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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 %
OCPWS
901
One Charles Private Wealth Services
Massachusetts
$228K -$15.1K -136 -6%
CWG
902
Cornerstone Wealth Group
North Carolina
$226K +$226K +2,046 New
GWM
903
Gray Wealth Management
Maine
$226K +$7.19K +65 +3%
PIA
904
Powell Investment Advisors
Florida
$226K -$62.5K -565 -22%
EWA
905
EverSource Wealth Advisors
Alabama
$224K +$81.1K +733 +57%
CB
906
CNB Bank
Pennsylvania
$224K -$8.41K -76 -4%
AIC
907
Archer Investment Corporation
Indiana
$224K -$10.5K -95 -4%
CPRC
908
Consolidated Portfolio Review Corp
New York
$222K -$204K -1,843 -48%
T
909
TrueFG
Texas
$222K +$222K +1,994 New
GKWIM
910
Gerber Kawasaki Wealth & Investment Management
California
$221K +$221K +2,000 New
PWP
911
Private Wealth Partners
California
$221K
CSC
912
Caldwell Sutter Capital
California
$220K +$84.9K +767 +63%
BCWM
913
Bartlett & Co Wealth Management
Ohio
$217K
BC
914
Bartlett & Co
Ohio
$217K
KFI
915
Key Financial Inc
Pennsylvania
$216K -$66.9K -605 -24%
WAL
916
W Advisors LLC
Tennessee
$215K +$215K +1,941 New
CFG
917
Citizens Financial Group
Rhode Island
$215K +$215K +1,940 New
BWM
918
Baron Wealth Management
Michigan
$214K +$214K +1,937 New
MWM
919
Meridian Wealth Management
Kentucky
$213K +$213K +1,926 New
VCM
920
Verde Capital Management
Michigan
$212K -$45.8K -414 -18%
VCA
921
Verdence Capital Advisors
Maryland
$211K -$94.5K -854 -31%
IAA
922
Independent Advisor Alliance
North Carolina
$211K -$5.64K -51 -3%
FA
923
Fiduciary Alliance
South Carolina
$209K +$209K +1,888 New
PI
924
PFG Investments
New York
$209K +$209K +1,887 New
PA
925
Procyon Advisors
Connecticut
$207K -$30.2K -273 -13%