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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,017 hedge funds and large institutions have $33.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 286 increasing their positions, 411 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+32
Holders Change %
+3.25%
% of All Funds
16.41%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.57%
New
182
Increased
286
Reduced
411
Closed
122
Calls
$1.44B
Puts
$2.1B
Net Calls
-$667M
Net Calls Change
+$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
226
Mariner
Kansas
$6.9M -$2.08M -19,697 -23%
TDWM
227
Topel & Distasi Wealth Management
California
$6.8M +$111K +1,056 +2%
AI
228
Atria Investments
North Carolina
$6.78M +$1.08M +10,285 +19%
BBP
229
Banco BTG Pactual
Brazil
$6.64M +$6.64M +63,000 New
First Trust Advisors
230
First Trust Advisors
Illinois
$6.64M -$196K -1,857 -3%
HWA
231
Heartwood Wealth Advisors
Virginia
$6.44M +$6.44M +61,072 New
IAN
232
Integrated Advisors Network
Texas
$6.42M -$665K -6,312 -9%
FCA
233
FinTrust Capital Advisors
South Carolina
$6.34M +$200K +1,897 +3%
CWM
234
Chesapeake Wealth Management
Virginia
$6.22M -$1.37M -13,002 -18%
RLKPA
235
Robbie L. Kennerson P.A.
Florida
$6.2M +$6.2M +58,824 New
UCFA
236
United Capital Financial Advisors
Texas
$6.16M -$1.98M -18,798 -24%
CFGS
237
Concourse Financial Group Securities
Alabama
$6.09M +$1.31M +12,437 +27%
ISWM
238
Independent Solutions Wealth Management
New York
$6.02M +$1.43M +13,608 +31%
FAT
239
First American Trust
California
$6.01M -$9.36M -88,772 -61%
DAS
240
Dynamic Advisor Solutions
Arizona
$5.84M -$768K -7,284 -12%
First Eagle Investment Management
241
First Eagle Investment Management
New York
$5.81M -$7.61M -72,135 -57%
TIA
242
Traphagen Investment Advisors
New Jersey
$5.81M +$3.06M +28,988 +111%
SWA
243
Stratos Wealth Advisors
Ohio
$5.77M -$502K -4,757 -8%
GC
244
Gilbert & Cook
Iowa
$5.61M -$42.7K -405 -0.8%
NWM
245
NEIRG Wealth Management
Massachusetts
$5.59M -$112K -1,060 -2%
AAMC
246
Asset Allocation & Management Company
Illinois
$5.59M -$1.05M -10,000 -16%
Bank of New York Mellon
247
Bank of New York Mellon
New York
$5.53M -$2.9M -27,529 -34%
BCIM
248
Bishop & Co Investment Management
Pennsylvania
$5.44M -$1.64M -15,521 -23%
NYLIM
249
New York Life Investment Management
New York
$5.41M +$618K +5,864 +13%
OC
250
Oppenheimer & Co
New York
$5.41M -$599K -5,679 -10%