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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 %
CA
851
Clearstead Advisors
Ohio
$148K +$10.8K +100 +8%
CF
852
Centaurus Financial
California
$140K -$139K -1,285 -50%
CB
853
Community Bank
New York
$136K
WPA
854
West Paces Advisors
Georgia
$135K -$433K -4,000 -76%
KC
855
Kenfarb & Co
Kentucky
$134K
FPB
856
First PREMIER Bank
South Dakota
$133K
MIH
857
Meitav Investment House
Israel
$132K +$132K +1,222 New
CSC
858
Caldwell Sutter Capital
California
$132K +$132K +1,220 New
WTC
859
WhitTier Trust Company
Nevada
$121K
AWM
860
Atticus Wealth Management
Florida
$120K +$541 +5 +0.5%
C
861
Covestor
United Kingdom
$116K +$971 +9 +0.8%
GJIA
862
Glass Jacobson Investment Advisors
Maryland
$113K +$113K +1,047 New
GWANC
863
Guardian Wealth Advisors (North Carolina)
North Carolina
$109K +$108K +1,000 +20,000%
WFA
864
WestHill Financial Advisors
California
$108K -$54.1K -500 -33%
SSB
865
Sandy Spring Bank
Maryland
$106K -$167K -1,541 -61%
BWAM
866
Boyd Watterson Asset Management
Ohio
$104K -$107K -986 -51%
FDCDDQ
867
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
CH
868
CVS Health
Rhode Island
$101K
KFS
869
Kelly Financial Services
Massachusetts
$100K +$973 +9 +1%
GEA
870
Glen Eagle Advisors
New Jersey
$96.7K +$23.2K +215 +32%
CPG
871
Cornerstone Planning Group
New Jersey
$94.5K +$94.5K +874 New
FFL
872
Financial Freedom LLC
Ohio
$94.3K +$865 +8 +0.9%
RFA
873
Resurgent Financial Advisors
Georgia
$93.6K +$12.4K +115 +15%
PB
874
Pinnacle Bancorp
Nebraska
$91.9K -$2.16K -20 -2%
BONH
875
Bank of New Hampshire
New Hampshire
$91.9K