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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 %
MC
626
Moors & Cabot
Massachusetts
$546K -$35.1K -320 -6%
AFC
627
AFT Forsyth & Company
Florida
$542K -$70.1K -640 -11%
IA
628
IFG Advisory
Georgia
$542K -$41.5K -379 -7%
CF
629
Cantor Fitzgerald
New York
$541K -$69.8K -637 -11%
JIR
630
James Investment Research
Ohio
$540K +$187K +1,707 +53%
SWRP
631
Summit Wealth & Retirement Planning
California
$539K -$67.5K -616 -11%
WP
632
WealthShield Partners
North Carolina
$539K +$274K +2,497 +103%
SXL
633
Summit X LLC
Missouri
$535K +$535K +4,879 New
CBFP
634
Cedar Brook Financial Partners
Ohio
$534K -$37.6K -343 -7%
G
635
GenTrust
Florida
$534K -$81.1K -740 -13%
AAA
636
Adams Asset Advisors
Texas
$531K -$34.2K -312 -6%
TI
637
tru Independence
Oregon
$528K -$127K -1,163 -19%
FW
638
FirstPurpose Wealth
Utah
$525K +$1.86K +17 +0.4%
IPW
639
Intergy Private Wealth
Colorado
$525K +$12.2K +111 +2%
FCAM
640
First Citizens Asset Management
North Carolina
$525K -$317K -2,895 -38%
PSCM
641
Per Stirling Capital Management
Texas
$519K +$2.63K +24 +0.5%
FCM
642
Fortis Capital Management
Washington
$518K -$12.7K -116 -2%
CG
643
Cutler Group
California
$514K +$471K +4,300 +1,089%
HWM
644
HB Wealth Management
Georgia
$506K -$1.31M -11,955 -72%
CAG
645
Crestwood Advisors Group
Massachusetts
$505K +$43.8K +400 +9%
SAG
646
Spotlight Asset Group
Illinois
$505K +$505K +5,077 New
SCM
647
Spreng Capital Management
Ohio
$505K -$65.8K -600 -12%
KF
648
Krilogy Financial
Missouri
$504K -$244K -2,225 -33%
DI
649
DFPG Investments
Utah
$500K +$500K +4,564 New
AFG
650
ABLE Financial Group
Arizona
$500K +$500K +4,561 New