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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 %
LA
976
LM Advisors
California
$77.6K +$77.6K +701 New
ATC
977
Adirondack Trust Company
New York
$76.9K
BC
978
Barrett & Company
Rhode Island
$72.5K -$5.2K -47 -7%
PP
979
PrairieView Partners
Minnesota
$71K
USB
980
Union Savings Bank
Connecticut
$69.7K
NG
981
NWK Group
California
$62K
SNB
982
Security National Bank
Nebraska
$62K +$62K +560 New
BCM
983
Blume Capital Management
California
$60.9K
EW
984
Element Wealth
Mississippi
$60.7K +$664 +6 +1%
RIM
985
Rockbridge Investment Management
New York
$60.6K +$60.6K +548 New
JWA
986
JFS Wealth Advisors
Pennsylvania
$60K
MFC
987
Mechanics Financial Corp
Ohio
$58.8K
CSPIA
988
Cary Street Partners Investment Advisory
Virginia
$58.6K -$2.17K -1,050 -4%
CCA
989
Criterion Capital Advisors
Tennessee
$58.4K +$58.4K +528 New
AWM
990
Activest Wealth Management
Florida
$58.3K
FPFS
991
First Personal Financial Services
North Carolina
$57.3K
WT
992
Washington Trust
Rhode Island
$56.4K
MHR
993
Matthew Hamilton Rosenberg
$56K
WPA
994
West Paces Advisors
Georgia
$55.3K -$80.9K -731 -59%
SIC
995
Salem Investment Counselors
North Carolina
$54.9K -$3.87K -35 -7%
GI
996
Gradient Investments
Minnesota
$53.8K -$1.22K -11 -2%
AFWM
997
Abich Financial Wealth Management
Virginia
$52.3K +$52.3K +473 New
NCM
998
Northwest Capital Management
Oregon
$52.1K +$332 +3 +0.6%
AWM
999
Atticus Wealth Management
Florida
$51.7K -$59.9K -541 -54%
CB
1000
Community Bank
New York
$50.8K -$59.1K -534 -54%