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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 %
CM
351
Cornerstone Management
Georgia
$2.8M +$531K +4,844 +23%
KWMG
352
King Wealth Management Group
Florida
$2.78M -$36.4K -332 -1%
MWM
353
McNaughton Wealth Management
California
$2.76M -$41.9K -382 -1%
NEAM
354
New England Asset Management
Connecticut
$2.74M
Franklin Resources
355
Franklin Resources
California
$2.71M -$429K -3,910 -14%
LSPW
356
Lake Street Private Wealth
Illinois
$2.71M +$678K +6,190 +33%
Vontobel Holding
357
Vontobel Holding
Switzerland
$2.69M +$29K +265 +1%
V
358
Veritable
Delaware
$2.59M -$56.2K -513 -2%
AWM
359
Avior Wealth Management
Nebraska
$2.57M -$97K -885 -4%
IGWM
360
ICA Group Wealth Management
Colorado
$2.54M -$86.5K -789 -3%
SAM
361
SignalPoint Asset Management
Missouri
$2.5M +$1.86K +17 +0.1%
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$2.5M -$35.4K -323 -1%
BFW
363
Brady Family Wealth
Missouri
$2.49M +$104K +951 +4%
TIA
364
Traphagen Investment Advisors
New Jersey
$2.41M -$3.63M -33,150 -60%
APW
365
Aurora Private Wealth
New Jersey
$2.38M -$2.96K -27 -0.1%
CNB
366
Camden National Bank
Maine
$2.37M -$35.7K -326 -1%
W
367
WealthOne
New York
$2.37M -$536K -4,891 -18%
Empower Advisory Group
368
Empower Advisory Group
Colorado
$2.36M +$2.36M +21,431 New
FCC
369
Florin Court Capital
United Kingdom
$2.32M +$2.32M +21,200 New
SPIA
370
Steward Partners Investment Advisory
New York
$2.32M -$463K -4,221 -17%
WIM
371
Warwick Investment Management
Texas
$2.29M +$247K +2,251 +12%
BF
372
BOK Financial
Oklahoma
$2.29M -$255K -2,323 -10%
NW
373
NewEdge Wealth
Pennsylvania
$2.27M -$321K -2,928 -12%
JE
374
JMAC Enterprises
Pennsylvania
$2.27M +$356K +3,250 +19%
KLCM
375
KG&L Capital Management
Louisiana
$2.27M -$93.7K -855 -4%