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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 %
FTS
351
Fifth Third Securities
Ohio
$3.66M +$58K +524 +2%
FA
352
Forefront Analytics
Pennsylvania
$3.65M +$235K +2,127 +7%
VCP
353
Verus Capital Partners
Arizona
$3.64M -$434K -3,920 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
354
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.64M -$14.8M -133,936 -80%
BPA
355
Beacon Pointe Advisors
California
$3.61M -$12.5K -113 -0.3%
FAM
356
Family Asset Management
South Carolina
$3.6M +$408K +3,685 +13%
HI
357
Horizon Investments
North Carolina
$3.54M -$29.1M -264,071 -89%
UCB
358
United Community Bank
South Carolina
$3.53M -$490K -4,424 -12%
AAS
359
Ameritas Advisory Services
Nebraska
$3.51M +$881K +7,971 +34%
LWM
360
Lionsbridge Wealth Management
Florida
$3.49M +$3.49M +31,555 New
WHG
361
Westwood Holdings Group
Texas
$3.45M -$1.74M -15,687 -33%
KFSC
362
Keystone Financial Services (Colorado)
Colorado
$3.44M +$1.12M +10,083 +48%
CFAM
363
Center For Asset Management
Florida
$3.43M +$84.1K +760 +3%
HA
364
Herold Advisors
New York
$3.37M +$2.98M +26,945 +774%
HWMC
365
Heritage Wealth Management (California)
California
$3.36M +$3.36M +30,364 New
LWA
366
Lantern Wealth Advisors
New York
$3.35M +$3.35M +30,313 New
IFAM
367
Institutional & Family Asset Management
Colorado
$3.33M -$3.56M -32,203 -52%
PA
368
Probity Advisors
Texas
$3.24M -$2.35M -21,226 -42%
RFC
369
Regions Financial Corp
Alabama
$3.24M +$11.1K +100 +0.3%
FRA
370
Frank Rimerman Advisors
California
$3.23M +$1.12M +10,165 +53%
William Blair & Company
371
William Blair & Company
Illinois
$3.19M +$1.67M +15,067 +110%
DSC
372
Duncker Streett & Co
Missouri
$3.18M -$117K -1,054 -4%
FLA
373
Financial Life Advisors
Texas
$3.18M -$409K -3,698 -11%
SFFS
374
Stonehage Fleming Financial Services
Jersey
$3.15M -$202K -1,824 -6%
CA
375
Claro Advisors
Massachusetts
$3.13M +$787K +7,116 +34%