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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 %
MAM
776
Milestone Asset Management
Pennsylvania
$246K +$246K +2,231 New
SFO
777
Stokes Family Office
Louisiana
$244K -$5.9K -56 -2%
RSC
778
Red Spruce Capital
Pennsylvania
$244K
CAC
779
Certified Advisory Corp
Florida
$243K -$135K -1,279 -36%
HSA
780
HBK Sorce Advisory
Pennsylvania
$242K +$242K +2,298 New
BPCE
781
Bank Pictet & Cie (Europe)
Germany
$242K +$242K +2,291 New
SC
782
Sierra Capital
Florida
$240K +$195K +1,851 +433%
OPWM
783
Oxinas Partners Wealth Management
Indiana
$240K +$240K +2,274 New
TRIA
784
Trail Ridge Investment Advisors
Colorado
$235K
NEWAS
785
N.E.W. Advisory Services
Wisconsin
$234K -$180K -1,703 -43%
NFG
786
Nations Financial Group
Iowa
$232K -$6.86K -65 -3%
TAM
787
Townsend Asset Management
North Carolina
$231K -$240K -2,279 -51%
LL
788
LWMG LLC
Minnesota
$231K +$231K +2,187 New
GM
789
GeoWealth Management
Illinois
$230K +$29.6K +280 +15%
CAP
790
Columbia Advisory Partners
Washington
$230K +$230K +2,179 New
FANJ
791
Financial Architects (New Jersey)
New Jersey
$228K -$81.7K -775 -26%
CF
792
Centaurus Financial
California
$228K -$19.3K -183 -8%
MCAI
793
Members Capital Advisors Inc
Wisconsin
$227K +$227K +2,157 New
BWL
794
Bogart Wealth LLC
Virginia
$226K +$11.8K +112 +6%
WE
795
Wealth Effects
Massachusetts
$226K +$226K +2,145 New
CPA
796
Cardiff Park Advisors
California
$224K +$316 +3 +0.1%
FRA
797
Front Row Advisors
California
$224K -$69.6K -661 -24%
RMC
798
Regis Management Company
California
$224K +$224K +2,124 New
T
799
TrueFG
Texas
$223K +$9.59K +91 +5%
PIA
800
Powell Investment Advisors
Florida
$223K +$105 +1 +0%