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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 %
WC
851
Waterloo Capital
Texas
$200K -$358K -3,512 -64%
IAA
852
Independent Advisor Alliance
North Carolina
$200K +$200K +1,961 New
BCWM
853
Bartlett & Co Wealth Management
Ohio
$199K -$2.04K -20 -1%
BC
854
Bartlett & Co
Ohio
$199K -$2.04K -20 -1%
APC
855
Aspire Private Capital
North Carolina
$196K +$164K +1,606 +503%
OIA
856
Optimum Investment Advisors
Illinois
$186K +$306 +3 +0.2%
TFGT
857
TS Financial Group (TSFG)
Illinois
$174K -$8.75K -86 -5%
OLVIG
858
Oliver Lagore Vanvalin Investment Group
Michigan
$173K +$155K +1,518 +877%
DZ Bank
859
DZ Bank
Germany
$172K
BFEC
860
Benjamin F. Edwards & Company
Missouri
$169K +$24.6K +242 +17%
CSPIA
861
Cary Street Partners Investment Advisory
Virginia
$163K +$159K +28,623 +3,852%
SC
862
Solstein Capital
California
$161K
BEI
863
Benjamin Edwards Inc
Missouri
$160K
HL
864
HeadInvest LLC
Maine
$152K +$152K +1,512 New
SIS
865
Strategic Investment Solutions
Illinois
$152K +$150K +1,426 +6,200%
EWA
866
EP Wealth Advisors
California
$142K +$142K +1,392 New
EWA
867
EverSource Wealth Advisors
Alabama
$132K +$95.5K +936 +262%
FRA
868
Front Row Advisors
California
$131K -$27K -265 -17%
KC
869
Kenfarb & Co
Kentucky
$126K
WPA
870
West Paces Advisors
Georgia
$126K -$1.43K -14 -1%
CSC
871
Caldwell Sutter Capital
California
$124K
Bessemer Group
872
Bessemer Group
New Jersey
$120K -$42.6K -419 -26%
C
873
Covestor
United Kingdom
$118K +$8.08K +79 +7%
SAG
874
Spotlight Asset Group
Illinois
$115K -$62.8K -616 -35%
WTC
875
WhitTier Trust Company
Nevada
$115K