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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 %
IA
251
IFP Advisors
Florida
$5.41M -$2.94M -25,453 -35%
PTC
252
Petrus Trust Company
Texas
$5.31M +$5.01M +47,505 +1,679%
PA
253
Probity Advisors
Texas
$5.31M +$525K +4,981 +11%
ECM
254
Evergreen Capital Management
Washington
$5.27M +$4.95M +46,955 +1,560%
ACA
255
Anchor Capital Advisors
Massachusetts
$5.25M
ANTB
256
AMG National Trust Bank
Colorado
$5.16M -$4.57M -43,354 -47%
PFP
257
Pinnacle Financial Partners
Tennessee
$5.11M +$158K +1,500 +3%
TFA
258
Transamerica Financial Advisors
Florida
$5.08M +$5.07M +48,124 +67,780%
NEI
259
Northwest & Ethical Investments
Ontario, Canada
$5.06M -$200K -1,900 -4%
SFS
260
Sowell Financial Services
Arkansas
$5.05M +$3.66M +34,703 +262%
CIA
261
Capital Investment Advisors
Georgia
$4.98M -$218K -2,069 -4%
PM
262
Pharo Management
New York
$4.9M +$4.9M +46,510 New
UBS AM
263
UBS AM
Illinois
$4.85M -$25.6M
Invesco
264
Invesco
Georgia
$4.84M -$9.91M -93,960 -67%
FPAS
265
Focus Partners Advisor Solutions
Missouri
$4.74M +$250K +2,371 +6%
CCM
266
Condor Capital Management
New Jersey
$4.72M +$338K +3,206 +8%
VCM
267
Virtue Capital Management
Tennessee
$4.7M +$2.04M +19,351 +77%
FIM
268
Freedom Investment Management
Connecticut
$4.69M +$226K +2,147 +5%
MA
269
Modus Advisors
Minnesota
$4.64M +$4.64M +44,044 New
MSAM
270
Moloney Securities Asset Management
Missouri
$4.63M -$223K -2,113 -5%
FNBOSM
271
First National Bank of South Miami
Florida
$4.61M -$846K -8,028 -16%
EWA
272
Evolution Wealth Advisors
Florida
$4.6M +$2.62M +24,865 +132%
SCM
273
Stevens Capital Management
Pennsylvania
$4.54M +$3.98M +37,786 +711%
NAG
274
Northstar Advisory Group
New Jersey
$4.52M +$2.29M +21,707 +102%
PWM
275
Pacific Wealth Management
California
$4.51M -$10.8K -102 -0.2%