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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,079 hedge funds and large institutions have $32.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 302 increasing their positions, 483 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-50
Holders Change %
-4.43%
% of All Funds
17.08%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.11%
New
118
Increased
302
Reduced
483
Closed
157
Calls
$2.65B
Puts
$13B
Net Calls
-$10.3B
Net Calls Change
-$6.95B
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
551
Independence Bank of Kentucky
Kentucky
$785K
CSPAM
552
Cary Street Partners Asset Management
Virginia
$777K +$777K +6,423 New
GRP
553
Global Retirement Partners
California
$776K +$776K +6,840 New
PFM
554
Phillips Financial Management
Indiana
$774K +$774K +6,402 New
MAP
555
Milestone Advisory Partners
North Carolina
$772K
KF
556
Krilogy Financial
Missouri
$766K +$20.2K +167 +3%
RVM
557
Robinson Value Management
Texas
$765K -$78.5K -649 -9%
LWAC
558
Laurel Wealth Advisors (California)
California
$765K -$17K -141 -2%
SWM
559
Selective Wealth Management
Virginia
$761K +$707K +5,844 +1,310%
GCM
560
Graham Capital Management
Connecticut
$761K +$761K +6,300 New
IAIM
561
Industrial Alliance Investment Management
Quebec, Canada
$750K
PWW
562
Pettyjohn Wood & White
Virginia
$746K -$15.6K -129 -2%
WWP
563
WR Wealth Planners
Missouri
$745K +$745K +6,157 New
LW
564
Linscomb Wealth
Texas
$740K -$3.39K -28 -0.5%
SWRP
565
Summit Wealth & Retirement Planning
California
$734K -$76.9K -636 -9%
PP
566
Prosperity Planning
Missouri
$719K -$786K
CCA
567
Catalyst Capital Advisors
New York
$714K
TCM
568
Teza Capital Management
Illinois
$714K
HWM
569
HB Wealth Management
Georgia
$711K -$683K -5,649 -49%
SC
570
Solstein Capital
California
$704K -$640K -5,299 -48%
PAS
571
Park Avenue Securities
New York
$698K -$481K -3,972 -41%
NAMM
572
NorthStar Asset Management (Massachusetts)
Massachusetts
$690K
RA
573
RFG Advisory
Alabama
$688K -$112K -930 -14%
AP
574
Americana Partners
Texas
$686K +$686K +5,675 New
HCA
575
Harbour Capital Advisors
Virginia
$685K -$22.4K -185 -3%