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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 %
JF
701
Jump Financial
Illinois
$367K +$367K +3,349 New
SWM
702
Silverlake Wealth Management
Vermont
$364K -$162K -1,478 -31%
FWM
703
Finer Wealth Management
Massachusetts
$361K -$150K -1,365 -29%
KCM
704
Kanawha Capital Management
Virginia
$360K -$164K -1,500 -31%
LW
705
Linscomb Wealth
Texas
$358K +$26.7K +244 +8%
AWM
706
Accurate Wealth Management
Florida
$356K +$18.8K +171 +6%
KWA
707
Kellett Wealth Advisors
Ohio
$353K -$32.9K -300 -9%
BWM
708
BerganKDV Wealth Management
Minnesota
$353K +$41.5K +379 +13%
DE
709
Day & Ennis
Georgia
$352K
JPLA
710
Joseph P. Lucia & Associates
New York
$351K -$19.5K -178 -5%
1SB
711
1ST Source Bank
Indiana
$351K -$62.4K -569 -15%
CWP
712
Cyndeo Wealth Partners
Florida
$350K -$4.28K -39 -1%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$347K -$84.6K -772 -20%
SW
714
SlateStone Wealth
Florida
$347K
CAM
715
Claret Asset Management
Quebec, Canada
$344K
FFA
716
Fragasso Financial Advisors
Pennsylvania
$340K -$787K -7,180 -70%
BAM
717
Baldrige Asset Management
Pennsylvania
$334K +$5.8K +53 +2%
CFG
718
Citizens Financial Group
Rhode Island
$333K -$329 -3 -0.1%
FF
719
Fluent Financial
Texas
$329K -$3.84K -35 -1%
LWM
720
Laidlaw Wealth Management
New York
$323K -$60.9K -556 -16%
FPCG
721
Forum Private Client Group
Indiana
$320K -$110 -1 -0%
SFC
722
SYM Financial Corp
Indiana
$317K -$427K -3,894 -57%
CWP
723
Capital Wealth Planning
Florida
$317K
SBIA
724
Sheaff Brock Investment Advisors
Indiana
$313K -$8.44K -77 -3%
HW
725
Hancock Whitney
Mississippi
$312K -$746K -6,812 -71%