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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 %
IBOK
601
Independence Bank of Kentucky
Kentucky
$617K -$25.3K -231 -4%
EWM
602
Evercore Wealth Management
New York
$613K
HT
603
Heritage Trust
Oklahoma
$613K +$5.48K +50 +0.9%
TA
604
TFG Advisers
Michigan
$608K -$46.9K -428 -7%
T
605
TNF
Montana
$608K -$161K -1,465 -21%
AFC
606
Adaptive Financial Consulting
Ohio
$601K +$8.66K +79 +1%
VWM
607
Valley Wealth Managers
New Jersey
$598K -$55.8K -509 -9%
NEPPG
608
New England Professional Planning Group
Rhode Island
$598K
Fiera Capital (Canada)
609
Fiera Capital (Canada)
Quebec, Canada
$595K +$23.7K +216 +4%
AWMNH
610
Arcadia Wealth Management (New Hampshire)
New Hampshire
$594K -$75.7K -691 -11%
IC
611
Innealta Capital
Texas
$592K +$41.4K +378 +8%
CAMG
612
CWA Asset Management Group
Florida
$591K +$248K +2,265 +72%
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$590K -$9.98K -91 -2%
WWM
614
Western Wealth Management
Colorado
$590K -$324K -2,957 -35%
CCM
615
Ciovacco Capital Management
Georgia
$588K -$71.3K -651 -11%
APWA
616
Atlas Private Wealth Advisors
New Jersey
$586K -$6.36K -58 -1%
AA
617
Alesco Advisors
New York
$581K
TFA
618
Tranquilli Financial Advisor
New Jersey
$581K -$190K -1,734 -25%
GF
619
Gries Financial
Ohio
$577K +$2.74K +25 +0.5%
WPA
620
West Paces Advisors
Georgia
$575K -$113K -1,030 -16%
SWA
621
Sax Wealth Advisors
New Jersey
$574K -$282K -2,573 -33%
SW
622
SVB Wealth
Massachusetts
$561K -$787K -7,177 -58%
BPC
623
Banque Pictet & Cie
Switzerland
$555K
MTC
624
Matrix Trust Company
Colorado
$552K
FA
625
Flagstar Advisors
New York
$550K -$368K -3,357 -40%