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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 %
NP
876
Nilsine Partners
Colorado
$252K -$63.6K -575 -20%
PIA
877
Perennial Investment Advisors
California
$252K +$252K +2,273 New
CWP
878
Concord Wealth Partners
Virginia
$251K -$20K -181 -7%
MA
879
MKT Advisors
California
$251K +$251K +2,310 New
CWA
880
Canvas Wealth Advisors
Kansas
$248K -$39K -353 -14%
JWM
881
Jessup Wealth Management
Ohio
$247K -$274K -2,476 -53%
MI
882
Motiv8 Investments
Florida
$246K +$246K +2,224 New
MFA
883
Mayflower Financial Advisors
Massachusetts
$245K -$68.1K -615 -22%
TYCC
884
Texas Yale Capital Corp
Florida
$244K
OPWM
885
Oxinas Partners Wealth Management
Indiana
$242K -$10.5K -95 -4%
CWM
886
Connecticut Wealth Management
Connecticut
$240K -$50.9K -460 -17%
WQ
887
Wealth Quarterback
New Jersey
$240K +$4.87K +44 +2%
PBK
888
Peoples Bank (Kansas)
Kansas
$239K -$305K -2,760 -56%
FPAS
889
Focus Partners Advisor Solutions
Missouri
$238K -$127K -1,149 -35%
FHA
890
Flagship Harbor Advisors
Massachusetts
$237K -$15.5K -140 -6%
SCP
891
Sandhill Capital Partners
New York
$237K +$237K +2,139 New
SWA
892
SOA Wealth Advisors
New York
$234K +$774 +7 +0.3%
CAM
893
Claret Asset Management
Quebec, Canada
$233K -$114K -1,028 -33%
LFG
894
Larson Financial Group
Missouri
$232K +$10.7K +97 +5%
CAM
895
Cresset Asset Management
Illinois
$232K +$232K +2,093 New
WI
896
Wedgewood Investors
Pennsylvania
$231K
FWM
897
Finer Wealth Management
Massachusetts
$231K -$20.3K -183 -8%
PWMG
898
Pioneer Wealth Management Group
Texas
$230K +$230K +2,082 New
PFBT
899
Parkside Financial Bank & Trust
Missouri
$230K -$48.2K -436 -17%
HAM
900
Harmony Asset Management
Arizona
$230K +$230K +2,080 New