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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 %
PA
801
Procyon Advisors
Connecticut
$228K +$1.62K +15 +0.7%
CB
802
CNB Bank
Pennsylvania
$227K -$28.7K -265 -11%
VIA
803
Vident Investment Advisory
Georgia
$227K +$227K +2,100 New
GIP
804
Greatmark Investment Partners
Georgia
$227K -$34.1K -315 -13%
GD
805
Grandfield & Dodd
New York
$226K
SWA
806
SOA Wealth Advisors
New York
$226K +$1.95K +18 +0.9%
BSW
807
Buckingham Strategic Wealth
Missouri
$226K +$226K +2,088 New
WI
808
Wedgewood Investors
Pennsylvania
$226K
GCA
809
Greenwood Capital Associates
South Carolina
$225K -$209K -1,929 -48%
VCM
810
Verde Capital Management
Michigan
$225K +$14.9K +138 +7%
EW
811
Enzi Wealth
Texas
$224K -$671K -6,200 -75%
LSA
812
Lansing Street Advisors
Pennsylvania
$222K +$2.16K +20 +1%
GSC
813
Ground Swell Capital
South Carolina
$220K +$220K +2,038 New
GWM
814
Gray Wealth Management
Maine
$219K +$10.8K +100 +5%
RCAG
815
Rehmann Capital Advisory Group
Michigan
$219K +$16.2K +150 +8%
BA
816
Bellwether Advisors
Nebraska
$217K -$3.68K -34 -2%
NEWAS
817
N.E.W. Advisory Services
Wisconsin
$216K -$23.6K -218 -10%
BHPW
818
Beverly Hills Private Wealth
California
$216K +$216K +2,036 New
JHCP
819
Jackson Hole Capital Partners
Oklahoma
$215K
BC
820
Bartlett & Co
Ohio
$214K +$50.1K +462 +31%
BCWM
821
Bartlett & Co Wealth Management
Ohio
$214K +$50K +462 +31%
WA
822
Waverly Advisors
Alabama
$213K +$213K +1,973 New
Bank of Nova Scotia
823
Bank of Nova Scotia
Ontario, Canada
$213K -$156K -1,444 -42%
SFG
824
StrategIQ Financial Group
Indiana
$213K +$6.06K +56 +3%
CAP
825
Columbia Advisory Partners
Washington
$210K -$3.17M -29,327 -94%