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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 %
RP
926
Rice Partnership
Hawaii
$44.4K +$44.4K +435 New
WWM
927
Wagner Wealth Management
South Carolina
$44.1K
ANBT
928
American National Bank & Trust
Texas
$42.8K
LF
929
Lee Financial
Texas
$42.4K +$42.4K +416 New
UFF
930
USA Financial Formulas
Michigan
$41.2K -$13.3K -130 -24%
HBW
931
Hazlett, Burt & Watson
West Virginia
$41K
CTA
932
Colonial Trust Advisors
South Carolina
$40.8K
AIM
933
Anchor Investment Management
South Carolina
$37K
CA
934
Centerpoint Advisors
Massachusetts
$37K
AW
935
Avion Wealth
Texas
$36K
OSNBOA
936
Old Second National Bank of Aurora
Illinois
$35.6K +$35.6K +349 New
GC
937
Gould Capital
Washington
$34.9K -$1.51K -15 -4%
BHWM
938
Beaird Harris Wealth Management
Texas
$34.3K
CSPAM
939
Cary Street Partners Asset Management
Virginia
$34K +$34K +28,098 New
HR
940
Howe & Rusling
New York
$31.7K +$10.2K +100 +47%
MPWT
941
MassMutual Private Wealth & Trust
Connecticut
$31.7K +$816 +8 +3%
BWP
942
Baldwin Wealth Partners
Massachusetts
$30.6K
HWA
943
HHM Wealth Advisors
Tennessee
$29.9K
QCG
944
Quadrant Capital Group
Ohio
$29.5K +$29.5K +289 New
CNBTD
945
Citizens National Bank Trust Department
Mississippi
$29.2K -$30.6K -300 -51%
BWL
946
Bogart Wealth LLC
Virginia
$28.1K -$12.8K -126 -31%
MA
947
Montag & Associates
Georgia
$28.1K -$1.12K -11 -4%
GGI
948
Godsey & Gibb Inc
Virginia
$27.6K
CT
949
Cambridge Trust
Massachusetts
$27.5K
PCFFS
950
Pacific Center for Financial Services
California
$27K