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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 %
CA
526
CV Advisors
Florida
$1.44M -$160K -1,442 -10%
NSIM
527
North Star Investment Management
Illinois
$1.44M -$39.2K -354 -3%
KWS
528
Keystone Wealth Services
California
$1.42M +$76K +687 +6%
CGH
529
CMG Global Holdings
Texas
$1.42M -$15.3K -142 -1%
4WM
530
4J Wealth Management
Virginia
$1.4M +$1.4M +12,692 New
WFAG
531
Worth Financial Advisory Group
North Carolina
$1.4M +$25K +226 +2%
GCM
532
Greenland Capital Management
New York
$1.38M
LWANC
533
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38M +$28.8K +260 +2%
SFPG
534
Stonebridge Financial Planning Group
Florida
$1.36M -$820K -7,413 -38%
FFA
535
Founders Financial Alliance
North Carolina
$1.35M -$257K -2,323 -16%
JSL
536
JT Stratford LLC
Georgia
$1.34M +$92.3K +834 +7%
HPM
537
Hoxton Planning & Management
West Virginia
$1.34M +$637K +5,761 +91%
Invesco
538
Invesco
Georgia
$1.34M
AIA
539
Arrow Investment Advisors
Maryland
$1.33M -$211K -1,910 -14%
MIS
540
Morningstar Investment Services
Illinois
$1.33M +$1.07M +9,651 +424%
CMI
541
Clare Market Investments
Texas
$1.32M +$7.41K +67 +0.6%
ECM
542
Exchange Capital Management
Michigan
$1.32M -$78.6K -710 -6%
FHA
543
First Horizon Advisors
Tennessee
$1.3M +$329K +2,969 +34%
AWM
544
Axxcess Wealth Management
California
$1.29M +$1.07M +9,646 +472%
Lido Advisors
545
Lido Advisors
California
$1.29M -$196K -1,775 -13%
VST
546
Van Strum & Towne
California
$1.29M +$229K +2,065 +22%
NSB
547
Norway Savings Bank
Maine
$1.28M +$108K +975 +9%
IPWA
548
International Private Wealth Advisors
California
$1.26M +$1.26M +11,403 New
BCM
549
Brasada Capital Management
Texas
$1.26M +$1.26M +11,347 New
TAM
550
Titleist Asset Management
Texas
$1.24M +$33.8K +305 +3%