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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 %
DL
676
DOHJ LLC
Washington
$652K +$652K +5,891 New
WAG
677
Winthrop Advisory Group
Massachusetts
$651K +$651K +5,885 New
AFC
678
Adaptive Financial Consulting
Ohio
$649K +$1.88K +17 +0.3%
TIA
679
Traphagen Investment Advisors
New Jersey
$649K -$223K -2,014 -26%
APP
680
Avantax Planning Partners
Iowa
$642K -$30.1K -272 -4%
RFN
681
RDA Financial Network
Iowa
$641K +$90.1K +814 +16%
ACP
682
Aveo Capital Partners
Colorado
$640K +$40.3K +364 +7%
Kayne Anderson Rudnick Investment Management
683
Kayne Anderson Rudnick Investment Management
California
$635K +$278K +2,519 +78%
NEPPG
684
New England Professional Planning Group
Rhode Island
$633K
IPW
685
Intergy Private Wealth
Colorado
$633K +$58.9K +532 +10%
PWP
686
Perfromance Wealth Partners
Illinois
$630K -$75.6K -683 -11%
MSFS
687
Main Street Financial Solutions
Pennsylvania
$627K -$90.9K -821 -13%
FPCP
688
Fort Point Capital Partners
California
$620K -$131K -1,186 -17%
PFM
689
Peak Financial Management
Massachusetts
$618K +$618K +5,585 New
WPC
690
White Pine Capital
Minnesota
$608K -$150K -1,359 -20%
CWP
691
Cyndeo Wealth Partners
Florida
$608K +$233K +2,104 +62%
IBOK
692
Independence Bank of Kentucky
Kentucky
$605K
SC
693
Summa Corp
Texas
$603K +$603K +5,450 New
PPP
694
Private Portfolio Partners
New Jersey
$595K +$40.9K +370 +7%
AFAS
695
Acorn Financial Advisory Services
Virginia
$594K -$36.5K -335 -6%
PMAM
696
Picton Mahoney Asset Management
Ontario, Canada
$594K +$140K +1,270 +31%
TIA
697
Tiemann Investment Advisors
California
$590K -$185K -1,670 -24%
PAA
698
Peregrine Asset Advisers
Oregon
$590K -$85.5K -773 -13%
AA
699
Alesco Advisors
New York
$586K
KC
700
Kepos Capital
New York
$586K +$44.2K +400 +8%