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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 %
PR
301
Payden & Rygel
California
$3.53M -$21.1M -199,900 -86%
SFFS
302
Stonehage Fleming Financial Services
Jersey
$3.47M -$1.59M -15,075 -31%
HFA
303
High Falls Advisors
New York
$3.41M +$180K +1,709 +6%
VAS
304
Vestmark Advisory Solutions
Massachusetts
$3.36M -$56.1K -532 -2%
BPA
305
Beacon Pointe Advisors
California
$3.36M +$982K +9,316 +41%
BOTW
306
Bank of the West
California
$3.35M -$166K -1,571 -5%
ASN
307
Advisory Services Network
Georgia
$3.35M -$7.4M -70,181 -69%
BCM
308
Brookstone Capital Management
Illinois
$3.33M -$615K -5,660 -16%
FAM
309
Forte Asset Management
New York
$3.33M +$3.33M +31,562 New
WANY
310
Wealthspire Advisors (New York)
New York
$3.29M -$32.4K -307 -1%
FLPIM
311
F.L. Putnam Investment Management
Massachusetts
$3.28M +$20.5K +194 +0.6%
CAS
312
Coppell Advisory Solutions
Texas
$3.28M +$3.28M +31,111 New
CASC
313
Coppell Advisory Solutions Corp
Texas
$3.28M +$3.28M +31,111 New
WP
314
WealthSource Partners
California
$3.27M +$628K +5,960 +24%
CCM
315
Crabel Capital Management
California
$3.27M +$3.27M +31,046 New
CFA
316
Camarda Financial Advisors
Florida
$3.27M +$3.27M +30,999 New
CG
317
Colony Group
Massachusetts
$3.26M +$1.53M +14,514 +88%
DSC
318
Duncker Streett & Co
Missouri
$3.26M -$312K -2,960 -9%
AIA
319
Arrow Investment Advisors
Maryland
$3.25M +$3.25M +30,849 New
AWM
320
Aspire Wealth Management
Massachusetts
$3.24M -$995K -9,439 -24%
FFS
321
Founders Financial Securities
Maryland
$3.21M +$504K +4,777 +19%
Natixis Advisors
322
Natixis Advisors
Massachusetts
$3.19M +$3.19M +30,255 New
Lazard Asset Management
323
Lazard Asset Management
New York
$3.18M -$1.18M
AACR
324
ACR Alpine Capital Research
Missouri
$3.1M +$3.1M +29,411 New
Franklin Resources
325
Franklin Resources
California
$3.02M -$916K -8,692 -23%