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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 %
MTC
1026
Matrix Trust Company
Colorado
$25K
EWM
1027
EPG Wealth Management
Georgia
$24K +$856 +8 +4%
AIM
1028
Anchor Investment Management
South Carolina
$23.9K -$16.3K -147 -40%
OC
1029
Oakworth Capital
Alabama
$23.8K
SVCP
1030
Silicon Valley Capital Partners
California
$23.6K +$332 +3 +1%
PAI
1031
Pittenger & Anderson Inc
Nebraska
$23.2K
First Manhattan
1032
First Manhattan
New York
$22.8K -$5.25K -47 -19%
BWL
1033
Bogart Wealth LLC
Virginia
$22.5K -$8.08K -73 -26%
NSG
1034
Nalls Sherbakoff Group
Tennessee
$22.1K
CSWM
1035
Cassady Schiller Wealth Management
Ohio
$22.1K
TSWM
1036
Tyler-Stone Wealth Management
Ohio
$22.1K
BSB
1037
Bangor Savings Bank
Maine
$21.4K -$81.2K -734 -79%
VAG
1038
VisionPoint Advisory Group
Texas
$20.8K -$1.1M -9,963 -98%
WWM
1039
Wolff Wiese Magana
California
$20.4K
PK
1040
Pflug Koory
Nebraska
$18.1K -$3.87K -35 -18%
SA
1041
SRH Advisors
Kansas
$17.7K
TCG
1042
Transcendent Capital Group
Oklahoma
$17.2K +$17.2K +155 New
FMTCOCP
1043
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
NFSG
1044
Newbridge Financial Services Group
Florida
$15.7K -$4.43K -40 -22%
FMII
1045
Farmers & Merchants Investments Inc
Nebraska
$15.5K
TRCT
1046
Tower Research Capital (TRC)
New York
$15.5K
CJ
1047
Caitlin John
Michigan
$15.4K +$15.4K +139 New
WIA
1048
Wetzel Investment Advisors
Indiana
$15K +$15K +135 New
BA
1049
Ballast Advisors
Minnesota
$14.8K -$4.43K -40 -23%
IPW
1050
Impact Partnership Wealth
Georgia
$14.5K -$45.3K -409 -76%