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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 %
FF
726
Fluent Financial
Texas
$344K +$19.9K +184 +6%
SW
727
SlateStone Wealth
Florida
$342K
IWN
728
Independent Wealth Network
Iowa
$342K +$342K +3,162 New
GVAG
729
Great Valley Advisor Group
Delaware
$340K -$318K -2,939 -48%
CAM
730
Claret Asset Management
Quebec, Canada
$339K
AFAS
731
Acorn Financial Advisory Services
Virginia
$332K +$332K +3,073 New
CWP
732
Cyndeo Wealth Partners
Florida
$328K -$17.4K -161 -5%
WAP
733
Wealthcare Advisory Partners
Pennsylvania
$327K -$15.6K -144 -5%
LW
734
Linscomb Wealth
Texas
$327K -$26.2K -242 -7%
FHA
735
First Horizon Advisors
Tennessee
$323K -$63.4K -586 -16%
NP
736
Nilsine Partners
Colorado
$319K -$98.4K -910 -24%
BFM
737
Boothbay Fund Management
New York
$314K +$314K +2,900 New
AAM
738
Advisors Asset Management
Colorado
$311K +$98.3K +909 +46%
SBIA
739
Sheaff Brock Investment Advisors
Indiana
$309K
FPAS
740
Focus Partners Advisor Solutions
Missouri
$307K +$27.5K +254 +10%
BWM
741
BerganKDV Wealth Management
Minnesota
$307K -$41K -379 -12%
PIA
742
Pinion Investment Advisors
Kansas
$306K +$306K +2,826 New
FT
743
Fiduciary Trust
Massachusetts
$305K
FWM
744
Finer Wealth Management
Massachusetts
$303K -$53.3K -493 -15%
FSA
745
Fort Sheridan Advisors
Illinois
$295K
CFG
746
Citizens Financial Group
Rhode Island
$293K -$35.5K -328 -11%
PMFA
747
Plante Moran Financial Advisors
Michigan
$291K +$43.3K +400 +17%
T
748
TRUADVICE
Florida
$290K +$290K +2,752 New
SSWM
749
Strait & Sound Wealth Management
California
$289K +$289K +2,674 New
DT
750
Diversified Trust
Tennessee
$289K +$1.51K +14 +0.5%