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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 %
EPM
401
Elm Partners Management
Pennsylvania
$1.95M +$1.95M +17,812 New
FPW
402
Flagship Private Wealth
Massachusetts
$1.94M
TI
403
Tidal Investments
Wisconsin
$1.93M +$1.93M +17,619 New
JWCA
404
J.W. Cole Advisors
Florida
$1.93M +$294K +2,684 +18%
MLIC
405
Mandatum Life Insurance Company
Finland
$1.93M +$10.4K +95 +0.5%
PP
406
Pacifica Partners
Canada
$1.92M +$68.7K +625 +4%
SCG
407
Sonata Capital Group
Washington
$1.9M -$25.1K -229 -1%
WS
408
Wedbush Securities
California
$1.89M -$12.5K -114 -0.7%
IWP
409
Icon Wealth Partners
Texas
$1.88M +$1.88M +17,187 New
LA
410
Latitude Advisors
Florida
$1.88M +$1.88M +17,184 New
SIGI
411
Susquehanna International Group (Ireland)
Ireland
$1.87M -$17.3M -157,822 -90%
CAS
412
Coppell Advisory Solutions
Texas
$1.86M -$1.52M -13,966 -45%
CASC
413
Coppell Advisory Solutions Corp
Texas
$1.86M -$1.52M -13,966 -45%
GSEP
414
Golden State Equity Partners
California
$1.82M +$1.82M +16,638 New
KPWS
415
Kestra Private Wealth Services
Texas
$1.78M +$859K +7,834 +93%
AP
416
Agilis Partners
Massachusetts
$1.77M
AIA
417
Arrow Investment Advisors
Maryland
$1.77M -$1.61M -14,716 -48%
AWMG
418
Alliance Wealth Management Group
New Jersey
$1.77M -$185K -1,692 -10%
CGFA
419
Colton Groome Financial Advisors
North Carolina
$1.73M -$770K -7,021 -31%
WCWM
420
Wooster Corthell Wealth Management
Connecticut
$1.73M -$33.8K -308 -2%
SEIA
421
Signature Estate & Investment Advisors
California
$1.71M +$281K +2,561 +20%
IFO
422
Independent Family Office
New York
$1.69M
TCM
423
Traynor Capital Management
Pennsylvania
$1.66M -$150K -1,370 -8%
PCIA
424
Prime Capital Investment Advisors
Kansas
$1.66M -$40.1K -366 -2%
PFS
425
Prospera Financial Services
Texas
$1.65M +$71.6K +653 +5%