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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 %
MAG
126
Members Advisory Group
New York
$20.9M +$4.45M +40,211 +27%
RBC
127
Rye Brook Capital
Connecticut
$20.8M -$20.2M -182,650 -49%
RIA
128
Regal Investment Advisors
Michigan
$20.7M +$1.11M +9,994 +6%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$20.7M -$33.4M -302,100 -62%
JF
130
Joule Financial
Kentucky
$20.6M -$305K -2,757 -1%
WS
131
Wela Strategies
Georgia
$20.5M -$65.2K -589 -0.3%
FWIA
132
Fort Washington Investment Advisors
Ohio
$20.4M -$33.2K -300 -0.2%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$20.2M -$265K -2,399 -1%
WW
134
Westshore Wealth
California
$20.1M +$1.1M +9,902 +6%
GC
135
GFG Capital
Florida
$19.7M +$18.5M +167,378 +1,615%
MBTD
136
Mechanics Bank - Trust Department
California
$19.5M -$3.27M -29,582 -14%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$19.4M +$16.5M +149,100 +566%
CI Investments Inc
138
CI Investments Inc
Ontario, Canada
$19M
AIMC
139
Alley Investment Management Company
Illinois
$18.9M +$1.27M +11,521 +7%
GC
140
Guggenheim Capital
Illinois
$18.9M +$120K +1,086 +0.6%
BBVA
141
Banco Bilbao Vizcaya Argentaria
Spain
$18.7M +$2.03M +18,327 +12%
IHWM
142
Iron Horse Wealth Management
Iowa
$18.3M +$598K +5,404 +3%
HH
143
Hilltop Holdings
Texas
$18.1M -$2.91M -26,285 -14%
TPCW
144
TD Private Client Wealth
New York
$17.9M -$6.99M -63,162 -28%
JC
145
JB Capital
Connecticut
$17.8M +$5.66M +51,150 +47%
RWP
146
RWA Wealth Partners
Massachusetts
$17.6M +$14M +126,440 +383%
5SA
147
5th Street Advisors
Connecticut
$16.9M -$729K -6,584 -4%
FBB
148
Fulton Breakefield Broenniman
Maryland
$16.9M -$2.01M -18,196 -11%
LWL
149
Leo Wealth LLC
Texas
$16.8M +$16.8M +153,361 New
AAS
150
Avantax Advisory Services
Texas
$16.8M +$2.14M +19,334 +15%