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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 %
MOS
401
MGO One Seven
Ohio
$1.98M -$605K -5,735 -23%
WIM
402
Warwick Investment Management
Texas
$1.97M +$1.97M +18,667 New
CWA
403
Clarus Wealth Advisors
Arizona
$1.96M +$944K +8,690 +93%
CAG
404
Csenge Advisory Group
Florida
$1.96M +$792K +7,511 +68%
LSPW
405
Lake Street Private Wealth
Illinois
$1.95M +$1.95M +18,503 New
CWM
406
Congress Wealth Management
Massachusetts
$1.94M -$191K -1,812 -9%
SFS
407
Security Financial Services
Indiana
$1.94M -$797K -7,562 -29%
AWMG
408
Alliance Wealth Management Group
New Jersey
$1.88M +$228K +2,160 +14%
FPW
409
Flagship Private Wealth
Massachusetts
$1.86M +$37.5K +356 +2%
SCG
410
Sonata Capital Group
Washington
$1.86M +$784K +7,441 +73%
MLIC
411
Mandatum Life Insurance Company
Finland
$1.85M +$19K +180 +1%
JE
412
JMAC Enterprises
Pennsylvania
$1.84M -$440K -4,171 -19%
RAM
413
Riggs Asset Management
Pennsylvania
$1.83M -$646K -6,130 -26%
State Street
414
State Street
Massachusetts
$1.83M -$2.07M -19,639 -53%
WS
415
Wedbush Securities
California
$1.83M -$1.05M -9,963 -37%
PP
416
Pacifica Partners
Canada
$1.78M +$160K +1,515 +10%
HWM
417
HB Wealth Management
Georgia
$1.75M +$515K +4,889 +42%
TCM
418
Traynor Capital Management
Pennsylvania
$1.74M -$373K -3,537 -18%
BAAM
419
Baker Avenue Asset Management
California
$1.74M +$520K +4,937 +43%
BTI
420
Blue Trust Inc
Georgia
$1.74M +$1.4M +13,683 +410%
V
421
ViaWealth
Kansas
$1.72M +$1.72M +15,746 New
TA
422
Townsend & Associates
Colorado
$1.71M +$1.71M +15,822 New
WQ
423
Wealth Quarterback
New Jersey
$1.71M -$204K -1,934 -11%
AP
424
Agilis Partners
Massachusetts
$1.7M -$1.08M -10,282 -39%
DADC
425
D.A. Davidson & Co
Montana
$1.7M +$983K +9,321 +137%