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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 %
TCOV
1001
Trust Company of Vermont
Vermont
$49.8K +$49.8K +450 New
CTA
1002
Colonial Trust Advisors
South Carolina
$49.4K +$5.09K +46 +12%
WWM
1003
Wagner Wealth Management
South Carolina
$47.8K
FFO
1004
Fortitude Family Office
Arizona
$44.3K +$44.3K +400 New
AA
1005
AlphaMark Advisors
Kentucky
$43K +$41.9K +375 +3,750%
NRG
1006
Nemes Rush Group
Michigan
$42.3K -$9.52K -86 -18%
SRCM
1007
Signature Resources Capital Management
California
$40.7K +$40.7K +368 New
CA
1008
Centerpoint Advisors
Massachusetts
$40K
AEPWM
1009
Atlantic Edge Private Wealth Management
Florida
$39.4K +$39.4K +356 New
AW
1010
Avion Wealth
Texas
$39K
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$38.6K
GC
1012
Gould Capital
Washington
$38.4K
BHWM
1013
Beaird Harris Wealth Management
Texas
$37.2K
SFC
1014
SYM Financial Corp
Indiana
$34.6K +$29.7K +268 +596%
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$34.4K
FIM
1016
FWL Investment Management
Texas
$32.4K +$29.2K +264 +910%
CNBTD
1017
Citizens National Bank Trust Department
Mississippi
$31.6K
MA
1018
Montag & Associates
Georgia
$30.4K
GGI
1019
Godsey & Gibb Inc
Virginia
$30K
CT
1020
Cambridge Trust
Massachusetts
$29.9K
PCFFS
1021
Pacific Center for Financial Services
California
$29.3K
MSFP
1022
Mark Sheptoff Financial Planning
Connecticut
$29.1K +$29.1K +263 New
TCM
1023
TD Capital Management
Tennessee
$26.6K
NFA
1024
Northwest Financial Advisors
Virginia
$25.5K +$25.5K +231 New
FWP
1025
FAS Wealth Partners
Kansas
$25.4K +$5.32K +48 +27%