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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 %
WI
676
Wintrust Investments
Illinois
$450K -$33.1K -324 -7%
AFC
677
AFT Forsyth & Company
Florida
$448K -$3.27K -32 -0.7%
ECG
678
EPIQ Capital Group
California
$446K +$4.59K +45 +1%
PS
679
Planned Solutions
California
$443K
HCA
680
Harbour Capital Advisors
Virginia
$440K -$4.59K -45 -1%
SC
681
Sierra Capital
Florida
$438K
RW
682
Regimen Wealth
Georgia
$429K +$429K +4,209 New
WP
683
WealthPLAN Partners
Nebraska
$428K -$4.49K -44 -1%
TWP
684
Tempus Wealth Planning
California
$426K +$29.3K +287 +7%
NL
685
NWAM LLC
Washington
$425K -$1.25M -12,276 -75%
AAA
686
Adams Asset Advisors
Texas
$423K -$21.4K -210 -5%
HCP
687
Hexagon Capital Partners
Arkansas
$420K -$37.3K -366 -8%
PMAM
688
Picton Mahoney Asset Management
Ontario, Canada
$418K +$414K +4,060 +10,150%
CFG
689
Cooper Financial Group
California
$418K +$418K +4,093 New
ATPW
690
Ashton Thomas Private Wealth
Arizona
$410K -$192K -1,881 -32%
VVP
691
Venture Visionary Partners
Ohio
$408K -$422K -4,135 -51%
AAM
692
Advisors Asset Management
Colorado
$405K +$111K +1,088 +38%
SCM
693
Spreng Capital Management
Ohio
$403K -$55.1K -540 -12%
KBC
694
Key Bridge Compliance
$403K +$403K +3,951 New
HWA
695
HCR Wealth Advisors
California
$399K -$168K -1,650 -30%
RA
696
Rockingstone Advisors
Massachusetts
$396K -$47.5K -466 -11%
SB
697
Strategic Blueprint
Georgia
$394K +$35.1K +344 +10%
PFM
698
Phillips Financial Management
Indiana
$394K -$102 -1 -0%
CPRC
699
Consolidated Portfolio Review Corp
New York
$392K +$1.33K +13 +0.3%
ICM
700
IMS Capital Management
Oregon
$388K