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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 %
SPIA
351
Steward Partners Investment Advisory
New York
$2.68M -$674K -6,389 -20%
HIM
352
Hanlon Investment Management
New Jersey
$2.68M +$2.68M +25,373 New
IGWM
353
ICA Group Wealth Management
Colorado
$2.64M +$1.14M +10,275 +75%
NEAM
354
New England Asset Management
Connecticut
$2.64M
Capstone Investment Advisors
355
Capstone Investment Advisors
New York
$2.64M
Loomis, Sayles & Company
356
Loomis, Sayles & Company
Massachusetts
$2.6M +$2.6M +24,642 +50,290%
ASFA
357
All Season Financial Advisors
Colorado
$2.6M +$2.6M +24,666 New
PCA
358
Providence Capital Advisors
North Carolina
$2.59M +$123K +1,169 +5%
AWM
359
Avior Wealth Management
Nebraska
$2.56M -$562K -5,331 -18%
Vontobel Holding
360
Vontobel Holding
Switzerland
$2.56M +$710K +6,734 +38%
RWIA
361
Roger Wittlin Investment Advisory
California
$2.55M +$2.55M +24,231 New
V
362
Veritable
Delaware
$2.54M -$99.4K -943 -4%
LPIC
363
LeJeune Puetz Investment Counsel
Michigan
$2.51M +$2.11M +19,968 +515%
NW
364
NewEdge Wealth
Pennsylvania
$2.5M -$314K -2,977 -11%
4FG
365
4Thought Financial Group
New York
$2.49M +$105K +998 +4%
OWA
366
One Wealth Advisors
California
$2.46M +$200K +1,896 +9%
BF
367
BOK Financial
Oklahoma
$2.45M -$286K -2,708 -10%
JW
368
Jenkins Wealth
Colorado
$2.44M +$2.44M +23,188 New
IUHSA
369
Itau Unibanco Holding S.A.
Brazil
$2.44M
Mercer Global Advisors
370
Mercer Global Advisors
Colorado
$2.44M +$507K +4,810 +26%
SAM
371
SignalPoint Asset Management
Missouri
$2.41M +$44.5K +422 +2%
CGFA
372
Colton Groome Financial Advisors
North Carolina
$2.4M +$489K +4,642 +26%
SP
373
Sarasin & Partners
United Kingdom
$2.39M -$417K -3,959 -15%
MCC
374
Money Concepts Capital
Florida
$2.34M +$2.23M +21,155 +2,034%
CNB
375
Camden National Bank
Maine
$2.31M -$296K -2,807 -11%