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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 %
HT
826
Headlands Technologies
Illinois
$316K +$40.1K +362 +14%
RSWA
827
Robinson Smith Wealth Advisors
Maine
$314K +$314K +2,835 New
CKAIS
828
Christensen King & Associates Investment Services
Washington
$313K +$313K +2,825 New
RIL
829
Rothschild Investment LLC
Illinois
$312K +$312K +2,820 New
SSWM
830
Strait & Sound Wealth Management
California
$312K -$1.2K -11 -0.4%
BFM
831
Boothbay Fund Management
New York
$309K +$32.5K +294 +12%
HIA
832
Harbor Investment Advisory
Maryland
$308K +$232K +2,100 +307%
WAP
833
Wealthcare Advisory Partners
Pennsylvania
$306K -$19.7K -178 -6%
CCM
834
Ciovacco Capital Management
Georgia
$305K -$90.5K -819 -23%
OC
835
OxenFree Capital
Florida
$304K +$304K +2,743 New
GWM
836
Geneos Wealth Management
Colorado
$302K +$20.4K +184 +7%
HGERS
837
Householder Group Estate & Retirement Specialist
Arizona
$302K -$37K -335 -11%
SFG
838
Sovereign Financial Group
Connecticut
$301K +$65K +587 +27%
BWM
839
BCS Wealth Management
Tennessee
$301K +$2.33K +21 +0.8%
LFA
840
LGT Financial Advisors
Texas
$299K -$47.4K -428 -14%
FCI
841
Financial Counselors Inc
Kansas
$297K +$27.7K +250 +10%
QC
842
Quent Capital
New York
$296K +$284K +2,567 +2,355%
WE
843
Wealth Effects
Massachusetts
$296K +$58.4K +528 +25%
NRC
844
New Republic Capital
North Carolina
$294K +$40.9K +370 +16%
BCG
845
Breakwater Capital Group
New Jersey
$293K -$55.2K -505 -16%
GLA
846
Good Life Advisors
Pennsylvania
$292K -$775 -7 -0.3%
ACM
847
Absolute Capital Management
Pennsylvania
$291K +$291K +2,627 New
CFG
848
Cooper Financial Group
California
$289K -$164K -1,478 -36%
AWA
849
Acorn Wealth Advisors
Michigan
$280K +$996 +9 +0.4%
DCM
850
Dimension Capital Management
Florida
$278K -$77.3K -698 -22%