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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 %
PMG
726
ProVise Management Group
Florida
$334K -$5.61K -55 -2%
FCM
727
Fortis Capital Management
Washington
$334K -$51.8K -508 -13%
SWA
728
Sax Wealth Advisors
New Jersey
$330K -$206K -2,024 -38%
Kayne Anderson Rudnick Investment Management
729
Kayne Anderson Rudnick Investment Management
California
$330K +$249K +2,435 +306%
Koshinski Asset Management
730
Koshinski Asset Management
Illinois
$329K -$66.9K -656 -17%
DCM
731
Dimension Capital Management
Florida
$328K +$328K +3,211 New
AA
732
Ancora Advisors
Ohio
$328K +$266K +2,603 +428%
SFA
733
Source Financial Advisors
New York
$324K -$340K -3,331 -51%
RG
734
Retirement Group
California
$322K -$120K -1,178 -27%
CAM
735
Claret Asset Management
Quebec, Canada
$320K
BCG
736
Breakwater Capital Group
New Jersey
$319K -$191K -1,902 -37%
IWN
737
Independent Wealth Network
Iowa
$319K -$3.26K -32 -1%
LFA
738
LGT Financial Advisors
Texas
$319K -$67.6K -663 -17%
SWRP
739
Summit Wealth & Retirement Planning
California
$318K -$82.7K -811 -21%
RCAG
740
Rehmann Capital Advisory Group
Michigan
$316K +$110K +1,076 +53%
4FG
741
4Thought Financial Group
New York
$314K -$522K -5,120 -62%
HGERS
742
Householder Group Estate & Retirement Specialist
Arizona
$313K +$313K +3,067 New
CAG
743
Crestwood Advisors Group
Massachusetts
$311K -$139K -1,358 -31%
RFA
744
Resurgent Financial Advisors
Georgia
$310K +$222K +2,177 +251%
LW
745
Linscomb Wealth
Texas
$309K +$1.33K +13 +0.4%
CG
746
Cutler Group
California
$309K +$309K +3,038 New
EFS
747
Essex Financial Services
Connecticut
$308K +$308K +3,018 New
FPGK
748
Financial Partners Group (Kansas)
Kansas
$307K -$123K -1,210 -29%
FSA
749
Fort Sheridan Advisors
Illinois
$307K +$28.1K +275 +10%
BAAM
750
Baker Avenue Asset Management
California
$306K -$1.65M -16,165 -84%