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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 %
WF
201
Wayfinding Financial
Washington
$9.91M +$65.7K +611 +0.7%
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$9.85M +$1.2M +11,085 +14%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$9.8M -$199K -1,840 -2%
Walleye Capital
204
Walleye Capital
New York
$9.74M +$1.08M +10,000 +12%
KP
205
Keel Point
Alabama
$9.61M +$3.17M +29,324 +49%
PAG
206
Private Advisor Group
New Jersey
$9.56M +$1.11M +10,295 +13%
SF
207
Synovus Financial
Georgia
$9.55M -$112K -1,037 -1%
IWP
208
Insight Wealth Partners
Texas
$9.42M -$332K -3,073 -3%
PGEBT
209
Pactiv General Employee Benefit Trust
Illinois
$9.36M -$15.7M -145,267 -63%
FIM
210
Freedom Investment Management
Connecticut
$9.16M +$88.5K +818 +1%
TCM
211
Towercrest Capital Management
Pennsylvania
$9.16M +$1.3M +12,047 +17%
SFG
212
SevenBridge Financial Group
Pennsylvania
$8.97M +$237K +2,195 +3%
TCM
213
Twele Capital Management
Minnesota
$8.93M -$934K -8,634 -9%
AAMC
214
Asset Allocation & Management Company
Illinois
$8.87M +$4.43M +41,000 +100%
RWG
215
Regal Wealth Group
California
$8.85M +$476K +4,510 +6%
SIM
216
SSI Investment Management
California
$8.43M +$3.48M +32,174 +70%
FFA
217
First Foundation Advisors
California
$8.4M +$8.4M +77,704 New
MIM
218
MetLife Investment Management
New Jersey
$8.3M -$901M -8,330,090 -99%
AllianceBernstein
219
AllianceBernstein
Tennessee
$8.28M +$310K +2,870 +4%
PFP
220
Pinnacle Financial Partners
Tennessee
$8.28M +$2.5M +23,122 +43%
SI
221
Stephens Inc
Arkansas
$8.26M +$488K +4,513 +6%
EIP
222
Easterly Investment Partners
Massachusetts
$8.25M +$1.41K +13 +0%
BHWM
223
Bar Harbor Wealth Management
New Hampshire
$8.24M -$1.11M -10,275 -12%
BBA
224
BLB&B Advisors
Pennsylvania
$8.23M +$276K +2,550 +3%
MA
225
Mutual Advisors
Nebraska
$8.21M -$256K -2,363 -3%