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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,003 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 276 increasing their positions, 472 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
-76
Holders Change %
-7.04%
% of All Funds
16.96%
Holding in Top 10
77
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10%
% of All Funds
1.3%
New
102
Increased
276
Reduced
472
Closed
162
Calls
$1.82B
Puts
$5.6B
Net Calls
-$3.78B
Net Calls Change
+$6.54B
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
551
Pettyjohn Wood & White
Virginia
$655K -$23.9K -217 -4%
AFC
552
AFT Forsyth & Company
Florida
$652K -$159K -1,443 -20%
SWRP
553
Summit Wealth & Retirement Planning
California
$648K -$20.2K -184 -3%
WWA
554
WCG Wealth Advisors
Nevada
$646K +$646K +5,872 New
LWAC
555
Laurel Wealth Advisors (California)
California
$644K -$53K -481 -8%
HT
556
Heritage Trust
Oklahoma
$642K +$52.4K +477 +9%
ML
557
McAdam LLC
Pennsylvania
$639K +$101K +922 +19%
CIAS
558
Capital Investment Advisory Services
North Carolina
$637K +$48K +436 +8%
TWM
559
Tanglewood Wealth Management
Texas
$629K +$629K +5,714 New
SWM
560
Silverlake Wealth Management
Vermont
$629K +$204K +1,855 +48%
NAMM
561
NorthStar Asset Management (Massachusetts)
Massachusetts
$628K
CCM
562
Canal Capital Management
Virginia
$625K +$6.17K +56 +1%
APWA
563
Atlas Private Wealth Advisors
New Jersey
$623K -$91.6K -833 -13%
IGWM
564
ICA Group Wealth Management
Colorado
$622K +$281K +2,518 +82%
PP
565
Prosperity Planning
Missouri
$616K -$719K
SI
566
SimpliFi Inc
California
$616K +$4.18K +38 +0.7%
1SB
567
1ST Source Bank
Indiana
$613K
WP
568
WealthShield Partners
North Carolina
$602K +$217K +1,968 +56%
RI
569
Ridgewood Investments
New Jersey
$598K +$24.3K +221 +4%
DWM
570
Defined Wealth Management
Oregon
$598K +$145K +1,319 +32%
EWA
571
Evolution Wealth Advisors
Florida
$592K +$18.1K +165 +3%
NEPPG
572
New England Professional Planning Group
Rhode Island
$584K
GCM
573
Graham Capital Management
Connecticut
$583K -$110K -1,000 -16%
AA
574
Alesco Advisors
New York
$583K
VST
575
Van Strum & Towne
California
$581K -$515K -4,680 -47%