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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 %
FA
326
Forefront Analytics
Pennsylvania
$2.99M -$904K -8,576 -23%
FAM
327
Family Asset Management
South Carolina
$2.98M +$2.98M +28,227 New
SAG
328
SageView Advisory Group
California
$2.95M +$2.95M +27,958 New
HFA
329
Highland Financial Advisors
New Jersey
$2.95M +$2.95M +27,953 New
AWM
330
Alterna Wealth Management
Texas
$2.93M +$545K +5,146 +23%
EAMA
331
EFG Asset Management (Americas)
Florida
$2.93M +$806K +7,649 +38%
SC
332
Saiph Capital
New Jersey
$2.91M +$2.91M +27,619 New
BWM
333
Birchcreek Wealth Management
Ohio
$2.9M -$14.5K -138 -0.5%
WEG
334
World Equity Group
Illinois
$2.9M -$85.4K -810 -3%
NA
335
NewEdge Advisors
Louisiana
$2.89M -$82.3K -1,197 -3%
PFT
336
Providence First Trust
Arizona
$2.88M -$53.3K -506 -2%
BMCM
337
Burns Matteson Capital Management
New York
$2.87M +$2.87M +27,178 New
Verition Fund Management
338
Verition Fund Management
Connecticut
$2.86M -$36.9M -349,624 -93%
CB
339
Commerce Bank
Missouri
$2.86M -$594K -5,637 -17%
FLA
340
Financial Life Advisors
Texas
$2.85M +$1.02M +9,669 +56%
W
341
WealthOne
New York
$2.79M -$1.5M -14,216 -35%
AG
342
Appleton Group
Wisconsin
$2.77M +$2.77M +26,287 New
TA
343
TFB Advisors
Kansas
$2.75M +$2.75M +26,100 New
RCM
344
Rivernorth Capital Management
Florida
$2.74M +$422K +4,000 +18%
MAG
345
Mokosak Advisory Group
Iowa
$2.73M -$156K -1,483 -5%
IWM
346
IHT Wealth Management
Illinois
$2.72M +$2.26M +21,408 +492%
KWMG
347
King Wealth Management Group
Florida
$2.71M -$36.8K -349 -1%
RC
348
Roundview Capital
New Jersey
$2.7M +$1.25M +11,851 +86%
MWM
349
McNaughton Wealth Management
California
$2.69M +$46.1K +437 +2%
FAIM
350
Financial Advocates Investment Management
Washington
$2.68M +$369K +3,483 +16%