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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF

21 hedge funds and large institutions have $35M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 10 closing their positions.

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
4
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.33M 213,260 +26,477 +14%
PCIA
2
Prime Capital Investment Advisors
Kansas
$5.74M 193,467 +118,030 +156%
Stifel Financial
3
Stifel Financial
Missouri
$5.2M 175,160 +13,957 +9%
WP
4
WealthShield Partners
North Carolina
$4.23M 142,756 -22,883 -14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.87M 96,830 +24,902 +35%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.67M 90,143 -4,915 -5%
LPL Financial
7
LPL Financial
California
$2.43M 81,841 +30,309 +59%
BAM
8
Belpointe Asset Management
Nevada
$1.33M 44,749 +10,950 +32%
TIM
9
Tortoise Investment Management
New York
$1.1M 37,076 -10,195 -22%
Jane Street
10
Jane Street
New York
$878K 29,613 -16,954 -36%
SWM
11
SeaCrest Wealth Management
New York
$794K 27,000
Bank of America
12
Bank of America
North Carolina
$404K 13,633 +13,633 New
ZF
13
Zega Financial
Florida
$269K 9,084 +9,084 New
CFCI
14
Comprehensive Financial Consultants Institutional
Indiana
$229K 7,715 +166 +2%
RJA
15
Raymond James & Associates
Florida
$200K 6,745 +6,745 New
CWA
16
Core Wealth Advisors
Florida
$109K 3,662 +3,296 +901%
KFS
17
Kelly Financial Services
Massachusetts
$85.7K 2,888 +2,888 New
ASN
18
Advisory Services Network
Georgia
$81.5K 2,747 +2,747 New
ACA
19
Aptus Capital Advisors
Alabama
$26.2K 884 +25 +3%
Morgan Stanley
20
Morgan Stanley
New York
$19.5K 656 +656 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.13K 38 +38 New
PWP
22
Principle Wealth Partners
Connecticut
-361,728 Closed
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
-44,125 Closed
EIA
24
Eldridge Investment Advisors
New Hampshire
-35,296 Closed
GS
25
GTS Securities
New York
-12,475 Closed