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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 %
FT
726
Fiduciary Trust
Massachusetts
$310K -$51.5K -470 -14%
DC
727
Davenport & Co
Virginia
$307K -$18.3K -167 -6%
HA
728
Hofer & Associates
California
$300K
FSA
729
Fort Sheridan Advisors
Illinois
$299K -$18.9K -172 -6%
AWE
730
Avidian Wealth Enterprises
Texas
$299K -$1.07M -9,792 -78%
BWM
731
BCS Wealth Management
Tennessee
$295K
CSB
732
City State Bank
Iowa
$295K +$24.7K +225 +9%
DT
733
Diversified Trust
Tennessee
$291K +$291K +2,655 New
GLA
734
Good Life Advisors
Pennsylvania
$288K -$35.4K -323 -11%
WAM
735
Walker Asset Management
Missouri
$287K
BHB
736
Bank Hapoalim BM
Israel
$287K -$11.2M -100,045 Closed
CWA
737
Canvas Wealth Advisors
Kansas
$286K +$31.1K +285 +12%
RFO
738
RiverGlades Family Offices
Florida
$286K
FPAS
739
Focus Partners Advisor Solutions
Missouri
$283K -$4.64M -42,341 -94%
CF
740
Centaurus Financial
California
$283K +$45.3K +413 +19%
GCA
741
Guardian Capital Advisors
Ontario, Canada
$282K -$6.25K -57 -2%
CB
742
Cadence Bank
Mississippi
$282K
I2I
743
Insight 2811 Inc
Illinois
$280K -$219K -1,994 -44%
KFI
744
Key Financial Inc
Pennsylvania
$280K +$195K +1,777 +228%
MWAM
745
Manhattan West Asset Management
California
$280K +$280K +2,551 New
SSB
746
Sandy Spring Bank
Maryland
$277K +$97.6K +890 +55%
PFBT
747
Parkside Financial Bank & Trust
Missouri
$276K +$548 +5 +0.2%
CWP
748
Concord Wealth Partners
Virginia
$276K -$13.6K -124 -5%
TYCC
749
Texas Yale Capital Corp
Florida
$275K -$11K -100 -4%
VCA
750
Verdence Capital Advisors
Maryland
$274K -$2.08K -19 -0.8%