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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 %
SCG
476
Sonata Capital Group
Washington
$1.85M -$27.6K -249 -1%
IA
477
IFP Advisors
Florida
$1.84M -$42.4K -383 -2%
WS
478
Wedbush Securities
California
$1.81M -$6.53K -59 -0.4%
TVM
479
True Vision MN
Minnesota
$1.8M +$1.8M +16,293 New
VCM
480
Virtue Capital Management
Tennessee
$1.8M -$809K -7,437 -31%
PPC
481
Park Place Capital
Alabama
$1.79M +$308K +2,787 +21%
RIM
482
Redwood Investment Management
Arizona
$1.79M -$1.67M -15,259 -48%
YDMI
483
Y.D. More Investments
Israel
$1.76M +$8.41K +76 +0.5%
SFA
484
Sequoia Financial Advisors
Ohio
$1.75M +$34.5K +312 +2%
NP
485
NorthRock Partners
Minnesota
$1.75M +$1.75M +15,821 New
PA
486
Parallel Advisors
California
$1.74M -$342K -3,095 -16%
AF
487
Advisornet Financial
Minnesota
$1.74M +$928K +8,387 +115%
Mercer Global Advisors
488
Mercer Global Advisors
Colorado
$1.73M +$1.04M +9,434 +153%
FCA
489
FinTrust Capital Advisors
South Carolina
$1.7M -$4.02M -36,325 -70%
SSWM
490
Sheets Smith Wealth Management
North Carolina
$1.7M +$35.9K +324 +2%
JCM
491
Jacobi Capital Management
Pennsylvania
$1.69M +$115K +1,042 +7%
FFN
492
Focus Financial Network
Minnesota
$1.68M +$472K +4,264 +39%
NL
493
NWAM LLC
Washington
$1.66M +$1.2M +10,865 +261%
AI
494
AXS Investments
New York
$1.66M +$1.05M +9,500 +173%
BI
495
Ballast Inc
Kentucky
$1.66M +$33.5K +303 +2%
TPWA
496
TRUE Private Wealth Advisors
Oregon
$1.64M +$208K +1,883 +15%
SW
497
Simplicity Wealth
New Jersey
$1.64M +$708K +6,402 +76%
BL
498
BCWM LLC
Kansas
$1.62M +$269K +2,429 +20%
SCA
499
Snowden Capital Advisors
New York
$1.61M +$591K +5,341 +58%
DE
500
Day & Ennis
Georgia
$1.6M +$740K +6,685 +86%