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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 %
WP
651
WealthPLAN Partners
Nebraska
$498K -$16.3K -149 -3%
HCP
652
Hexagon Capital Partners
Arkansas
$496K -$16.8K -153 -3%
PA
653
PPM America
Illinois
$496K +$496K +4,525 New
FA
654
Fermata Advisors
California
$496K +$496K +4,522 New
BTI
655
Blue Trust Inc
Georgia
$493K -$1.3M -12,343 -73%
TCA
656
Transcend Capital Advisors
New Jersey
$485K -$3.35M -30,537 -87%
SPP
657
Single Point Partners
Massachusetts
$480K +$1.86K +17 +0.4%
RG
658
Retirement Group
California
$480K +$129K +1,178 +37%
MHS
659
M Holdings Securities
Oregon
$478K +$32.5K +297 +7%
WWP
660
WR Wealth Planners
Missouri
$476K -$11.2K -102 -2%
PS
661
Planned Solutions
California
$476K
SC
662
Sierra Capital
Florida
$474K +$224K +2,043 +90%
ECG
663
EPIQ Capital Group
California
$469K +$3.07K +28 +0.7%
PPP
664
Private Portfolio Partners
New Jersey
$468K +$35.1K +320 +8%
RA
665
Rockingstone Advisors
Massachusetts
$467K +$69.1K +630 +17%
Brown Advisory
666
Brown Advisory
Maryland
$465K +$465K +4,239 New
SS
667
Sunbelt Securities
Texas
$459K +$136K +1,252 +42%
PFM
668
Phillips Financial Management
Indiana
$452K -$63.1K -576 -12%
SAM
669
Strategy Asset Managers
California
$450K +$548 +5 +0.1%
IP
670
Ignite Planners
California
$448K +$448K +4,079 New
RFN
671
RDA Financial Network
Iowa
$448K +$41.1K +375 +10%
CFB
672
Cullen/Frost Bankers
Texas
$442K -$121K -1,103 -21%
GCA
673
Greenwood Capital Associates
South Carolina
$439K +$3.18K +29 +0.7%
CA
674
Claro Advisors
Massachusetts
$438K +$57.7K +526 +15%
PMG
675
ProVise Management Group
Florida
$437K -$21.8K -199 -5%