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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 %
SBIA
726
Sheaff Brock Investment Advisors
Indiana
$309K +$8.12K +77 +3%
FPCG
727
Forum Private Client Group
Indiana
$308K -$182K -1,724 -37%
FSA
728
Fort Sheridan Advisors
Illinois
$306K
CWP
729
Capital Wealth Planning
Florida
$305K +$305K +2,894 New
HA
730
Hofer & Associates
California
$300K +$25.1K +238 +9%
TW
731
TrinityPoint Wealth
Connecticut
$300K -$32.9K -312 -10%
BWM
732
BerganKDV Wealth Management
Minnesota
$299K -$4.01K -38 -1%
CIBC World Market
733
CIBC World Market
Ontario, Canada
$299K +$54.2K +514 +22%
HPC
734
Hobart Private Capital
North Carolina
$299K -$1.05K -10 -0.4%
HJMC
735
Hellman Jordan Management Company
Massachusetts
$295K +$295K +2,800 New
GCA
736
Guardian Capital Advisors
Ontario, Canada
$292K
SC
737
Solstein Capital
California
$288K -$12.7K -120 -4%
TL
738
Tradewinds LLC
North Carolina
$286K +$11.5K +197 +4%
IAA
739
Independent Advisor Alliance
North Carolina
$285K -$16.6K -157 -5%
BWM
740
BCS Wealth Management
Tennessee
$284K +$47.6K +452 +20%
JAG
741
Journey Advisory Group
Kentucky
$283K -$539K -5,116 -66%
CWP
742
Concord Wealth Partners
Virginia
$279K -$107K -1,017 -28%
WAM
743
Walker Asset Management
Missouri
$276K +$4.85K +46 +2%
RFO
744
RiverGlades Family Offices
Florida
$275K +$275K +2,607 New
TYCC
745
Texas Yale Capital Corp
Florida
$275K -$39.2K -372 -12%
HI
746
Hudock Inc
Pennsylvania
$274K -$30.9K -293 -10%
CB
747
Cadence Bank
Mississippi
$271K -$3.59K -34 -1%
Federated Hermes
748
Federated Hermes
Pennsylvania
$270K +$270K +2,563 New
BA
749
Ballew Advisors
Mississippi
$270K -$173K -1,561 -39%
FCB
750
First County Bank
Connecticut
$268K +$268K +2,539 New