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iShares iBoxx $ High Yield Corporate Bond ETF

924 hedge funds and large institutions have $20.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 301 increasing their positions, 317 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+77
Holders Change %
+9.09%
% of All Funds
13.54%
Holding in Top 10
77
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+30.51%
% of All Funds
1.13%
New
179
Increased
301
Reduced
317
Closed
92
Calls
$8.52B
Puts
$35.2B
Net Calls
-$26.7B
Net Calls Change
-$9.25B
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
701
Litman Gregory Wealth Management
California
$272K
CD
702
Chapin Davis
Maryland
$272K +$2.86K +37 +1%
VCM
703
Vivaldi Capital Management
Illinois
$272K
GA
704
GFS Advisors
Texas
$271K
WA
705
WBH Advisory
Maryland
$270K -$297K -3,833 -52%
OWM
706
Olympus Wealth Management
Utah
$266K +$266K +3,437 New
DWM
707
Dakota Wealth Management
Florida
$265K +$265K +3,421 New
AM
708
AGF Management
Ontario, Canada
$263K -$77.4K -1,000 -23%
KA
709
Kovack Advisors
Florida
$263K +$4.88K +63 +2%
CCA
710
Catalyst Capital Advisors
New York
$262K
SCA
711
SMH Capital Advisors
Texas
$262K
PO
712
Private Ocean
California
$260K -$420K -5,429 -62%
BC
713
Bricktown Capital
Michigan
$259K
MWM
714
Meridian Wealth Management
Kentucky
$259K -$240K -3,105 -48%
AUIM
715
Aegon USA Investment Management
Iowa
$259K +$30.9K +399 +14%
PIA
716
Powell Investment Advisors
Florida
$258K +$2.01K +26 +0.8%
NRI
717
NFP Retirement Inc
California
$255K +$2.4K +31 +1%
DILIC
718
Dai-ichi Life Insurance Company
Japan
$254K -$155K -1,994 -38%
LWANC
719
Laurel Wealth Advisors (North Carolina)
North Carolina
$253K -$28.4K -367 -10%
PFM
720
Phillips Financial Management
Indiana
$250K -$28.3K -366 -10%
BDF
721
Black Diamond Financial
Maryland
$248K +$310 +4 +0.1%
BCA
722
Bay Colony Advisors
Massachusetts
$247K
PWPS
723
Pinnacle Wealth Planning Services
Ohio
$247K +$247K +3,188 New
GA
724
Gateway Advisory
New Jersey
$246K +$246K +3,180 New
CFIA
725
Cantor Fitzgerald Investment Advisors
New York
$243K +$243K +3,136 New