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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 %
FFA
376
Farther Finance Advisors
California
$3.1M +$1.64M +14,814 +112%
BPC
377
Banque Pictet & Cie
Switzerland
$3.1M +$2.46M +22,238 +386%
IIA
378
IPG Investment Advisors
California
$3.1M +$931K +8,417 +43%
LWM
379
Liberty Wealth Management
California
$3.09M +$664K +5,997 +27%
PFT
380
Providence First Trust
Arizona
$3.08M
MAG
381
Mokosak Advisory Group
Iowa
$3.08M +$66.2K +598 +2%
WIM
382
Warwick Investment Management
Texas
$3.07M -$17.3K -156 -0.6%
OWA
383
One Wealth Advisors
California
$3.03M +$2.13M +19,258 +238%
MAM
384
MMA Asset Management
Pennsylvania
$3M -$204K -1,843 -6%
BHWM
385
Bay Harbor Wealth Management
Maryland
$2.98M +$1.02M +9,182 +52%
OAP
386
One Advisory Partners
Kansas
$2.95M +$138K +1,245 +5%
CCM
387
Canal Capital Management
Virginia
$2.94M +$2.67M +24,100 +973%
FTUS
388
Flow Traders U.S.
New York
$2.92M -$951K -8,596 -25%
CAM
389
Cobblestone Asset Management
Virginia
$2.92M +$968K +8,745 +50%
CM
390
Cornerstone Management
Georgia
$2.91M -$36.9K -333 -1%
CB
391
Commerce Bank
Missouri
$2.9M -$171K -1,546 -6%
MAS
392
Meeder Advisory Services
Ohio
$2.9M -$4.43K -40 -0.2%
AWM
393
Aspire Wealth Management
Massachusetts
$2.85M -$324K -2,927 -10%
CAG
394
Csenge Advisory Group
Florida
$2.84M +$970K +8,763 +52%
SWM
395
SigFig Wealth Management
California
$2.83M +$834K +7,537 +42%
ACM
396
Arlington Capital Management
Illinois
$2.81M +$147K +1,327 +6%
Lazard Asset Management
397
Lazard Asset Management
New York
$2.81M -$2.74M
NEAM
398
New England Asset Management
Connecticut
$2.77M
Point72 Asset Management
399
Point72 Asset Management
Connecticut
$2.77M +$2.77M +25,000 New
TCMP
400
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.77M -$389K -3,512 -12%