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iShares iBoxx $ Investment Grade Corporate Bond ETF

985 hedge funds and large institutions have $29.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 330 increasing their positions, 382 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
17.03%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.45%
New
114
Increased
330
Reduced
382
Closed
114
Calls
$2.48B
Puts
$6B
Net Calls
-$3.52B
Net Calls Change
+$257M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
951
Affiance Financial
Minnesota
$7K +$7K +71 New
PWMG
952
Prestige Wealth Management Group
New Jersey
$6K -$10.9K -100 -65%
NC
953
NewSquare Capital
Pennsylvania
$6K
ICM
954
Islay Capital Management
Texas
$6K +$103 +1 +2%
AA
955
Acorns Advisers
California
$6K +$5.36K +50 +833%
LFA
956
Legend Financial Advisors
Pennsylvania
$5.64K +$5.64K +55 New
Loomis, Sayles & Company
957
Loomis, Sayles & Company
Massachusetts
$5K -$378K -3,706 -99%
WWM
958
Wagner Wealth Management
South Carolina
$5K -$29.4K -312 -85%
AIL
959
AGF Investments LLC
Ontario, Canada
$5K +$326 +3 +7%
BL
960
Balentine LLC
Georgia
$5K +$4.1K +41 +456%
HMS
961
Hanseatic Management Services
New Mexico
$4K -$20.4K -219 -84%
S
962
SignatureFD
Georgia
$4K -$1.37K -13 -25%
MRCM
963
M&R Capital Management
New Jersey
$4K
WBC
964
West Branch Capital
Massachusetts
$4K
TAM
965
Tucker Asset Management
Colorado
$3.04K -$2.03K -20 -40%
HWMA
966
Heritage Wealth Management (Arizona)
Arizona
$3K -$5.65K -49 -65%
TFS
967
TrustCore Financial Services
Tennessee
$3K -$2.12K -24 -41%
IF
968
Integrity Financial
Wyoming
$3K +$240 +2 +9%
VNA
969
Valley National Advisers
Pennsylvania
$2K
IRC
970
Investors Research Corp
Georgia
$2K
LDFR
971
Lehman & Derafelo Financial Resources
Pennsylvania
$2K
TWP
972
TFO Wealth Partners
Ohio
$2K
POIA
973
Pin Oak Investment Advisors
Texas
$2K
OHWP
974
Oak Harbor Wealth Partners
North Carolina
$2K +$2K +23 New
MWM
975
Mascoma Wealth Management
New Hampshire
$1K -$108K -862 -99%