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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 %
KFS
601
Kaizen Financial Strategies
California
$959K -$124K -1,118 -11%
SR
602
Syntax Research
Florida
$956K -$30.1K -272 -3%
D
603
Diversified
Delaware
$951K -$109K -989 -10%
SB
604
Strategic Blueprint
Georgia
$941K +$513K +4,640 +120%
LA
605
LexAurum Advisors
Kansas
$937K +$250K +2,258 +36%
RSWM
606
Robertson Stephens Wealth Management
California
$936K +$517K +4,672 +123%
CFA
607
Camarda Financial Advisors
Florida
$928K +$928K +8,390 New
IHL
608
Investment House LLC
California
$926K -$16.6K -150 -2%
SOS
609
Silver Oak Securities
Tennessee
$924K +$165K +1,495 +22%
RJT
610
Raymond James Trust
Florida
$920K -$52.3K -473 -5%
SIA
611
Sage Investment Advisers
New York
$919K +$919K +8,308 New
ACA
612
Aptus Capital Advisors
Alabama
$918K -$251K -2,264 -21%
LL
613
LPWM LLC
Minnesota
$915K +$915K +8,425 New
CRWM
614
Castle Rock Wealth Management
California
$914K +$914K +8,406 New
SWIM
615
Smallwood Wealth Investment Management
New Jersey
$910K -$58.9K -532 -6%
KWA
616
Kingswood Wealth Advisors
California
$902K +$902K +8,150 New
SC
617
Solstein Capital
California
$902K +$727K +6,567 +415%
MC
618
Moors & Cabot
Massachusetts
$895K +$89K +804 +11%
RI
619
Ridgewood Investments
New Jersey
$893K +$90.1K +814 +11%
FNBT
620
FineMark National Bank & Trust
Florida
$880K -$88.1K -796 -9%
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
$877K -$1.08M -9,768 -55%
EFM
622
E Fund Management
China
$874K
FCC
623
Florin Court Capital
United Kingdom
$874K +$874K +7,900 New
EFMH
624
E Fund Management (HK)
Hong Kong
$874K
GI
625
GLOBALT Investments
Georgia
$874K +$874K +7,896 New