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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 %
WANY
501
Wealthspire Advisors (New York)
New York
$1.6M +$23K +208 +1%
SAM
502
Smartleaf Asset Management
Massachusetts
$1.58M +$1.58M +14,184 New
HW
503
Hancock Whitney
Mississippi
$1.57M +$491K +4,440 +46%
CIA
504
Concurrent Investment Advisors
Florida
$1.57M +$1.57M +14,162 New
WEG
505
World Equity Group
Illinois
$1.56M +$145K +1,306 +10%
BBA
506
BLB&B Advisors
Pennsylvania
$1.55M -$763K -6,892 -33%
AFG
507
Atomi Financial Group
New York
$1.55M +$443K +4,002 +40%
IFO
508
Independent Family Office
New York
$1.55M -$47.3K -427 -3%
WCWM
509
Wooster Corthell Wealth Management
Connecticut
$1.54M -$122K -1,103 -7%
HCM
510
Hollencrest Capital Management
California
$1.54M -$2.22M -20,091 -59%
GRP
511
Global Retirement Partners
California
$1.53M +$519K +4,752 +51%
CTA
512
Chesley Taft & Associates
Illinois
$1.53M +$165K +1,488 +12%
SVWG
513
Shared Vision Wealth Group
United States
$1.53M +$1.53M +13,853 New
LSPW
514
Lake Street Private Wealth
Illinois
$1.52M -$72.5K -655 -5%
PWG
515
Portside Wealth Group
Utah
$1.51M +$1.51M +13,678 New
TWM
516
Tradition Wealth Management
Minnesota
$1.51M +$494K +4,467 +49%
PFG
517
PAX Financial Group
Texas
$1.5M -$1.19M -10,986 -44%
GWMR
518
GC Wealth Management RIA
Massachusetts
$1.49M +$1.49M +13,466 New
Focus Partners Wealth
519
Focus Partners Wealth
Massachusetts
$1.48M +$1.48M +13,390 New
PFS
520
Prospera Financial Services
Texas
$1.48M -$328K -2,962 -18%
AFTS
521
American Financial & Tax Strategies
New York
$1.46M +$1.46M +13,203 New
CBC
522
Coombe, Bender & Co
New York
$1.45M +$101K +915 +8%
CFP
523
Cypress Financial Planning
New Jersey
$1.45M +$92.4K +847 +7%
AFO
524
Allie Family Office
Florida
$1.44M
LFAS
525
Level Four Advisory Services
Texas
$1.44M +$85.8K +775 +6%