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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 %
RC
426
Roundview Capital
New Jersey
$2.39M -$1.12M -10,108 -32%
AWM
427
Avior Wealth Management
Nebraska
$2.38M -$154K -1,391 -6%
T
428
TNF
Montana
$2.37M +$590K +5,388 +33%
KWMG
429
King Wealth Management Group
Florida
$2.36M -$242K -2,189 -9%
Pathstone Holdings
430
Pathstone Holdings
New Jersey
$2.35M +$2.35M +21,262 New
SCM
431
Saxony Capital Management
Missouri
$2.34M +$2.34M +21,173 New
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$2.34M -$1.45M -13,133 -38%
IF
433
Ironwood Financial
Arizona
$2.33M +$2.33M +21,067 New
WP
434
WealthShield Partners
North Carolina
$2.25M +$281K +2,541 +14%
PCA
435
Prosperity Capital Advisors
Ohio
$2.24M +$269K +2,434 +14%
FCM
436
Family Capital Management
Michigan
$2.24M -$2.1M -18,992 -48%
CWA
437
Clarus Wealth Advisors
Arizona
$2.23M +$2.23M +20,492 New
SFG
438
Seamount Financial Group
Colorado
$2.22M +$2.22M +20,049 New
RWIA
439
Roger Wittlin Investment Advisory
California
$2.21M -$112K -1,014 -5%
APW
440
Aurora Private Wealth
New Jersey
$2.21M -$108K -973 -5%
VHAM
441
Van Hulzen Asset Management
California
$2.21M +$1.11K +10 +0.1%
SA
442
Sunesis Advisors
Kansas
$2.18M -$1.76M -15,865 -45%
OWM
443
OneAscent Wealth Management
Alabama
$2.17M +$2.17M +19,634 New
ACM
444
Arcataur Capital Management
Wisconsin
$2.17M -$380K -3,430 -15%
BFW
445
Brady Family Wealth
Missouri
$2.15M -$309K -2,788 -13%
CWM
446
Centurion Wealth Management
Virginia
$2.14M +$779K +7,043 +57%
DAS
447
Dynamic Advisor Solutions
Arizona
$2.11M -$4.28M -39,381 -67%
IFA
448
Interactive Financial Advisors
Illinois
$2.1M +$427K +5,922 +25%
IAG
449
Investment Advisory Group
Massachusetts
$2.08M -$12.1K -109 -0.6%
USCWA
450
U.S. Capital Wealth Advisors
Texas
$2.07M +$391K +3,531 +23%