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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 %
FIA
626
Foundations Investment Advisors
Arizona
$442K +$85K +769 +24%
CAC
627
Certified Advisory Corp
Florida
$440K -$132K -1,200 -23%
DE
628
Day & Ennis
Georgia
$440K
WAP
629
Wealthcare Advisory Partners
Pennsylvania
$438K -$75K -682 -15%
NEWAS
630
N.E.W. Advisory Services
Wisconsin
$437K -$590K -5,359 -57%
MC
631
Moors & Cabot
Massachusetts
$436K -$49.1K -446 -10%
ACM
632
Allred Capital Management
Texas
$436K -$18.6K -169 -4%
PPP
633
Private Portfolio Partners
New Jersey
$435K -$52K -473 -11%
DJYG
634
David J. Yvars Group
Florida
$429K -$1.12M -10,060 -72%
TWP
635
Tempus Wealth Planning
California
$428K
LPIC
636
LeJeune Puetz Investment Counsel
Michigan
$426K +$220 +2 +0.1%
ICM
637
IMS Capital Management
Oregon
$418K
SFC
638
SYM Financial Corp
Indiana
$415K +$412K +3,745 +12,483%
Loomis, Sayles & Company
639
Loomis, Sayles & Company
Massachusetts
$413K +$413K +3,755 New
JWCA
640
J.W. Coons Advisors
Ohio
$411K -$37.5K -340 -8%
AA
641
Altman Advisors
Illinois
$411K +$20.9K +185 +5%
VIA
642
Vident Investment Advisory
Georgia
$410K +$116K +1,054 +39%
MCWA
643
Meadow Creek Wealth Advisors
Georgia
$409K
LWP
644
Lumature Wealth Partners
Georgia
$406K -$1.62M -14,665 -80%
SAM
645
Sawgrass Asset Management
Florida
$403K -$22K -200 -5%
BEI
646
Benjamin Edwards Inc
Missouri
$400K +$278K +2,527 +228%
CWP
647
Concord Wealth Partners
Virginia
$399K -$11.2K -102 -3%
MOS
648
MGO One Seven
Ohio
$395K -$1.89M -17,168 -83%
PIM
649
Penobscot Investment Management
Massachusetts
$394K -$200K -1,820 -34%
CIBC World Market
650
CIBC World Market
Ontario, Canada
$392K -$126K -1,148 -24%