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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 %
NAM
726
NTV Asset Management
West Virginia
$512K -$66.4K -600 -11%
QWM
727
Quadcap Wealth Management
Texas
$508K +$508K +4,593 New
IFPL
728
Investments & Financial Planning LLC
Kentucky
$507K -$236K -2,137 -32%
CCG
729
Cypress Capital Group
Florida
$502K -$280K -2,530 -36%
FW
730
FirstPurpose Wealth
Utah
$497K +$497K +4,491 New
PWCM
731
Processus Wealth & Capital Management
Tennessee
$495K +$495K +4,477 New
CIAS
732
Capital Investment Advisory Services
North Carolina
$493K +$259K +2,341 +111%
PBM
733
Propel Bio Management
California
$493K +$493K +4,456 New
ECG
734
EPIQ Capital Group
California
$491K +$7.19K +65 +1%
TPWA
735
Twin Peaks Wealth Advisors
California
$489K +$489K +4,423 New
EWM
736
Evercore Wealth Management
New York
$481K -$138K -1,249 -22%
MAG
737
M3 Advisory Group
Massachusetts
$476K +$476K +4,302 New
RFA
738
Resurgent Financial Advisors
Georgia
$476K +$139K +1,254 +41%
CFO
739
CVA Family Office
Colorado
$471K -$63.6K -575 -12%
HWM
740
HB Wealth Management
Georgia
$468K -$52.4K -473 -10%
CW
741
Channel Wealth
California
$466K -$119K -1,079 -20%
WAM
742
Worth Asset Management
Texas
$463K +$463K +4,188 New
BCM
743
Beaumont Capital Management
Massachusetts
$461K -$129K -1,164 -22%
AFC
744
AFT Forsyth & Company
Florida
$459K -$26.9K -243 -6%
DWP
745
Daymark Wealth Partners
Ohio
$459K -$30.3K -274 -6%
AAA
746
Adams Asset Advisors
Texas
$454K -$4.98K -45 -1%
MWM
747
Modern Wealth Management
Kansas
$450K +$450K +4,071 New
SW
748
SVB Wealth
Massachusetts
$449K +$52.6K +475 +13%
AAM
749
Advisors Asset Management
Colorado
$448K +$8.96K +81 +2%
DA
750
Detalus Advisors
Missouri
$448K +$131K +1,188 +42%