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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 %
V
376
ViaWealth
Kansas
$2.24M +$518K +4,730 +30%
RWIA
377
Roger Wittlin Investment Advisory
California
$2.24M -$414K -3,779 -16%
FHB
378
First Hawaiian Bank
Hawaii
$2.21M +$2.21M +20,143 New
BGDI
379
BW Gestao de Investimentos
Brazil
$2.19M -$36.2M -330,000 -94%
TCWA
380
Ten Capital Wealth Advisors
Washington
$2.19M +$25.8K +235 +1%
FRA
381
Frank Rimerman Advisors
California
$2.19M
FAM
382
Family Asset Management
South Carolina
$2.18M -$913K -8,327 -30%
SFA
383
Sequoia Financial Advisors
Ohio
$2.17M -$220K -2,009 -9%
IAG
384
Investment Advisory Group
Massachusetts
$2.16M -$32.6K -297 -1%
MOS
385
MGO One Seven
Ohio
$2.15M +$89.1K +813 +4%
BAAM
386
Baker Avenue Asset Management
California
$2.13M +$318K +2,901 +18%
WI
387
Wintrust Investments
Illinois
$2.12M -$9.97K -91 -0.5%
VHAM
388
Van Hulzen Asset Management
California
$2.12M -$259K -2,365 -11%
PWM
389
Perigon Wealth Management
California
$2.11M +$366K +3,338 +21%
RWA
390
Ropes Wealth Advisors
Massachusetts
$2.11M +$6.69K +61 +0.3%
SWM
391
SeaCrest Wealth Management
New York
$2.08M +$658 +6 +0%
ATPW
392
Ashton Thomas Private Wealth
Arizona
$2.07M +$1.51M +13,737 +265%
GRP
393
Global Retirement Partners
California
$2.05M +$1.47M +13,452 +252%
BCP
394
Blackhawk Capital Partners
Wisconsin
$2.05M +$1.29M +11,809 +171%
SWP
395
Stratos Wealth Partners
Ohio
$2.04M -$1.81M -16,513 -47%
CWA
396
Clarus Wealth Advisors
Arizona
$2.03M +$39.5K +358 +2%
BAM
397
Belpointe Asset Management
Nevada
$2.01M -$107K -972 -5%
CWM
398
Congress Wealth Management
Massachusetts
$1.97M -$40.4K -369 -2%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$1.97M -$2.55M -22,845 -56%
FGA
400
Fortis Group Advisors
New Jersey
$1.96M +$1.96M +17,849 New