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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 %
GWP
651
Gateway Wealth Partners
Wisconsin
$750K +$260K +2,349 +53%
IAIM
652
International Assets Investment Management
Florida
$743K -$85.7K -774 -10%
ML
653
McAdam LLC
Pennsylvania
$741K -$119K -1,071 -14%
GSEP
654
Golden State Equity Partners
California
$740K -$223K -2,013 -23%
AFP
655
Ausdal Financial Partners
Iowa
$739K +$64.1K +579 +9%
Asset Management One
656
Asset Management One
Japan
$734K +$734K +6,610 New
SWM
657
Silverlake Wealth Management
Vermont
$734K +$114K +1,033 +18%
PP
658
Prosperity Planning
Missouri
$730K -$644K
MWM
659
Mosley Wealth Management
California
$726K +$726K +6,561 New
AWM
660
Avaii Wealth Management
Wisconsin
$723K +$27.1K +245 +4%
MFG
661
Magnus Financial Group
New York
$723K +$723K +6,533 New
AWE
662
Avidian Wealth Enterprises
Texas
$713K +$103K +927 +17%
SWP
663
Summit Wealth Partners
Florida
$707K -$56.2K -508 -7%
CAM
664
Cidel Asset Management
Ontario, Canada
$701K -$624K
PPWP
665
Proquility Private Wealth Partners
Nevada
$694K -$733K -6,621 -51%
RW
666
Regimen Wealth
Georgia
$692K +$226K +2,045 +49%
GCL
667
Gouws Capital LLC
North Carolina
$689K -$59.8K -540 -8%
PA
668
Pinnacle Associates
New York
$688K +$11.1K +100 +2%
CG
669
Cynosure Group
Utah
$683K +$28.3K +256 +4%
CAP
670
Columbia Advisory Partners
Washington
$682K +$312K +2,821 +85%
FCIM
671
Fairview Capital Investment Management
California
$678K +$678K +6,129 New
CPL
672
CAP Partners LLC
Tennessee
$676K +$676K +6,111 New
JEST
673
JTC Employer Solutions Trustee
Jersey
$676K
AP
674
Aspect Partners
Virginia
$660K +$660K +5,963 New
CSB
675
City State Bank
Iowa
$654K +$150K +1,360 +30%