K +$189K +1,788 +73%
SAM
684
Strategy Asset Managers
California
$435K -$9.19K -85 -2%
SWM
685
Silverlake Wealth Management
Vermont
$434K +$74.8K +692 +21%
FMTC
686
Farmers & Merchants Trust Company
California
$431K +$431K +3,984 New
SWRP
687
Summit Wealth & Retirement Planning
California
$425K -$107K -989 -20%
TWP
688
Tempus Wealth Planning
California
$420K -$433 -4 -0.1%
Koshinski Asset Management
689
Koshinski Asset Management
Illinois
$420K -$162K -1,500 -28%
MFA
690
Mayflower Financial Advisors
Massachusetts
$420K -$433 -4 -0.1%
PFM
691
Phillips Financial Management
Indiana
$417K -$28.2K -261 -6%
WWP
692
WR Wealth Planners
Missouri
$416K -$53.7K -497 -11%
CPRC
693
Consolidated Portfolio Review Corp
New York
$415K +$1.73K +16 +0.4%
MTC
694
Matrix Trust Company
Colorado
$413K -$132K -1,220 -24%
ICM
695
IMS Capital Management
Oregon
$411K
LFA
696
LGT Financial Advisors
Texas
$410K +$410K +3,792 New
FCM
697
Fortis Capital Management
Washington
$409K -$102K -946 -20%
MSAGDF
698
Moneda SA Administradora General de Fondos
Chile
$402K
MRC
699
Millburn Ridgefield Corp
New York
$402K +$139K +1,286 +53%
AF
700
Apexium Financial
Texas
$398K +$433 +4 +0.1%