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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 %
BWA
476
BDO Wealth Advisors
Florida
$1.29M +$359K +3,405 +39%
CA
477
Cambridge Advisors
Nebraska
$1.27M -$145K -1,380 -10%
AF
478
Allworth Financial
California
$1.25M +$301K +2,857 +32%
CHAM
479
Clear Harbor Asset Management
Connecticut
$1.24M -$444K -4,215 -26%
OFG
480
Omega Financial Group
California
$1.23M -$26.4K -250 -2%
LFAS
481
Level Four Advisory Services
Texas
$1.21M +$447K +4,242 +59%
Kovitz Investment Group Partners
482
Kovitz Investment Group Partners
Illinois
$1.21M -$9.7K -92 -0.8%
GTAM
483
Global Trust Asset Management
Florida
$1.21M -$391K -3,706 -24%
EWA
484
Etesian Wealth Advisors
Oregon
$1.2M +$1.2M +11,380 New
LNC
485
Lincoln National Corp
Pennsylvania
$1.2M +$206K +1,958 +21%
USCWA
486
U.S. Capital Wealth Advisors
Texas
$1.2M +$1.2M +11,363 New
ACM
487
AlphaStar Capital Management
North Carolina
$1.17M +$1.05M +18,515 +858%
CA
488
CV Advisors
Florida
$1.16M -$595K -5,645 -34%
B
489
Bellecapital
Switzerland
$1.16M
DWM
490
Defined Wealth Management
Oregon
$1.16M +$30.3K +287 +3%
SG
491
Sharper & Granite
California
$1.12M +$1.12M +10,600 New
AAS
492
Ameritas Advisory Services
Nebraska
$1.11M -$44.2K -419 -4%
NCM
493
Neumann Capital Management
California
$1.1M +$114K +1,081 +12%
PWP
494
Private Wealth Partners
California
$1.1M +$1.1M +10,400 New
CCWA
495
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M +$1.09M +10,354 New
MPPLM
496
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.09M -$39.4K -374 -3%
FFA
497
Fragasso Financial Advisors
Pennsylvania
$1.08M +$861K +8,170 +386%
PCM
498
Parsons Capital Management
Rhode Island
$1.08M -$70.6K -670 -6%
WPC
499
White Pine Capital
Minnesota
$1.08M -$221K -2,100 -17%
FIA
500
Foundations Investment Advisors
Arizona
$1.07M -$1.9M -18,064 -64%