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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 %
RCM
426
Rivernorth Capital Management
Florida
$1.64M -$1.21M -11,000 -42%
FFA
427
Founders Financial Alliance
North Carolina
$1.63M -$52.8K -482 -3%
AWM
428
Alterna Wealth Management
Texas
$1.63M -$1.41M -12,850 -46%
MAS
429
Meeder Advisory Services
Ohio
$1.62M +$273K +2,494 +20%
CMI
430
Clare Market Investments
Texas
$1.62M +$1.41M +12,837 +658%
AIA
431
Avalon Investment & Advisory
Texas
$1.62M +$116K +1,057 +8%
CW
432
Channel Wealth
California
$1.61M +$1.61M +14,677 New
BRWA
433
B. Riley Wealth Advisors
Florida
$1.59M -$151K -1,378 -9%
SSWM
434
Sheets Smith Wealth Management
North Carolina
$1.59M -$6.8K -62 -0.4%
DADC
435
D.A. Davidson & Co
Montana
$1.58M -$190K -1,732 -11%
MSL
436
Mackay Shields LLC
New York
$1.57M +$986K +9,000 +170%
SFS
437
Sowell Financial Services
Arkansas
$1.56M -$3.69M -33,671 -70%
FPCP
438
Fort Point Capital Partners
California
$1.56M +$95.6K +872 +7%
ECM
439
Exchange Capital Management
Michigan
$1.55M -$35.3K -322 -2%
BI
440
Ballast Inc
Kentucky
$1.55M +$58.5K +534 +4%
IIA
441
IPG Investment Advisors
California
$1.53M -$82.2K -750 -5%
WANY
442
Wealthspire Advisors (New York)
New York
$1.52M -$1.9M -17,297 -55%
NSIM
443
North Star Investment Management
Illinois
$1.51M -$21.3K -194 -1%
QPWM
444
Quadrant Private Wealth Management
Pennsylvania
$1.5M +$104K +953 +8%
CA
445
CV Advisors
Florida
$1.47M +$257K +2,342 +21%
CGH
446
CMG Global Holdings
Texas
$1.46M -$14.1K -129 -1%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$1.46M -$72.9K -665 -5%
JCM
448
Jacobi Capital Management
Pennsylvania
$1.43M +$9.87K +90 +0.7%
NAM
449
Nationwide Asset Management
Ohio
$1.42M -$58.4M -538,000 -98%
SCA
450
Snowden Capital Advisors
New York
$1.41M -$54.4K -496 -4%