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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 %
BTWM
801
Baker Tilly Wealth Management
Wisconsin
$351K +$79.6K +719 +29%
BSW
802
Buckingham Strategic Wealth
Missouri
$349K +$349K +3,154 New
VA
803
Vident Advisory
Georgia
$349K +$116K +1,050 +50%
Koshinski Asset Management
804
Koshinski Asset Management
Illinois
$348K -$9.19K -83 -3%
IWN
805
Independent Wealth Network
Iowa
$348K +$1.33K +12 +0.4%
TCM
806
Towneley Capital Management
California
$346K +$346K +3,128 New
DC
807
Davenport & Co
Virginia
$343K +$79.6K +719 +30%
CHA
808
Carmichael Hill & Associates
Maryland
$343K +$75K +678 +28%
SFA
809
Source Financial Advisors
New York
$342K -$9.07K -82 -3%
NC
810
Napatree Capital
Rhode Island
$339K +$339K +3,066 New
RG
811
Retirement Group
California
$339K -$11.1K -100 -3%
CFD
812
Creative Financial Designs
Indiana
$338K -$226K -2,041 -40%
LW
813
Linscomb Wealth
Texas
$338K +$1.99K +18 +0.6%
SAM
814
Sawgrass Asset Management
Florida
$335K -$69.7K -630 -17%
AWA
815
Aquire Wealth Advisors
Utah
$334K +$2.21K +20 +0.7%
FFA
816
Fragasso Financial Advisors
Pennsylvania
$333K -$76.1K -688 -19%
FAM
817
Forte Asset Management
New York
$333K -$6.17M -55,745 -95%
HIP
818
HUB Investment Partners
Texas
$331K +$6.75K +61 +2%
BAM
819
Belpointe Asset Management
Nevada
$325K -$205K -1,854 -39%
AGM
820
Alpine Global Management
New York
$325K +$325K +2,935 New
RCAG
821
Rehmann Capital Advisory Group
Michigan
$325K -$18.3K -165 -5%
APC
822
Aspire Private Capital
North Carolina
$320K +$107K +965 +50%
FT
823
Fiduciary Trust
Massachusetts
$319K
Empower Advisory Group
824
Empower Advisory Group
Colorado
$318K -$293K -2,650 -48%
SBIA
825
Sheaff Brock Investment Advisors
Indiana
$317K +$553 +5 +0.2%