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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 %
OPS
476
Orion Portfolio Solutions
Nebraska
$1.22M -$192K -1,749 -14%
BCI
477
Brinker Capital Investments
Pennsylvania
$1.22M +$1.22M +11,146 New
Lido Advisors
478
Lido Advisors
California
$1.21M +$115K +1,050 +10%
MFG
479
Merit Financial Group
Georgia
$1.21M +$166K +1,517 +16%
EWA
480
Etesian Wealth Advisors
Oregon
$1.21M -$34.1K -311 -3%
NCM
481
Neumann Capital Management
California
$1.21M +$61.4K +560 +5%
B
482
Bellecapital
Switzerland
$1.21M
SWP
483
Summit Wealth Partners
Florida
$1.2M -$960K -8,756 -44%
ACM
484
AlphaStar Capital Management
North Carolina
$1.2M -$1.3M -10,760 -52%
AF
485
Allworth Financial
California
$1.2M -$102K -928 -8%
EL
486
EQ LLC
Washington
$1.19M -$2.75M -25,118 -70%
SOS
487
Silver Oak Securities
Tennessee
$1.19M +$100K +912 +9%
LWANC
488
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.19M +$210K +1,919 +22%
OFG
489
Omega Financial Group
California
$1.18M -$94K -858 -7%
State Street
490
State Street
Massachusetts
$1.17M -$738K -6,730 -39%
LNB
491
Ledyard National Bank
$1.14M +$61.4K +560 +6%
CBC
492
Coombe, Bender & Co
New York
$1.14M +$51.5K +470 +5%
PWP
493
Private Wealth Partners
California
$1.14M
CHAM
494
Clear Harbor Asset Management
Connecticut
$1.13M -$153K -1,396 -12%
IWA
495
Intercontinental Wealth Advisors
Texas
$1.12M +$1.12M +10,225 New
Tudor Investment Corp
496
Tudor Investment Corp
Connecticut
$1.11M +$1.11M +10,164 New
PCM
497
Parsons Capital Management
Rhode Island
$1.11M -$12.7K -116 -1%
VST
498
Van Strum & Towne
California
$1.1M +$609K +5,560 +124%
SG
499
Sharper & Granite
California
$1.09M -$68K -620 -6%
SW
500
SteelPeak Wealth
California
$1.09M -$464K -4,236 -30%