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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 %
KAS
201
Kestra Advisory Services
Texas
$10.3M +$676K +6,112 +7%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$10.3M -$289K -2,608 -3%
ZIM
203
Zacks Investment Management
Illinois
$10.3M -$8.57M -77,467 -45%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$10.2M -$7.86M -71,046 -43%
KP
205
Keel Point
Alabama
$10.2M +$19.1K +173 +0.2%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$10.2M -$44.7M -404,382 -81%
HCM
207
HMS Capital Management
Tennessee
$10.2M -$389K -3,519 -4%
TCM
208
Towercrest Capital Management
Pennsylvania
$10.1M +$781K +7,054 +8%
PAG
209
Private Advisor Group
New Jersey
$9.97M +$866K +7,827 +10%
Corient Private Wealth
210
Corient Private Wealth
Florida
$9.78M +$1.2M +10,814 +14%
HFA
211
High Falls Advisors
New York
$9.63M +$2.31M +20,908 +32%
SFG
212
SevenBridge Financial Group
Pennsylvania
$9.57M -$165K -1,490 -2%
RWG
213
Regal Wealth Group
California
$9.51M +$330K +3,030 +4%
SWP
214
Stratos Wealth Partners
Ohio
$9.47M +$7.31M +66,075 +338%
IWP
215
Insight Wealth Partners
Texas
$9.46M -$84.4K -763 -0.9%
TCM
216
Twele Capital Management
Minnesota
$9.21M +$161K +1,453 +2%
AWMT
217
AAFMAA Wealth Management & Trust
North Carolina
$9.16M +$9.16M +82,738 New
CCA
218
Cobblestone Capital Advisors
New York
$9.08M +$6.42M +58,017 +242%
LWM
219
Lakeridge Wealth Management
Ohio
$9.07M +$9.07M +81,999 New
PPFA
220
Provida Pension Fund Administrator
Chile
$9.04M -$79.3M -717,600 -90%
Millennium Management
221
Millennium Management
New York
$8.97M -$12M -108,887 -57%
OCM
222
One Capital Management
California
$8.91M +$3.42M +30,933 +62%
CW
223
CreativeOne Wealth
Kansas
$8.86M +$54.1K +489 +0.6%
Bank Julius Baer & Co
224
Bank Julius Baer & Co
Switzerland
$8.77M +$6.98M +63,038 +388%
WJA
225
Willis Johnson & Associates
Texas
$8.77M +$1.43M +12,887 +19%