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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF

23 hedge funds and large institutions have $36M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
1
Prime Capital Investment Advisors
Kansas
$8.6M +$2.94M +100,182 +52%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.45M -$799K -27,259 -13%
Stifel Financial
3
Stifel Financial
Missouri
$5.11M -$24.8K -846 -0.5%
WP
4
WealthShield Partners
North Carolina
$4.5M +$318K +10,858 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.36M +$521K +17,783 +18%
Bank of America
6
Bank of America
North Carolina
$1.37M +$971K +33,137 +243%
LPL Financial
7
LPL Financial
California
$979K -$1.42M -48,436 -59%
BAM
8
Belpointe Asset Management
Nevada
$965K -$346K -11,817 -26%
TIM
9
Tortoise Investment Management
New York
$803K -$284K -9,683 -26%
SWM
10
SeaCrest Wealth Management
New York
$791K
KFS
11
Kelly Financial Services
Massachusetts
$767K +$682K +23,292 +807%
EIA
12
Eldridge Investment Advisors
New Hampshire
$586K +$586K +20,010 New
SPC
13
Sigma Planning Corp
Michigan
$567K +$567K +19,339 New
OMC
14
Old Mission Capital
Illinois
$501K +$501K +17,106 New
PAG
15
Private Advisor Group
New Jersey
$447K +$447K +15,272 New
ZF
16
Zega Financial
Florida
$353K +$87.2K +2,976 +33%
TCM
17
Triumph Capital Management
Colorado
$286K +$286K +9,826 New
Osaic Holdings
18
Osaic Holdings
Arizona
$279K +$278K +9,475 +24,934%
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$212K -$13.6K -463 -6%
ACA
20
Aptus Capital Advisors
Alabama
$25.9K
CWA
21
Core Wealth Advisors
Florida
$16.8K -$90.5K -3,089 -84%
TAM
22
Tucker Asset Management
Colorado
$15.7K +$15.7K +536 New
Morgan Stanley
23
Morgan Stanley
New York
$9.61K -$9.61K -328 -50%
MML Investors Services
24
MML Investors Services
Massachusetts
-$2.67M -90,143 Closed
Jane Street
25
Jane Street
New York
-$878K -29,613 Closed