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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,005 hedge funds and large institutions have $32.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 336 increasing their positions, 402 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
16.09%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.71%
New
122
Increased
336
Reduced
402
Closed
110
Calls
$2.04B
Puts
$6.98B
Net Calls
-$4.95B
Net Calls Change
-$4.28B
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
301
Beacon Pointe Advisors
California
$3.8M +$310K +2,829 +9%
EAMA
302
EFG Asset Management (Americas)
Florida
$3.78M +$737K +6,726 +24%
GL
303
Graypoint LLC
New York
$3.75M +$23.6K +215 +0.6%
FLPIM
304
F.L. Putnam Investment Management
Massachusetts
$3.64M +$232K +2,121 +7%
LWA
305
Lineweaver Wealth Advisors
Ohio
$3.63M -$5.77M -52,588 -61%
SFFS
306
Stonehage Fleming Financial Services
Jersey
$3.61M
BMCM
307
Burns Matteson Capital Management
New York
$3.54M +$561K +5,122 +19%
CWP
308
Corepath Wealth Partners
Arizona
$3.51M -$105K -957 -3%
CAP
309
Columbia Advisory Partners
Washington
$3.43M +$3.19M +29,093 +1,335%
RC
310
Roundview Capital
New Jersey
$3.42M +$614K +5,605 +22%
Lazard Asset Management
311
Lazard Asset Management
New York
$3.4M -$3.18M
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$3.39M -$1.09M -9,965 -24%
FTS
313
Fifth Third Securities
Ohio
$3.38M -$435K -3,969 -11%
CAG
314
Csenge Advisory Group
Florida
$3.38M +$1.34M +12,242 +66%
VCM
315
Virtue Capital Management
Tennessee
$3.34M -$1.54M -14,029 -31%
RAM
316
Riggs Asset Management
Pennsylvania
$3.34M +$1.43M +13,082 +75%
HIM
317
Hanlon Investment Management
New Jersey
$3.31M +$528K +4,820 +19%
RC
318
Rovin Capital
Arizona
$3.31M -$4.62M -42,111 -58%
DSC
319
Duncker Streett & Co
Missouri
$3.3M -$83.3K -760 -2%
HFA
320
Highland Financial Advisors
New Jersey
$3.29M +$221K +2,016 +7%
SPW
321
Surience Private Wealth
Washington
$3.27M +$2.94M +26,792 +885%
AWM
322
Aspire Wealth Management
Massachusetts
$3.26M -$109K -995 -3%
NA
323
NewEdge Advisors
Louisiana
$3.23M -$1.37M -12,559 -30%
IA
324
IFP Advisors
Florida
$3.19M -$2.2M -19,128 -41%
Legal & General Group
325
Legal & General Group
United Kingdom
$3.18M -$35.2M -321,020 -92%