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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,048 hedge funds and large institutions have $30B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 437 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-48
Holders Change %
-4.38%
% of All Funds
15.19%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.22%
New
99
Increased
375
Reduced
437
Closed
133
Calls
$4.28B
Puts
$4.16B
Net Calls
+$118M
Net Calls Change
+$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
251
Perigon Wealth Management
California
$6.83M +$246K +2,260 +4%
First Trust Advisors
252
First Trust Advisors
Illinois
$6.78M +$455K +4,173 +7%
HF
253
HRT Financial
New York
$6.74M -$7.2M -66,059 -52%
SWA
254
Stratos Wealth Advisors
Ohio
$6.65M -$1.41M -12,900 -17%
AI
255
Atria Investments
North Carolina
$6.65M -$6.14M -56,362 -48%
PFT
256
Providence First Trust
Arizona
$6.63M +$3.59M +32,995 +119%
IFAM
257
Institutional & Family Asset Management
Colorado
$6.6M +$3.31M +30,433 +101%
TI
258
Tidal Investments
Wisconsin
$6.56M +$6.56M +60,158 New
AB
259
Aozora Bank
Japan
$6.54M
Vontobel Holding
260
Vontobel Holding
Switzerland
$6.51M +$574K +5,268 +10%
NL
261
NVWM LLC
Pennsylvania
$6.47M +$29.7K +273 +0.5%
WA
262
WBH Advisory
Maryland
$6.33M +$34K +312 +0.5%
CWM
263
Chesapeake Wealth Management
Virginia
$6.32M +$200K +1,832 +3%
RWI
264
Red Wave Investments
Pennsylvania
$6.3M -$514K -4,721 -8%
MAM
265
Milestone Asset Management
Pennsylvania
$6.25M +$6.25M +57,380 New
FAIM
266
Financial Advocates Investment Management
Washington
$6.2M +$4.15M +45,652 +203%
RWP
267
RWA Wealth Partners
Massachusetts
$6.17M -$11.2M -102,769 -64%
CFP
268
Curran Financial Partners
South Carolina
$6.16M +$199K +1,831 +3%
PCA
269
Providence Capital Advisors
North Carolina
$6.14M +$1.36M +12,506 +29%
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$6.02M -$4.52M -41,500 -43%
JSAM
271
J. Safra Asset Management
New York
$5.96M +$441K +4,046 +8%
MA
272
Modus Advisors
Minnesota
$5.89M +$328K +3,012 +6%
MFG
273
Midwest Financial Group
Kansas
$5.84M -$114K -1,049 -2%
CCM
274
Condor Capital Management
New Jersey
$5.73M +$966K +8,872 +20%
FSC
275
Full Sail Capital
Oklahoma
$5.71M -$53.3K -489 -0.9%