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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,017 hedge funds and large institutions have $33.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 286 increasing their positions, 411 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+32
Holders Change %
+3.25%
% of All Funds
16.41%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.57%
New
182
Increased
286
Reduced
411
Closed
122
Calls
$1.44B
Puts
$2.1B
Net Calls
-$667M
Net Calls Change
+$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
DJYG
676
David J. Yvars Group
Florida
$407K
ACI
677
Alpha Cubed Investments
California
$405K +$405K +3,837 New
ICM
678
IMS Capital Management
Oregon
$401K
SB
679
Strategic Blueprint
Georgia
$399K -$562K -5,327 -58%
LPAM
680
Lodestar Private Asset Management
California
$398K +$398K +3,777 New
1SB
681
1ST Source Bank
Indiana
$397K -$211K -2,000 -35%
RFN
682
RDA Financial Network
Iowa
$391K -$58.4K -554 -13%
CIAS
683
Capital Investment Advisory Services
North Carolina
$387K +$6.54K +62 +2%
AF
684
Apexium Financial
Texas
$387K -$24.1K -229 -6%
SAM
685
Sawgrass Asset Management
Florida
$386K
RA
686
Rockingstone Advisors
Massachusetts
$383K +$383K +3,630 New
CFD
687
Creative Financial Designs
Indiana
$381K +$159K +1,510 +72%
TWM
688
Tradition Wealth Management
Minnesota
$380K +$216K +2,050 +132%
KWA
689
Kellett Wealth Advisors
Ohio
$371K
CIA
690
Caerus Investment Advisors
Texas
$371K
LWM
691
Laidlaw Wealth Management
New York
$369K -$36.4K -345 -9%
CA
692
CoreCap Advisors
Michigan
$369K -$558K -5,296 -60%
CA
693
Claro Advisors
Massachusetts
$365K +$365K +3,466 New
HTC
694
Haverford Trust Company
Pennsylvania
$364K -$20K -190 -5%
GCM
695
Graham Capital Management
Connecticut
$358K -$190K -1,800 -35%
AT
696
American Trust
Kentucky
$357K +$28.7K +272 +9%
JPLA
697
Joseph P. Lucia & Associates
New York
$357K
BB
698
Busey Bank
Illinois
$355K +$1.05K +10 +0.3%
SWM
699
Selective Wealth Management
Virginia
$353K -$492K -4,451 -58%
Cohen & Steers
700
Cohen & Steers
New York
$348K +$348K +3,302 New