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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF

25 hedge funds and large institutions have $46.3M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWP
1
Principle Wealth Partners
Connecticut
$11.4M 361,728 +361,728 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.89M 186,783 +124,536 +200%
WP
3
WealthShield Partners
North Carolina
$5.22M 165,639 +10,542 +7%
Stifel Financial
4
Stifel Financial
Missouri
$5.08M 161,203 +139,844 +655%
MML Investors Services
5
MML Investors Services
Massachusetts
$3M 95,058 +32,796 +53%
PCIA
6
Prime Capital Investment Advisors
Kansas
$2.38M 75,437 +17,255 +30%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.27M 71,928 +56,878 +378%
LPL Financial
8
LPL Financial
California
$1.62M 51,532 +51,532 New
TIM
9
Tortoise Investment Management
New York
$1.49M 47,271 +1,279 +3%
Jane Street
10
Jane Street
New York
$1.47M 46,567 +36,273 +352%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.39M 44,125 +44,125 New
EIA
12
Eldridge Investment Advisors
New Hampshire
$1.11M 35,296 +35,296 New
BAM
13
Belpointe Asset Management
Nevada
$1.07M 33,799 -13,360 -28%
SWM
14
SeaCrest Wealth Management
New York
$851K 27,000 -2,000 -7%
CRG
15
Cornerstone Retirement Group
Nevada
$481K 15,274 +15,274 New
GS
16
GTS Securities
New York
$393K 12,475 +12,475 New
TCM
17
Triumph Capital Management
Colorado
$369K 11,720 +11,720 New
OMC
18
Old Mission Capital
Illinois
$273K 8,677 +8,677 New
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$238K 7,549 +7,549 New
BCM
20
BluePath Capital Management
Georgia
$131K 4,160 +4,160 New
AF
21
Advisornet Financial
Minnesota
$63K 2,000 +1,100 +122%
SCA
22
Stonebridge Capital Advisors
Minnesota
$63K 2,000 +1,100 +122%
ACA
23
Aptus Capital Advisors
Alabama
$27.1K 859
CWA
24
Core Wealth Advisors
Florida
$11.5K 366 +233 +175%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5K 152 +152 New