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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 %
Man Group
326
Man Group
United Kingdom
$3.17M
BCM
327
Brookstone Capital Management
Illinois
$3.15M -$180K -1,652 -5%
LPIC
328
LeJeune Puetz Investment Counsel
Michigan
$3.12M +$510K +4,652 +20%
TCMP
329
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.11M +$3.11M +28,651 New
FA
330
Forefront Analytics
Pennsylvania
$3.11M -$110 -1 -0%
FAIM
331
Financial Advocates Investment Management
Washington
$3.09M +$313K +2,853 +11%
SFPG
332
Stonebridge Financial Planning Group
Florida
$3.09M +$1.6M +14,559 +107%
CB
333
Commerce Bank
Missouri
$3.08M +$107K +976 +4%
Sumitomo Mitsui Trust Group
334
Sumitomo Mitsui Trust Group
Japan
$3.07M -$1.07M -9,740 -26%
LA
335
Lifeworks Advisors
Michigan
$3.05M +$2.83M +25,862 +1,291%
IWC
336
Integrated Wealth Concepts
Massachusetts
$3.05M +$1.31M +11,973 +76%
ACM
337
Arlington Capital Management
Illinois
$3.03M +$3.03M +27,606 New
SAG
338
SageView Advisory Group
California
$3.02M -$41.7K -380 -1%
PFT
339
Providence First Trust
Arizona
$3M
TA
340
TFB Advisors
Kansas
$2.92M +$55.8K +509 +2%
CS
341
Comerica Securities
Michigan
$2.91M +$578K +5,277 +25%
National Bank of Canada
342
National Bank of Canada
Quebec, Canada
$2.89M -$5.25M -47,911 -64%
MPW
343
MGO Private Wealth
California
$2.88M -$946K -8,633 -25%
TVAMP
344
Tennessee Valley Asset Management Partners
Tennessee
$2.85M +$2.85M +26,010 New
HFA
345
High Falls Advisors
New York
$2.84M -$701K -6,399 -20%
CCA
346
Cobblestone Capital Advisors
New York
$2.83M -$4.79M -43,745 -63%
PA
347
Parallel Advisors
California
$2.83M +$609K +5,552 +27%
UB
348
UMB Bank
Missouri
$2.82M -$8.53M -77,804 -75%
MAG
349
Mokosak Advisory Group
Iowa
$2.82M -$20.3K -185 -0.7%
OWA
350
One Wealth Advisors
California
$2.81M +$261K +2,380 +10%