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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 %
PIM
801
Penobscot Investment Management
Massachusetts
$223K -$155K -1,470 -41%
WAG
802
Wallace Advisory Group
California
$222K +$222K +2,108 New
CSIC
803
Clifford Swan Investment Counsel
California
$222K
CB
804
CNB Bank
Pennsylvania
$221K +$221K +2,100 New
PA
805
Procyon Advisors
Connecticut
$221K -$75.4K -715 -25%
GD
806
Grandfield & Dodd
New York
$220K
WI
807
Wedgewood Investors
Pennsylvania
$220K
CCFM
808
Clear Creek Financial Management
Washington
$219K -$727K -6,895 -77%
SYBT
809
Stock Yards Bank & Trust
Kentucky
$218K
SWA
810
SOA Wealth Advisors
New York
$217K -$87.8K -833 -29%
AAM
811
Ameraudi Asset Management
New York
$215K -$1.99M -18,919 -90%
ACA
812
Affinity Capital Advisors
California
$215K -$2K -19 -0.9%
Thrivent Financial for Lutherans
813
Thrivent Financial for Lutherans
Minnesota
$213K -$1.2M -11,359 -85%
LA
814
Lifeworks Advisors
Michigan
$211K
FFG
815
Fullen Financial Group
Ohio
$210K +$210K +1,896 New
DCM
816
Dimension Capital Management
Florida
$207K
JIC
817
Joel Isaacson & Co
New York
$206K
DI
818
Disciplined Investments
Oklahoma
$206K -$41.3K -392 -17%
CMI
819
Clare Market Investments
Texas
$206K -$9.07K -86 -4%
SVWAG
820
Sound View Wealth Advisors Group
Georgia
$205K +$205K +1,851 New
DWP
821
Daymark Wealth Partners
Ohio
$205K +$205K +1,940 New
BWP
822
BSW Wealth Partners
Colorado
$202K +$202K +1,912 New
CNBTD
823
Citizens National Bank Trust Department
Mississippi
$194K -$93.5K -885 -33%
RWPA
824
Richard W. Paul & Associates
Michigan
$193K +$193K +1,828 New
TFGT
825
TS Financial Group (TSFG)
Illinois
$189K -$12.2K -116 -6%