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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 %
RSWM
701
Robertson Stephens Wealth Management
California
$386K +$386K +3,788 New
Vanguard Group
702
Vanguard Group
Pennsylvania
$384K -$382M -3,746,240 -100%
MSAGDF
703
Moneda SA Administradora General de Fondos
Chile
$379K
TI
704
tru Independence
Oregon
$379K -$74.6K -731 -16%
FFA
705
Fragasso Financial Advisors
Pennsylvania
$377K +$135K +1,322 +56%
SAM
706
Sawgrass Asset Management
Florida
$373K
PFA
707
Pettinga Financial Advisors
Indiana
$371K +$371K +3,639 New
SW
708
SlateStone Wealth
Florida
$368K +$45.1K +442 +14%
GCM
709
Graham Capital Management
Connecticut
$367K -$4.87M -47,700 -93%
SW
710
SVB Wealth
Massachusetts
$365K -$594K -5,825 -62%
CCM
711
Ciovacco Capital Management
Georgia
$365K -$161K -1,582 -31%
JPLA
712
Joseph P. Lucia & Associates
New York
$364K +$36.7K +360 +11%
RFP
713
RCS Financial Planning
Maryland
$357K +$357K +3,499 New
HA
714
Herold Advisors
New York
$355K +$1.84K +18 +0.5%
HTC
715
Haverford Trust Company
Pennsylvania
$352K
FF
716
Fluent Financial
Texas
$351K +$26.1K +256 +8%
GVAG
717
Great Valley Advisor Group
Delaware
$346K +$25.8K +253 +8%
CWP
718
Cyndeo Wealth Partners
Florida
$345K +$36.3K +356 +12%
1SB
719
1ST Source Bank
Indiana
$345K
BB
720
Busey Bank
Illinois
$342K -$190K -1,859 -36%
CGF
721
Constant Guidance Financial
Massachusetts
$342K +$342K +3,393 New
CAP
722
Columbia Advisory Partners
Washington
$340K +$142K +1,393 +72%
IP
723
Ignite Planners
California
$338K +$1.6K +16 +0.5%
PF
724
Phoenix Financial
Israel
$337K +$337K +3,305 New
FPAS
725
Focus Partners Advisor Solutions
Missouri
$336K +$46.8K +459 +16%