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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 %
DJSG
951
D.J. St. Germain
Massachusetts
$27K +$17.9K +175 +194%
AC
952
AlphaCore Capital
California
$25.7K
First Manhattan
953
First Manhattan
New York
$25.6K
SCA
954
Stonebridge Capital Advisors
Minnesota
$25K -$14.8K -145 -37%
TCM
955
TD Capital Management
Tennessee
$24.5K
MTC
956
Matrix Trust Company
Colorado
$23K -$371K -3,597 -94%
EWM
957
EPG Wealth Management
Georgia
$22K -$126K -1,232 -85%
OC
958
Oakworth Capital
Alabama
$21.9K
PAI
959
Pittenger & Anderson Inc
Nebraska
$21.4K
SVCP
960
Silicon Valley Capital Partners
California
$21.4K +$204 +2 +1%
AWA
961
Authentikos Wealth Advisory
California
$21K +$21K +206 New
NSG
962
Nalls Sherbakoff Group
Tennessee
$20.4K
CSWM
963
Cassady Schiller Wealth Management
Ohio
$20.4K
PK
964
Pflug Koory
Nebraska
$20.3K
AAP
965
Arax Advisory Partners
Colorado
$20.2K -$1.53K -15 -7%
TSWM
966
Tyler-Stone Wealth Management
Ohio
$20K
RA
967
Rise Advisors
New York
$19.6K +$204 +2 +1%
MAM
968
Marquette Asset Management
Minnesota
$19.6K
WWM
969
Wolff Wiese Magana
California
$18.8K -$30.5K -299 -62%
NFSG
970
Newbridge Financial Services Group
Florida
$18.6K
FWP
971
FAS Wealth Partners
Kansas
$18.4K -$3.36K -33 -15%
BA
972
Ballast Advisors
Minnesota
$17.8K -$46.1K -452 -72%
SIS
973
Sound Income Strategies
Florida
$17.4K +$8.77K +86 +101%
PWMG
974
Provence Wealth Management Group
California
$17.4K +$17.4K +171 New
SA
975
SRH Advisors
Kansas
$16.3K