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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,003 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 276 increasing their positions, 472 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
-76
Holders Change %
-7.04%
% of All Funds
16.96%
Holding in Top 10
77
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10%
% of All Funds
1.3%
New
102
Increased
276
Reduced
472
Closed
162
Calls
$1.82B
Puts
$5.6B
Net Calls
-$3.78B
Net Calls Change
+$6.54B
Name Holding Trade Value Shares
Change
Shares
Change %
BI
401
Ballast Inc
Kentucky
$1.47M +$75.4K +686 +5%
JCM
402
Jacobi Capital Management
Pennsylvania
$1.47M +$41.5K +377 +3%
SWA
403
Stratos Wealth Advisors
Ohio
$1.45M -$248K -2,258 -15%
FWM
404
Finer Wealth Management
Massachusetts
$1.45M -$259K -2,349 -15%
SW
405
SVB Wealth
Massachusetts
$1.43M -$245K -2,222 -15%
OAM
406
Occidental Asset Management
California
$1.43M +$472K +4,287 +49%
NAM
407
Nationwide Asset Management
Ohio
$1.43M
SWA
408
Sax Wealth Advisors
New Jersey
$1.43M -$1.13M -10,304 -44%
VIP
409
Viewpoint Investment Partners
Alberta, Canada
$1.41M +$451K +4,100 +47%
CA
410
CoreCap Advisors
Michigan
$1.4M -$178K -1,615 -11%
OFG
411
Omega Financial Group
California
$1.38M -$646K -5,870 -32%
AIA
412
Avalon Investment & Advisory
Texas
$1.36M -$28.6K -260 -2%
PFS
413
Prospera Financial Services
Texas
$1.36M +$6.16K +56 +0.5%
MCM
414
Monument Capital Management
Virginia
$1.36M +$1.36M +12,382 New
WPC
415
White Pine Capital
Minnesota
$1.36M -$270K -2,450 -17%
Nomura Asset Management
416
Nomura Asset Management
Japan
$1.35M +$1.35M +12,300 New
SWA
417
Sutton Wealth Advisors
Florida
$1.35M -$594K -5,401 -31%
JF
418
Joule Financial
Kentucky
$1.34M +$1.34M +12,196 New
MAM
419
Meeder Asset Management
Ohio
$1.34M +$42K +382 +3%
PMAM
420
Picton Mahoney Asset Management
Ontario, Canada
$1.33M -$982K -8,930 -42%
SW
421
Solidarity Wealth
Utah
$1.33M +$58.9K +514 +5%
Kovitz Investment Group Partners
422
Kovitz Investment Group Partners
Illinois
$1.32M -$47.3K -430 -3%
WIM
423
Warwick Investment Management
Texas
$1.28M +$214K +1,949 +20%
FNBT
424
FineMark National Bank & Trust
Florida
$1.28M -$50.2K -456 -4%
JG
425
Jefferies Group
New York
$1.28M +$826K +7,503 +183%