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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 %
SFA
376
Sequoia Financial Advisors
Ohio
$2.3M -$485K -4,602 -17%
BFW
377
Brady Family Wealth
Missouri
$2.29M +$2.29M +21,722 New
APW
378
Aurora Private Wealth
New Jersey
$2.29M +$15.7K +149 +0.7%
VHAM
379
Van Hulzen Asset Management
California
$2.29M -$7M -66,353 -75%
KLCM
380
KG&L Capital Management
Louisiana
$2.27M +$42.9K +407 +2%
CS
381
Comerica Securities
Michigan
$2.24M +$543K +5,147 +32%
FAM
382
Flaharty Asset Management
Florida
$2.23M +$2.23M +21,137 New
CM
383
Cornerstone Management
Georgia
$2.18M +$111K +1,051 +5%
NL
384
NWAM LLC
Washington
$2.15M -$168K -1,598 -7%
CWG
385
Cornerstone Wealth Group
North Carolina
$2.13M -$282K -2,673 -12%
PA
386
Parallel Advisors
California
$2.13M +$389K +3,687 +22%
PNC
387
Park National Corp
Ohio
$2.13M +$2.13M +20,160 New
CCM
388
Canal Capital Management
Virginia
$2.12M +$1.74M +16,503 +454%
FRA
389
Frank Rimerman Advisors
California
$2.11M -$185K -1,754 -8%
IAG
390
Investment Advisory Group
Massachusetts
$2.11M -$54K -512 -2%
TCWA
391
Ten Capital Wealth Advisors
Washington
$2.08M -$131K -1,242 -6%
SWP
392
Summit Wealth Partners
Florida
$2.08M -$944K -8,951 -31%
TWP
393
TFO Wealth Partners
Ohio
$2.07M +$2.06M +5,364 +24,382%
WI
394
Wintrust Investments
Illinois
$2.05M -$51.8K -491 -2%
BAM
395
Belpointe Asset Management
Nevada
$2.03M -$505K -4,791 -20%
AG
396
Ascent Group
Virginia
$2.02M +$1.02M +9,699 +102%
RWA
397
Ropes Wealth Advisors
Massachusetts
$2.02M +$2.02M +19,154 New
SL
398
Sentinus LLC
Illinois
$2.02M +$690K +6,446 +52%
EW
399
Enzi Wealth
Texas
$2.01M -$88.6K -800 -4%
SWM
400
SeaCrest Wealth Management
New York
$2M +$102K +967 +5%