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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 %
CP
576
Castleview Partners
Texas
$1.09M +$1.01M +9,143 +1,268%
NAG
577
Northstar Advisory Group
New Jersey
$1.09M +$1.09M +9,861 New
SEIA
578
Signature Estate & Investment Advisors
California
$1.09M -$111K -1,003 -9%
TCA
579
Transcend Capital Advisors
New Jersey
$1.09M +$201K +1,819 +23%
PCM
580
Parsons Capital Management
Rhode Island
$1.08M -$37.1K -335 -3%
BBHC
581
Brown Brothers Harriman & Co
New York
$1.06M +$208K +1,879 +24%
CC
582
Copperleaf Capital
North Carolina
$1.05M +$262K +2,364 +33%
Kovitz Investment Group Partners
583
Kovitz Investment Group Partners
Illinois
$1.04M -$141K -1,278 -12%
TCM
584
Traynor Capital Management
Pennsylvania
$1.04M -$484K -4,376 -32%
TF
585
Tompkins Financial
New York
$1.04M +$122K +1,102 +13%
SG
586
Sharper & Granite
California
$1.04M -$3.87K -35 -0.4%
SL
587
SWMG LLC
Texas
$1.03M +$399K +3,607 +64%
SS
588
Sunbelt Securities
Texas
$1.02M -$105K -950 -9%
B
589
Bellecapital
Switzerland
$1.02M -$221K -1,995 -18%
PIMG
590
Patriot Investment Management Group
Tennessee
$1.01M -$101K -916 -9%
BFG
591
Berger Financial Group
Minnesota
$994K +$153K +1,381 +18%
BWP
592
Balboa Wealth Partners
Arizona
$988K +$988K +8,931 New
RG
593
Rathbones Group
United Kingdom
$985K +$4.43K +40 +0.5%
RAM
594
Riggs Asset Management
Pennsylvania
$982K -$531K -4,798 -35%
LA
595
Lane & Associates
New Jersey
$981K +$135K +1,219 +16%
OFG
596
Omega Financial Group
California
$977K -$78.7K -711 -7%
CIA
597
Compass Ion Advisors
Pennsylvania
$977K +$2.1K +19 +0.2%
FA
598
Flagstar Advisors
New York
$973K +$415K +3,753 +74%
CFB
599
Cullen/Frost Bankers
Texas
$964K +$674K +6,092 +233%
QWP
600
Quotient Wealth Partners
Texas
$963K +$963K +8,700 New