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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 %
MRCM
1076
M&R Capital Management
New Jersey
$4.43K
AWM
1077
Able Wealth Management
New Jersey
$4.36K +$4.36K +39 New
RWPA
1078
Richard W. Paul & Associates
Michigan
$4.32K
IRC
1079
Investors Research Corp
Georgia
$4.21K
VF
1080
VitalStone Financial
Texas
$4K -$1.29M -12,256 -100%
TAM
1081
Tucker Asset Management
Colorado
$3.32K
AWA
1082
Alaska Wealth Advisors
Alaska
$2.99K -$885 -8 -23%
PAIM
1083
Punch & Associates Investment Management
Minnesota
$2.77K -$996 -9 -26%
SIS
1084
Strategic Investment Solutions
Illinois
$2.58K -$160K -1,426 -98%
OHWP
1085
Oak Harbor Wealth Partners
North Carolina
$2.55K
FUBT
1086
First United Bank & Trust
Maryland
$2.21K +$2.21K +20 New
POIA
1087
Pin Oak Investment Advisors
Texas
$2K
HDIM
1088
Hanson & Doremus Investment Management
Vermont
$2K +$2K +21 New
MWM
1089
MGB Wealth Management
Texas
$1.83K +$1.83K +17 New
CIM
1090
Contravisory Investment Management
Massachusetts
$1.77K
AGWCA
1091
Annis Gardner Whiting Capital Advisors
Florida
$1.66K
TCM
1092
Tradewinds Capital Management
Washington
$1.66K +$1.66K +15 New
FPF
1093
First Pacific Financial
Washington
$1.66K +$1.66K +15 New
FCAS
1094
First Command Advisory Services
Texas
$1.55K
CPA
1095
Clear Point Advisors
New York
$1.51K +$1.51K +14 New
PA
1096
PSI Advisors
Florida
$1.11K
VNA
1097
Valley National Advisers
Pennsylvania
$1K
MAWCM
1098
Mine & Arao Wealth Creation & Management
California
$664
GWANC
1099
Guardian Wealth Advisors (North Carolina)
North Carolina
$508
MIM
1100
MTM Investment Management
South Carolina
$443