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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 %
BI
451
Ballast Inc
Kentucky
$1.43M -$16.1K -153 -1%
William Blair & Company
452
William Blair & Company
Illinois
$1.43M -$46K -436 -3%
Comerica Bank
453
Comerica Bank
Texas
$1.42M -$497K -4,515 -26%
CGH
454
CMG Global Holdings
Texas
$1.42M -$238K -2,257 -14%
SCA
455
Snowden Capital Advisors
New York
$1.41M +$383K +3,630 +37%
FPCP
456
Fort Point Capital Partners
California
$1.41M +$80.3K +762 +6%
KFP
457
KMG Fiduciary Partners
Ohio
$1.39M -$620K -5,879 -31%
SEIA
458
Signature Estate & Investment Advisors
California
$1.38M +$1.38M +13,056 New
JCM
459
Jacobi Capital Management
Pennsylvania
$1.37M -$22.6K -214 -2%
OPS
460
Orion Portfolio Solutions
Nebraska
$1.36M +$144K +1,362 +12%
AIP
461
Ahrens Investment Partners
Louisiana
$1.35M +$1.35M +12,779 New
FA
462
Fiduciary Alliance
South Carolina
$1.34M +$1.34M +12,719 New
JWM
463
Jessup Wealth Management
Ohio
$1.34M +$1.34M +12,711 New
QPWM
464
Quadrant Private Wealth Management
Pennsylvania
$1.34M +$1.34M +12,699 New
AWE
465
Avidian Wealth Enterprises
Texas
$1.32M +$1.03M +9,744 +352%
ACM
466
Ascendant Capital Management
California
$1.32M +$264K +2,500 +25%
PIMG
467
Patriot Investment Management Group
Tennessee
$1.32M -$230K -2,083 -15%
WCM
468
Wunderlich Capital Managemnt
Tennessee
$1.32M -$3.52M -33,371 -73%
CFP
469
Cypress Financial Planning
New Jersey
$1.31M +$563K +5,303 +75%
GIA
470
Gladstone Institutional Advisory
Florida
$1.31M -$31.1K -295 -2%
NSB
471
Norway Savings Bank
Maine
$1.3M -$181K -1,715 -12%
MAS
472
Meeder Advisory Services
Ohio
$1.3M +$1.3M +12,301 New
SW
473
SVB Wealth
Massachusetts
$1.3M -$31.8K -302 -2%
OAM
474
Occidental Asset Management
California
$1.29M +$353K +3,345 +38%
VWM
475
Venturi Wealth Management
Texas
$1.29M -$9.06M -85,969 -88%