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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 %
UB
176
UMB Bank
Missouri
$10.9M +$8.39M +79,555 +331%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$10.8M -$2.72M -25,843 -20%
FNC
178
First National Corp
Massachusetts
$10.8M +$5.51M +52,232 +104%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$10.7M -$576K -5,460 -5%
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M -$40.1M -380,000 -79%
JRCM
181
Jones Road Capital Management
New York
$10.5M
EH
182
Equitable Holdings
New York
$10.5M -$4.29M -40,654 -29%
DI
183
DDFG Inc
California
$10.4M +$10.4M +98,419 New
AWM
184
AE Wealth Management
Kansas
$10.4M +$253K +2,401 +3%
FD
185
Financial Designs
California
$10.3M +$10.3M +97,385 New
SEI Investments
186
SEI Investments
Pennsylvania
$10.2M -$1.48K -14 -0%
WB
187
WesBanco Bank
West Virginia
$9.95M +$5.23M +49,578 +111%
SF
188
Synovus Financial
Georgia
$9.8M -$338K -3,207 -3%
TCM
189
Twele Capital Management
Minnesota
$9.69M +$394K +3,734 +4%
HIIFS
190
Harel Insurance Investments & Financial Services
Israel
$9.61M
BHWM
191
Bar Harbor Wealth Management
New Hampshire
$9.58M -$1.59M -15,077 -14%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$9.49M -$89.5M -848,999 -90%
MA
193
Mutual Advisors
Nebraska
$9.39M +$6.63M +62,891 +240%
CWM
194
Curi Wealth Management
North Carolina
$9.34M +$9.34M +88,627 New
Massachusetts Financial Services
195
Massachusetts Financial Services
Massachusetts
$9.31M +$9.31M +88,330 New
LWA
196
Lineweaver Wealth Advisors
Ohio
$9.04M +$30.2K +286 +0.3%
SWP
197
Strategic Wealth Partners
Ohio
$9.04M +$26.4K +250 +0.3%
SC
198
Scotia Capital
Ontario, Canada
$8.77M -$927K -8,788 -10%
KAS
199
Kestra Advisory Services
Texas
$8.75M -$532K -5,050 -6%
RWG
200
Regal Wealth Group
California
$8.67M -$7.49K -71 -0.1%