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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 %
CWM
1051
CarsonAllaria Wealth Management
Illinois
$14K +$222 +2 +2%
DFA
1052
DHJJ Financial Advisors
Illinois
$13.4K
MFC
1053
Morris Financial Concepts
South Carolina
$13.1K
SC
1054
Stephens Consulting
Michigan
$13.1K
AWM
1055
AllSquare Wealth Management
New York
$12.8K
TIM
1056
Thompson Investment Management
Wisconsin
$12.7K +$12.7K +115 New
ME
1057
McIlrath & Eck
Washington
$12.5K
DWMG
1058
DB Wealth Management Group
California
$12.3K +$8.63K +78 +236%
PSB
1059
Piscataqua Savings Bank
New Hampshire
$12.2K
CB
1060
Centennial Bank
Arkansas
$11.3K
S
1061
SignatureFD
Georgia
$11.2K -$1.44K -13 -11%
AC
1062
AlphaCore Capital
California
$11.1K -$16.8K -152 -60%
ODG
1063
O'Dell Group
Ohio
$10.5K +$10.5K +95 New
JAM
1064
JCIC Asset Management
Ontario, Canada
$9.41K
RFG
1065
REAP Financial Group
Texas
$8.52K +$8.52K +77 New
TC
1066
Truvestments Capital
Florida
$8.3K +$7.08K +64 +582%
IUHSA
1067
Itau Unibanco Holding S.A.
Brazil
$8.3K -$3.9M -35,280 -100%
FDCP
1068
Foster Dykema Cabot & Partners
Massachusetts
$7.64K +$7.64K +69 New
MFT
1069
Moisand Fitzgerald Tamayo
Florida
$7.08K +$7.08K +64 New
ST
1070
Smithfield Trust
Pennsylvania
$6K +$6K +50 New
HMS
1071
Hanseatic Management Services
New Mexico
$5.75K +$443 +4 +8%
PMFA
1072
Plante Moran Financial Advisors
Michigan
$5.2K -$264K -2,389 -98%
HR
1073
Howe & Rusling
New York
$4.98K -$29.4K -266 -86%
GWMIA
1074
Global Wealth Management Investment Advisory
Florida
$4.98K
VWM
1075
Valley Wealth Managers
New Jersey
$4.43K