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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 %
PCM
576
Palouse Capital Management
Washington
$701K +$42.6K +389 +6%
MAP
577
Milestone Advisory Partners
North Carolina
$700K
WT
578
Whittier Trust
California
$693K -$210K -1,912 -23%
GCA
579
Gradient Capital Advisors
California
$692K -$54.5K -497 -7%
AF
580
Advisornet Financial
Minnesota
$687K -$42.1K -384 -6%
GCL
581
Gouws Capital LLC
North Carolina
$686K +$11K +100 +2%
GT
582
Greenleaf Trust
Michigan
$681K +$681K +6,216 New
IAIM
583
International Assets Investment Management
Florida
$677K +$13.7K +125 +2%
ACA
584
Aptus Capital Advisors
Alabama
$676K +$577K +5,267 +585%
NRI
585
NFP Retirement Inc
California
$674K -$129K -1,179 -16%
HI
586
Harbour Investments
Wisconsin
$672K -$15.1K -138 -2%
ML
587
McAdam LLC
Pennsylvania
$671K +$671K +6,121 New
CAM
588
Cidel Asset Management
Ontario, Canada
$671K -$650K
D
589
Diversified
Delaware
$666K +$139K +1,264 +26%
GVAG
590
Great Valley Advisor Group
Delaware
$666K -$32.1K -293 -5%
JEST
591
JTC Employer Solutions Trustee
Jersey
$666K
NAM
592
NTV Asset Management
West Virginia
$662K -$32.9K -300 -5%
PA
593
Pinnacle Associates
New York
$662K -$30.6K -279 -4%
CFD
594
Creative Financial Designs
Indiana
$662K +$266K +2,424 +67%
DJYG
595
David J. Yvars Group
Florida
$653K +$230K +2,100 +54%
PP
596
Prosperity Planning
Missouri
$630K -$604K
HWA
597
HCR Wealth Advisors
California
$625K -$27.6K -252 -4%
SAM
598
Simplify Asset Management
Nevada
$622K +$622K +5,675 New
WQ
599
Wealth Quarterback
New Jersey
$620K -$1.16M -10,575 -65%
RIA
600
Richwood Investment Advisors
Ohio
$619K