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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 %
EPM
326
Elm Partners Management
Pennsylvania
$4.15M +$2.37M +21,448 +134%
TFA
327
Transamerica Financial Advisors
Florida
$4.15M -$702K -6,345 -14%
Natixis Advisors
328
Natixis Advisors
Massachusetts
$4.13M +$4.13M +37,362 New
AWAU
329
Alliance Wealth Advisors (Utah)
Utah
$4.09M +$4.09M +36,969 New
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$4.07M +$89.3K +813 +2%
JE
331
JMAC Enterprises
Pennsylvania
$4.06M +$345K +3,122 +9%
PVI
332
Partners Value Investments
Bermuda
$4.04M
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$4M +$287K +2,596 +8%
WF
334
Wayfinding Financial
Washington
$3.99M -$6.15M -55,617 -61%
BTI
335
Blue Trust Inc
Georgia
$3.98M +$3.9M +38,178 +4,600%
TF
336
Trek Financial
Arizona
$3.98M +$1.14M +10,303 +40%
BCM
337
Brookstone Capital Management
Illinois
$3.97M -$605K -5,471 -13%
PWM
338
Pacific Wealth Management
California
$3.95M -$94.9K -858 -2%
Parallax Volatility Advisers
339
Parallax Volatility Advisers
California
$3.95M +$3.95M +35,689 New
RC
340
Rovin Capital
Arizona
$3.93M +$462K +4,176 +13%
FFS
341
Founders Financial Securities
Maryland
$3.9M -$531K -4,799 -12%
CWP
342
Corepath Wealth Partners
Arizona
$3.88M +$3.26K +30 +0.1%
WP
343
WealthSource Partners
California
$3.86M -$49.4K -446 -1%
PGF
344
Plan Group Financial
Oklahoma
$3.81M -$2.69M -24,277 -41%
NW
345
NewEdge Wealth
Pennsylvania
$3.72M -$456K -4,122 -11%
FF
346
Farrell Financial
New York
$3.71M +$3.71M +36,296 New
AA
347
Advisory Alpha
Michigan
$3.7M +$1.73M +15,607 +88%
ANTB
348
AMG National Trust Bank
Colorado
$3.68M -$47.7K -431 -1%
SFS
349
Sowell Financial Services
Arkansas
$3.68M +$1.5M +13,579 +69%
SC
350
Sykon Capital
New York
$3.66M -$660K -5,962 -15%