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iShares iBoxx $ Investment Grade Corporate Bond ETF

985 hedge funds and large institutions have $29.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 330 increasing their positions, 382 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
17.03%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.45%
New
114
Increased
330
Reduced
382
Closed
114
Calls
$2.48B
Puts
$6B
Net Calls
-$3.52B
Net Calls Change
+$257M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
576
MMA Asset Management
Pennsylvania
$590K +$54.7K +534 +10%
HIS
577
Horizon Investment Services
Indiana
$585K -$60K -585 -9%
RIA
578
Richwood Investment Advisors
Ohio
$582K -$149K -1,455 -20%
AFC
579
AFT Forsyth & Company
Florida
$581K -$25.9K -253 -4%
EPM
580
Elm Partners Management
Pennsylvania
$579K +$579K +5,650 New
PP
581
Prosperity Planning
Missouri
$576K -$616K
APWA
582
Atlas Private Wealth Advisors
New Jersey
$575K -$4.91K -48 -0.8%
AWM
583
Axxcess Wealth Management
California
$568K -$249K -2,428 -30%
EWM
584
Evercore Wealth Management
New York
$568K -$67.3K -657 -11%
HT
585
Heritage Trust
Oklahoma
$568K -$30.5K -298 -5%
HCP
586
Hexagon Capital Partners
Arkansas
$565K -$156K -1,519 -22%
ML
587
McAdam LLC
Pennsylvania
$563K -$32.2K -314 -5%
Koshinski Asset Management
588
Koshinski Asset Management
Illinois
$559K +$48.8K +477 +10%
JSL
589
JT Stratford LLC
Georgia
$558K +$73.3K +715 +15%
GRP
590
Global Retirement Partners
California
$556K -$119K -1,174 -18%
WIM
591
WealthPlan Investment Management
Nebraska
$550K +$550K +4,999 New
CC
592
Copperleaf Capital
North Carolina
$550K +$550K +5,373 New
LWANC
593
Laurel Wealth Advisors (North Carolina)
North Carolina
$547K +$129K +1,260 +31%
SCM
594
Stevens Capital Management
Pennsylvania
$544K +$544K +5,314 New
NEPPG
595
New England Professional Planning Group
Rhode Island
$543K
AA
596
Alesco Advisors
New York
$543K
Fiera Capital (Canada)
597
Fiera Capital (Canada)
Quebec, Canada
$542K +$5.23K +51 +1%
MSL
598
Mackay Shields LLC
New York
$541K
AFC
599
Adaptive Financial Consulting
Ohio
$540K +$17.4K +170 +3%
FT
600
Fiduciary Trust
Massachusetts
$539K