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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 %
BCI
276
Brinker Capital Investments
Pennsylvania
$6.07M +$1.51M +13,777 +33%
OPS
277
Orion Portfolio Solutions
Nebraska
$6.07M +$1.51M +13,777 +33%
MFG
278
Midwest Financial Group
Kansas
$6.05M -$54.3K -491 -0.9%
Vontobel Holding
279
Vontobel Holding
Switzerland
$6.03M +$944K +8,529 +19%
CFP
280
Curran Financial Partners
South Carolina
$5.95M -$3.64M -33,511 -38%
CCM
281
Crabel Capital Management
California
$5.94M +$4.54M +41,050 +326%
FSC
282
Full Sail Capital
Oklahoma
$5.86M -$9.44M -85,336 -62%
BHWM
283
Bar Harbor Wealth Management
New Hampshire
$5.75M -$1.2M -10,855 -17%
WFA
284
Wellspring Financial Advisors
Ohio
$5.74M -$58.1K -525 -1%
MA
285
Modus Advisors
Minnesota
$5.65M -$195K -1,759 -3%
FDP
286
Financiere des Professionnels
Quebec, Canada
$5.64M -$1.22M -11,000 -18%
JSAM
287
J. Safra Asset Management
New York
$5.6M +$26K +235 +0.5%
ACA
288
Anchor Capital Advisors
Massachusetts
$5.48M
MIH
289
Meitav Investment House
Israel
$5.37M +$5.37M +48,536 New
KPWS
290
Kestra Private Wealth Services
Texas
$5.35M +$1.51M +13,648 +39%
MA
291
Mutual Advisors
Nebraska
$5.33M -$110K -998 -2%
SPIA
292
Steward Partners Investment Advisory
New York
$5.29M +$1.95M +17,586 +58%
SWP
293
ShoreHaven Wealth Partners
New Jersey
$5.18M +$232K +2,096 +5%
IA
294
IFG Advisory
Georgia
$5.17M +$384K +3,473 +8%
AIP
295
Ameritas Investment Partners
Nebraska
$5.1M +$443K +4,001 +10%
CWM
296
Congress Wealth Management
Massachusetts
$5.08M +$619K +5,590 +14%
ECM
297
Evergreen Capital Management
Washington
$4.99M -$129K -1,168 -3%
NEI
298
Northwest & Ethical Investments
Ontario, Canada
$4.88M -$166K -1,500 -3%
PCA
299
Providence Capital Advisors
North Carolina
$4.85M -$83.7K -756 -2%
CCM
300
Condor Capital Management
New Jersey
$4.84M -$547K -4,940 -10%