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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 %
APP
551
Avantax Planning Partners
Iowa
$850K -$19.3K -176 -2%
TLFA
552
True Link Financial Advisors
California
$822K
CHC
553
City Holding Co
West Virginia
$819K -$247K -2,255 -23%
TF
554
Tompkins Financial
New York
$812K +$438 +4 +0.1%
AFO
555
Arrowroot Family Office
California
$801K +$801K +7,304 New
RA
556
RFG Advisory
Alabama
$801K -$135K -1,228 -14%
SG
557
StoneX Group
New York
$792K +$792K +7,227 New
IFPL
558
Investments & Financial Planning LLC
Kentucky
$787K -$72.9K -665 -8%
SCP
559
Seizert Capital Partners
Michigan
$783K
TPWA
560
TRUE Private Wealth Advisors
Oregon
$777K +$2.85K +26 +0.4%
TL
561
Tradewinds LLC
North Carolina
$775K +$240K +2,191 +45%
TIA
562
Tiemann Investment Advisors
California
$768K
1CP
563
1607 Capital Partners
Virginia
$767K +$767K +7,000 New
SWM
564
Spire Wealth Management
Virginia
$764K +$169K +1,542 +28%
KFS
565
Kaizen Financial Strategies
California
$757K -$282K -2,573 -27%
AA
566
Advisory Alpha
Michigan
$747K +$747K +6,814 New
MSFS
567
Main Street Financial Solutions
Pennsylvania
$744K +$2.85K +26 +0.4%
BCG
568
Breakwater Capital Group
New Jersey
$738K -$24.4K -223 -3%
OBWG
569
Onyx Bridge Wealth Group
New York
$724K -$30K -274 -4%
OIA
570
OneDigital Investment Advisors
Kansas
$719K -$110K -1,000 -13%
Walleye Trading
571
Walleye Trading
New York
$716K +$716K +6,531 New
MAM
572
MMA Asset Management
Pennsylvania
$713K -$11K -100 -2%
BS
573
Banco Santander
Spain
$709K -$158K -1,445 -18%
SFA
574
Source Financial Advisors
New York
$707K +$707K +6,449 New
RI
575
Ridgewood Investments
New Jersey
$702K +$63.8K +582 +10%