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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 %
SFG
201
SevenBridge Financial Group
Pennsylvania
$8.97M +$505K +4,949 +6%
KAS
202
Kestra Advisory Services
Texas
$8.92M +$1.65M +16,180 +23%
SF
203
Synovus Financial
Georgia
$8.86M -$144K -1,408 -2%
IWP
204
Insight Wealth Partners
Texas
$8.8M -$88.9K -871 -1%
Comerica Bank
205
Comerica Bank
Texas
$8.71M +$8.71M +85,419 New
PRIG
206
Payden & Rygel Investment Group
California
$8.7M +$8.7M +85,300 New
PR
207
Payden & Rygel
California
$8.7M +$8.7M +85,300 New
PGEBT
208
Pactiv General Employee Benefit Trust
Illinois
$8.68M -$146K -1,436 -2%
NA
209
NewEdge Advisors
Louisiana
$8.68M +$4.77M +46,787 +122%
RWG
210
Regal Wealth Group
California
$8.59M +$30.1K +295 +0.4%
TCM
211
Towercrest Capital Management
Pennsylvania
$8.55M -$90.7K -889 -1%
AI
212
Atria Investments
North Carolina
$8.53M +$1.66M +16,263 +24%
PAG
213
Private Advisor Group
New Jersey
$8.39M -$633K -6,211 -7%
AAMC
214
Asset Allocation & Management Company
Illinois
$8.37M
TCM
215
Twele Capital Management
Minnesota
$8.34M -$85.5K -838 -1%
CW
216
CreativeOne Wealth
Kansas
$8.12M +$1.64M +16,089 +25%
FIM
217
Freedom Investment Management
Connecticut
$7.97M -$672K -6,586 -8%
SIM
218
SSI Investment Management
California
$7.94M -$13K -127 -0.2%
Corient Private Wealth
219
Corient Private Wealth
Florida
$7.92M +$922K +9,038 +13%
AllianceBernstein
220
AllianceBernstein
Tennessee
$7.82M +$9.69K +95 +0.1%
EIP
221
Easterly Investment Partners
Massachusetts
$7.78M +$1.33K +13 +0%
WF
222
Welch & Forbes
Massachusetts
$7.77M -$4.61M -45,154 -37%
SI
223
Stephens Inc
Arkansas
$7.64M -$156K -1,534 -2%
SC
224
Saiph Capital
New Jersey
$7.56M +$577K +5,656 +8%
PFP
225
Pinnacle Financial Partners
Tennessee
$7.55M -$260K -2,550 -3%