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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 %
OIA
926
Optimum Investment Advisors
Illinois
$205K +$3.21K +29 +2%
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$205K +$205K +1,851 New
PHWM
928
Pine Harbor Wealth Management
Maryland
$203K +$203K +1,838 New
TI
929
tru Independence
Oregon
$202K -$210K -1,893 -51%
SFG
930
Sunburst Financial Group
Alabama
$202K +$202K +1,826 New
TCM
931
Triumph Capital Management
Colorado
$201K +$201K +1,815 New
CPA
932
Cardiff Park Advisors
California
$197K -$38.7K -350 -16%
4FG
933
4Thought Financial Group
New York
$197K -$144K -1,302 -42%
DZ Bank
934
DZ Bank
Germany
$187K
CPG
935
Cornerstone Planning Group
New Jersey
$181K -$90.6K -819 -33%
BEI
936
Benjamin Edwards Inc
Missouri
$173K
BWAM
937
Boyd Watterson Asset Management
Ohio
$170K +$63.3K +572 +59%
CT
938
Colonial Trust
South Carolina
$168K -$93.2K -842 -36%
OP
939
ORG Partners
Indiana
$163K +$157K +1,411 +2,565%
BWM
940
BKM Wealth Management
Wisconsin
$159K +$159K +1,437 New
Bessemer Group
941
Bessemer Group
New Jersey
$158K +$27.1K +244 +21%
CTC
942
Central Trust Company
Missouri
$158K +$69.3K +626 +78%
S
943
Sachetta
Massachusetts
$149K +$149K +1,344 New
BONH
944
Bank of New Hampshire
New Hampshire
$144K +$49.8K +450 +53%
JHCP
945
Jackson Hole Capital Partners
Oklahoma
$142K -$78K -705 -36%
BWM
946
Baystate Wealth Management
Massachusetts
$141K +$64.2K +580 +83%
T
947
Tidemark
California
$137K +$137K +1,235 New
CA
948
Clearstead Advisors
Ohio
$134K -$134K -1,214 -50%
C
949
Covestor
United Kingdom
$132K +$4.32K +39 +3%
TFGT
950
TS Financial Group (TSFG)
Illinois
$130K -$59.8K -539 -32%