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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 %
RB
526
Renasant Bank
Mississippi
$936K -$44.5K -422 -5%
PWP
527
Perfromance Wealth Partners
Illinois
$935K -$62.5K -593 -6%
SWIM
528
Smallwood Wealth Investment Management
New Jersey
$923K -$25.4K -241 -3%
RJT
529
Raymond James Trust
Florida
$917K -$527K -4,997 -36%
FNBT
530
FineMark National Bank & Trust
Florida
$912K -$285K -2,707 -24%
IHL
531
Investment House LLC
California
$912K
APWM
532
Argonautica Private Wealth Management
Massachusetts
$898K +$898K +8,513 New
AWM
533
Apollon Wealth Management
South Carolina
$896K -$2.95K -28 -0.3%
KPWS
534
Kestra Private Wealth Services
Texas
$890K +$401K +3,805 +82%
FA
535
Flagstar Advisors
New York
$883K +$5.06K +48 +0.6%
HT
536
Headlands Technologies
Illinois
$883K +$883K +8,373 New
WWM
537
Western Wealth Management
Colorado
$879K -$242K -2,296 -22%
AFO
538
Allie Family Office
Florida
$878K +$100K +950 +13%
PA
539
PFG Advisors
Arizona
$872K -$335K -3,177 -28%
WT
540
Whittier Trust
California
$868K -$115K -1,089 -12%
SLF
541
Sun Life Financial
Ontario, Canada
$845K
BS
542
Boenning & Scattergood
Pennsylvania
$840K +$35.6K +294 +4%
APP
543
Avantax Planning Partners
Iowa
$836K -$228K -2,164 -21%
PCS
544
Personal CFO Solutions
New Jersey
$836K +$836K +7,930 New
BS
545
Banco Santander
Spain
$834K +$387K +3,672 +87%
EFMH
546
E Fund Management (HK)
Hong Kong
$833K
EFM
547
E Fund Management
China
$833K
BL
548
BCWM LLC
Kansas
$833K +$24.5K +232 +3%
IFPL
549
Investments & Financial Planning LLC
Kentucky
$827K +$827K +7,843 New
SWA
550
Sax Wealth Advisors
New Jersey
$823K -$220K -2,082 -21%