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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 %
MWM
776
Maripau Wealth Management
Indiana
$396K +$109K +987 +38%
OBWG
777
Onyx Bridge Wealth Group
New York
$390K -$135K -1,224 -26%
SAI
778
Savvy Advisors Inc
New York
$382K +$382K +3,455 New
HTC
779
Haverford Trust Company
Pennsylvania
$382K
BPCE
780
Bank Pictet & Cie (Europe)
Germany
$381K +$128K +1,156 +50%
GVAG
781
Great Valley Advisor Group
Delaware
$380K +$5.31K +48 +1%
VVP
782
Venture Visionary Partners
Ohio
$378K -$64.1K -579 -14%
BFG
783
Beacon Financial Group
Texas
$373K +$373K +3,374 New
SCM
784
Spreng Capital Management
Ohio
$372K -$65.3K -590 -15%
BB
785
Busey Bank
Illinois
$371K
FCM
786
Fortis Capital Management
Washington
$371K +$8.41K +76 +2%
JPLA
787
Joseph P. Lucia & Associates
New York
$370K -$24K -217 -6%
IP
788
Ignite Planners
California
$370K -$440 -4 -0.1%
MCWA
789
Meadow Creek Wealth Advisors
Georgia
$369K +$369K +3,333 New
FHC
790
First Heartland Consultants
Missouri
$367K +$103K +934 +39%
WFAG
791
Wescott Financial Advisory Group
Pennsylvania
$365K +$365K +3,299 New
PMG
792
ProVise Management Group
Florida
$363K +$221 +2 +0.1%
FF
793
Fluent Financial
Texas
$362K -$18K -163 -5%
WAG
794
Wheelhouse Advisory Group
Missouri
$362K +$362K +3,271 New
SAM
795
Strategy Asset Managers
California
$360K +$360K +3,253 New
DAM
796
Derbend Asset Management
Georgia
$358K +$125K +1,128 +54%
SS
797
Simplicity Solutions
Minnesota
$355K +$355K +3,211 New
DWP
798
Destiny Wealth Partners
Florida
$355K -$18.4M -168,794 -98%
LIA
799
LifePlan Investment Advisors
North Carolina
$354K +$126K +1,143 +56%
FWP
800
Firethorn Wealth Partners
Georgia
$352K +$131K +1,188 +60%