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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,096 hedge funds and large institutions have $33.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 417 increasing their positions, 373 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+70
Holders Change %
+6.82%
% of All Funds
16.07%
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.33%
New
188
Increased
417
Reduced
373
Closed
102
Calls
$3.01B
Puts
$5.04B
Net Calls
-$2.03B
Net Calls Change
-$1.72B
Name Holding Trade Value Shares
Change
Shares
Change %
SHJ
226
Sharkey, Howes & Javer
Colorado
$8.68M +$4.17M +37,679 +93%
TDWM
227
Topel & Distasi Wealth Management
California
$8.63M +$738K +6,668 +9%
BHCM
228
Brevan Howard Capital Management
Jersey
$8.63M +$8.63M +78,000 New
BHB
229
Bank Hapoalim BM
Israel
$8.53M -$1.52M
ICM
230
III Capital Management
Florida
$8.48M +$8.48M +76,635 New
AllianceBernstein
231
AllianceBernstein
Tennessee
$8.41M -$70.9K -641 -0.8%
IAN
232
Integrated Advisors Network
Texas
$8.41M +$2.57M +23,202 +44%
SI
233
Stephens Inc
Arkansas
$8.4M +$110K +990 +1%
SF
234
Synovus Financial
Georgia
$8.36M -$1.25M -11,309 -13%
LA
235
Lifeworks Advisors
Michigan
$8.24M +$1.19M +10,725 +17%
WF
236
Welch & Forbes
Massachusetts
$8.19M -$238K -2,151 -3%
SWA
237
Stratos Wealth Advisors
Ohio
$8.18M +$1.06M +9,584 +15%
EIP
238
Easterly Investment Partners
Massachusetts
$8.15M -$286K -2,581 -3%
FNC
239
First National Corp
Massachusetts
$8.13M +$201K +1,812 +3%
OC
240
Oppenheimer & Co
New York
$8.05M +$1.58M +14,255 +24%
AWM
241
AE Wealth Management
Kansas
$7.91M -$11.1M -101,938 -58%
IWA
242
Icon Wealth Advisors
Texas
$7.76M +$7.76M +70,084 New
PRS
243
Pinkerton Retirement Specialists
Idaho
$7.66M +$7.66M +69,243 New
GBWM
244
Granite Bay Wealth Management
New Hampshire
$7.65M -$1.34M -12,825 -15%
PFP
245
Pinnacle Financial Partners
Tennessee
$7.62M -$567K -5,120 -7%
Deutsche Bank
246
Deutsche Bank
Germany
$7.52M -$22.4M -202,370 -75%
SW
247
SteelPeak Wealth
California
$7.4M +$1.62M +14,628 +28%
UIA
248
UG Investment Advisers
Taiwan
$7.39M
EP
249
Edgestream Partners
New Jersey
$7.36M -$4.66M -42,092 -39%
FHB
250
First Hawaiian Bank
Hawaii
$7.32M +$3.58M +32,335 +96%