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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 %
CAG
626
Crestwood Advisors Group
Massachusetts
$873K +$535K +4,838 +158%
RFP
627
RCS Financial Planning
Maryland
$863K +$476K +4,300 +123%
PA
628
PFG Advisors
Arizona
$860K -$25.7K -232 -3%
WIA
629
World Investment Advisors
California
$856K -$171K -1,545 -17%
APWM
630
Argonautica Private Wealth Management
Massachusetts
$849K -$37.4K -338 -4%
PCM
631
Palouse Capital Management
Washington
$849K -$8.96K -81 -1%
APWA
632
Atlas Private Wealth Advisors
New Jersey
$844K -$72.6K -656 -8%
ATPW
633
Ashton Thomas Private Wealth
Arizona
$836K +$391K +3,535 +88%
MPPLM
634
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$832K -$110K -995 -12%
TLFA
635
True Link Financial Advisors
California
$830K
SG
636
StoneX Group
New York
$828K +$29.7K +268 +4%
MYIA
637
Mount Yale Investment Advisors
Colorado
$825K +$267K +2,412 +48%
AFO
638
Arrowroot Family Office
California
$817K -$60.2K -544 -7%
MSWMA
639
Market Street Wealth Management Advisors
Indiana
$814K -$9.78M -88,365 -92%
HI
640
Harbour Investments
Wisconsin
$810K +$304K +2,743 +60%
Federated Hermes
641
Federated Hermes
Pennsylvania
$810K +$722K +6,521 +815%
DJYG
642
David J. Yvars Group
Florida
$807K -$664 -6 -0.1%
GIA
643
Gladstone Institutional Advisory
Florida
$803K +$35.2K +318 +5%
CFG
644
Cosner Financial Group
Colorado
$788K -$19.7K -178 -2%
GA
645
Greytown Advisors
Florida
$785K -$15.3K -138 -2%
VWM
646
Venturi Wealth Management
Texas
$779K +$220K +1,990 +39%
HT
647
Heritage Trust
Oklahoma
$776K -$12.2K -110 -2%
KFP
648
KMG Fiduciary Partners
Ohio
$773K +$141K +1,272 +22%
RA
649
Rockingstone Advisors
Massachusetts
$761K +$331K +2,992 +77%
DWA
650
Dorsey Wright & Associates
California
$754K +$754K +6,815 New