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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 %
WCWM
426
Wooster Corthell Wealth Management
Connecticut
$1.69M +$191K +1,816 +13%
IWA
427
Icon Wealth Advisors
Texas
$1.69M +$343K +3,252 +25%
PWM
428
Perigon Wealth Management
California
$1.68M -$181K -1,719 -10%
BRWA
429
B. Riley Wealth Advisors
Florida
$1.67M -$865K -8,209 -34%
IWC
430
Integrated Wealth Concepts
Massachusetts
$1.67M -$51.2K -486 -3%
PCIA
431
Prime Capital Investment Advisors
Kansas
$1.64M +$548K +5,197 +50%
IFO
432
Independent Family Office
New York
$1.62M -$72.6K -689 -4%
FFA
433
Founders Financial Alliance
North Carolina
$1.62M -$28.3K -268 -2%
CCG
434
Cypress Capital Group
Florida
$1.58M -$751K -7,120 -32%
JWCA
435
J.W. Cole Advisors
Florida
$1.57M -$168K -1,597 -10%
IIA
436
IPG Investment Advisors
California
$1.55M -$73.8K -700 -5%
JSL
437
JT Stratford LLC
Georgia
$1.54M +$971K +9,206 +169%
SMWM
438
Silvia McColl Wealth Management
California
$1.54M +$1.54M +14,563 New
SSWM
439
Sheets Smith Wealth Management
North Carolina
$1.53M +$60K +569 +4%
ECM
440
Exchange Capital Management
Michigan
$1.53M -$245K -2,324 -14%
SIA
441
Sage Investment Advisers
New York
$1.52M +$1.52M +14,442 New
PFS
442
Prospera Financial Services
Texas
$1.52M +$241K +2,287 +19%
PPWP
443
Proquility Private Wealth Partners
Nevada
$1.51M -$244K -2,315 -14%
AC
444
Anson Capital
Georgia
$1.5M -$1.2M -11,351 -44%
SW
445
SteelPeak Wealth
California
$1.5M -$1.36M -12,903 -48%
TF
446
Trek Financial
Arizona
$1.48M -$8.37M -79,395 -85%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$697K +6,615 +90%
NSIM
448
North Star Investment Management
Illinois
$1.47M -$121K -1,147 -8%
AIA
449
Avalon Investment & Advisory
Texas
$1.44M -$42.7K -405 -3%
SFPG
450
Stonebridge Financial Planning Group
Florida
$1.44M +$21.7K +206 +2%