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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 %
AFG
551
Albion Financial Group
Utah
$1.23M +$1.23M +11,154 New
NCM
552
Neumann Capital Management
California
$1.22M -$50.6K -457 -4%
AWA
553
Arete Wealth Advisors
Illinois
$1.21M +$372K +3,365 +44%
GM
554
GeoWealth Management
Illinois
$1.21M +$933K +8,418 +343%
DADC
555
D.A. Davidson & Co
Montana
$1.2M -$505K -4,559 -30%
CTA
556
Camelot Technology Advisors
California
$1.2M +$1.2M +10,830 New
CA
557
Cambridge Advisors
Nebraska
$1.2M -$55.3K -500 -4%
OWMIAS
558
One Wealth Management Investment & Advisory Services
Florida
$1.19M +$1.19M +10,788 New
EWA
559
Etesian Wealth Advisors
Oregon
$1.19M +$6.44K +58 +0.5%
ITIM
560
Indiana Trust & Investment Management
Indiana
$1.19M
GTAM
561
Global Trust Asset Management
Florida
$1.18M +$18.5K +167 +2%
RPCA
562
Running Point Capital Advisors
California
$1.18M +$332 +3 +0%
CL
563
Cabana LLC
Arkansas
$1.18M +$1.18M +10,678 New
JWCA
564
J.W. Cole Advisors
Florida
$1.17M +$44K +398 +4%
MFIM
565
Mesirow Financial Investment Management
Illinois
$1.17M +$1.17M +10,570 New
CWM
566
Certus Wealth Management
California
$1.17M +$308K +2,783 +36%
CA
567
Continuum Advisory
Idaho
$1.15M +$354K +3,195 +45%
AF
568
Allworth Financial
California
$1.14M -$302K -2,726 -21%
PTC
569
Private Trust Company
Ohio
$1.13M +$21.4K +193 +2%
LNB
570
Ledyard National Bank
$1.13M -$11.1K -100 -1%
PNC
571
Park National Corp
Ohio
$1.12M -$100K -905 -8%
RB
572
Renasant Bank
Mississippi
$1.12M +$73.4K +663 +7%
SC
573
Sierra Capital
Florida
$1.11M +$636K +5,749 +134%
AR
574
Apeiron RIA
Texas
$1.11M +$478K +4,316 +75%
WCM
575
Wunderlich Capital Managemnt
Tennessee
$1.1M -$71.8K -649 -6%