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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 %
FWM
701
Fonville Wealth Management
Virginia
$585K +$585K +5,283 New
MWM
702
Modera Wealth Management
New Jersey
$581K +$3.1K +28 +0.5%
MCWS
703
McKinley Carter Wealth Services
West Virginia
$574K -$103K -929 -15%
TWP
704
Tempus Wealth Planning
California
$572K +$110K +996 +24%
WT
705
Whittier Trust
California
$570K -$17.8K -161 -3%
BF
706
BOK Financial
Oklahoma
$563K -$95.2K -860 -14%
PI
707
PineBridge Investments
New York
$559K -$12.3M -111,293 -96%
VWWMG
708
Vermillion & White Wealth Management Group
Pennsylvania
$553K +$553K +4,998 New
GCA
709
Gradient Capital Advisors
California
$552K -$33.2K -300 -6%
SAG
710
SageView Advisory Group
California
$552K -$756K -7,415 Closed
LLWM
711
Life Line Wealth Management
California
$549K +$549K +4,959 New
IC
712
Innealta Capital
Texas
$548K -$2.94M -26,539 -84%
BWA
713
BCU Wealth Advisors
Illinois
$545K +$545K +4,929 New
MLM
714
Mount Lucas Management
Pennsylvania
$541K +$541K +4,889 New
HWA
715
HCR Wealth Advisors
California
$539K +$106K +959 +25%
MWS
716
Maxwell Wealth Strategies
California
$537K +$537K +4,856 New
AA
717
Ancora Advisors
Ohio
$537K +$182K +1,642 +51%
BFG
718
Buttonwood Financial Group
Missouri
$532K -$664 -6 -0.1%
CHC
719
City Holding Co
West Virginia
$528K -$186K -1,677 -26%
Fiera Capital (Canada)
720
Fiera Capital (Canada)
Quebec, Canada
$527K -$23.7K -214 -4%
CF
721
Cantor Fitzgerald
New York
$525K +$7.97K +72 +2%
TA
722
TFG Advisers
Michigan
$518K -$41.1K -371 -7%
PFA
723
Pettinga Financial Advisors
Indiana
$517K +$115K +1,036 +28%
MSAGDF
724
Moneda SA Administradora General de Fondos
Chile
$512K +$100K +908 +24%
PSCM
725
Per Stirling Capital Management
Texas
$512K +$5.53K +50 +1%