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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 %
FFA
776
Fragasso Financial Advisors
Pennsylvania
$257K -$78.9K -730 -24%
AWM
777
Axxcess Wealth Management
California
$256K -$968K -8,953 -79%
BIA
778
BHK Investment Advisors
Alabama
$256K +$1.62K +15 +0.6%
LCM
779
LCM Capital Management
Illinois
$255K
JAG
780
Journey Advisory Group
Kentucky
$255K -$14.8K -137 -5%
GWM
781
Geneos Wealth Management
Colorado
$254K +$22.1K +204 +10%
LG
782
LaFleur & Godfrey
Michigan
$254K
CWA
783
Canvas Wealth Advisors
Kansas
$253K -$29.5K -274 -10%
JWCA
784
J.W. Coons Advisors
Ohio
$252K
I2I
785
Insight 2811 Inc
Illinois
$251K -$25.8K -239 -9%
OPWM
786
Oxinas Partners Wealth Management
Indiana
$251K -$2.81K -26 -1%
BFA
787
Beaumont Financial Advisors
Massachusetts
$250K
RSC
788
Red Spruce Capital
Pennsylvania
$250K
AAS
789
Ameritas Advisory Services
Nebraska
$249K -$762K -7,221 -75%
BPCE
790
Bank Pictet & Cie (Europe)
Germany
$248K
CD
791
Chapin Davis
Maryland
$246K +$216 +2 +0.1%
DA
792
Detalus Advisors
Missouri
$240K +$19.2K +178 +9%
TYCC
793
Texas Yale Capital Corp
Florida
$238K -$32.4K -300 -12%
BFG
794
Berger Financial Group
Minnesota
$238K -$21K -194 -8%
AWA
795
Acorn Wealth Advisors
Michigan
$234K +$234K +2,166 New
WE
796
Wealth Effects
Massachusetts
$232K
WAG
797
Wallace Advisory Group
California
$231K
CPA
798
Cardiff Park Advisors
California
$230K +$216 +2 +0.1%
RMC
799
Regis Management Company
California
$230K
AIP
800
Almanack Investment Partners
Pennsylvania
$229K +$229K +2,114 New