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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 %
CAS
151
CTC Alternative Strategies
Illinois
$16.6M +$16.6M +150,000 New
SIM
152
SSI Investment Management
California
$16.2M +$7.6M +68,717 +88%
CGF
153
Constant Guidance Financial
Massachusetts
$15.9M +$15.5M +140,110 +4,129%
NA
154
NewEdge Advisors
Louisiana
$15.8M +$6.47M +58,904 +69%
New York State Common Retirement Fund
155
New York State Common Retirement Fund
New York
$15.8M +$15.8M +142,730 New
KWM
156
Kingsview Wealth Management
Oregon
$15.7M +$382K +3,455 +2%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$15.5M -$3.67M -33,135 -19%
NMFM
158
National Mutual Funds Management
Australia
$15.2M +$4.5M +40,498 +42%
IWM
159
IHT Wealth Management
Illinois
$15.2M +$2.57M +23,204 +20%
Betterment LLC
160
Betterment LLC
New York
$15.2M +$171K +1,549 +1%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$14.6M -$4.29M -38,735 -23%
SPC
162
Sigma Planning Corp
Michigan
$14.5M -$13.7M -124,095 -49%
VCM
163
Vision Capital Management
Oregon
$14.3M +$432K +3,902 +3%
JFG
164
Jefferies Financial Group
New York
$14.3M -$18.9M -170,539 -57%
HF
165
HRT Financial
New York
$14.2M -$9.2M -83,111 -39%
DI
166
DDFG Inc
California
$14.1M +$158K +1,431 +1%
CA
167
Cresta Advisors
Texas
$14.1M +$714K +6,449 +5%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$14.1M -$5.61M -50,687 -28%
PCIA
169
Prime Capital Investment Advisors
Kansas
$14.1M +$12.5M +113,121 +806%
AIG
170
American International Group
New York
$14M
FFA
171
First Foundation Advisors
California
$13.7M +$121K +1,097 +0.9%
SIM
172
Stratos Investment Management
Ohio
$13.7M -$2.11M -19,087 -13%
EH
173
Equitable Holdings
New York
$13.5M +$1.04M +9,435 +8%
SWP
174
Strategic Wealth Partners
Ohio
$13.5M +$181K +1,632 +1%
SIA
175
Strategic Investment Advisors
Michigan
$13.3M +$9.5M +85,863 +251%