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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 %
GWM
776
Geneos Wealth Management
Colorado
$260K +$20.1K +197 +8%
AWA
777
Acorn Wealth Advisors
Michigan
$257K +$36.3K +356 +16%
CWA
778
Canvas Wealth Advisors
Kansas
$257K +$25.3K +256 +11%
PFBT
779
Parkside Financial Bank & Trust
Missouri
$257K
GFPC
780
Global Financial Private Client
Florida
$256K -$72.1K -716 -22%
BFM
781
Boothbay Fund Management
New York
$255K -$40.8K -400 -14%
JC
782
Jentner Corp
Ohio
$255K
HT
783
Headlands Technologies
Illinois
$255K -$2.65M -26,019 -91%
CCM
784
Canal Capital Management
Virginia
$253K +$253K +2,477 New
RWM
785
Ritholtz Wealth Management
New York
$252K +$252K +2,472 New
EAM
786
Empirical Asset Management
Massachusetts
$251K -$102 -1 -0%
BTWM
787
Baker Tilly Wealth Management
Wisconsin
$251K -$96.1K -942 -28%
CPG
788
Cornerstone Planning Group
New Jersey
$250K +$161K +1,580 +181%
CWP
789
Concord Wealth Partners
Virginia
$250K -$4.69K -46 -2%
GM
790
GeoWealth Management
Illinois
$250K -$490K -4,820 -66%
DBIA
791
Dumont & Blake Investment Advisors
New Jersey
$250K +$1.94K +19 +0.8%
HIC
792
Holderness Investments Company
North Carolina
$250K
LMKC
793
L.M. Kohn & Company
Ohio
$249K +$249K +2,442 New
PMFA
794
Plante Moran Financial Advisors
Michigan
$249K -$25.9K -254 -9%
FCI
795
Financial Counselors Inc
Kansas
$248K +$248K +2,430 New
CA
796
Clearstead Advisors
Ohio
$248K +$108K +1,059 +77%
D
797
Dentgroup
Louisiana
$247K +$247K +2,424 New
CHA
798
Carmichael Hill & Associates
Maryland
$247K +$408 +4 +0.2%
BIA
799
BHK Investment Advisors
Alabama
$246K +$4.29K +42 +2%
SP
800
SWS Partners
Ohio
$245K -$816 -8 -0.3%