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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 %
SFFS
326
Stonehage Fleming Financial Services
Jersey
$3.61M +$485K +4,422 +16%
FAM
327
Family Asset Management
South Carolina
$3.59M +$45.7K +420 +1%
William Blair & Company
328
William Blair & Company
Illinois
$3.58M +$443K +4,063 +14%
ACM
329
Andina Capital Management
Utah
$3.56M +$3.56M +32,668 New
ASN
330
Advisory Services Network
Georgia
$3.54M -$1.04M -9,522 -23%
RHP
331
Royal Harbor Partners
Texas
$3.46M +$3.46M +31,767 New
RA
332
RFG Advisory
Alabama
$3.44M -$950K -8,718 -22%
Two Sigma Investments
333
Two Sigma Investments
New York
$3.44M +$3.44M +31,570 New
IWC
334
Integrated Wealth Concepts
Massachusetts
$3.43M -$1.13M -10,388 -25%
EAMA
335
EFG Asset Management (Americas)
Florida
$3.41M -$3.23M -29,699 -49%
WFA
336
Wellspring Financial Advisors
Ohio
$3.4M -$2.25M -20,668 -40%
HI
337
Horizon Investments
North Carolina
$3.39M -$77.9K -721 -2%
FTS
338
Fifth Third Securities
Ohio
$3.39M -$207K -1,899 -6%
HWMC
339
Heritage Wealth Management (California)
California
$3.36M +$48.9K +449 +1%
HA
340
Herold Advisors
New York
$3.3M -$12.6K -116 -0.4%
SHJ
341
Sharkey, Howes & Javer
Colorado
$3.3M -$5.24M -48,129 -61%
LWA
342
Lantern Wealth Advisors
New York
$3.28M -$25.6K -235 -0.8%
HFA
343
High Falls Advisors
New York
$3.27M -$6.21M -56,987 -65%
ES
344
Eagle Strategies
New York
$3.26M +$3.26M +29,953 New
IF
345
Ironwood Financial
Arizona
$3.23M +$938K +8,615 +41%
CM
346
Cornerstone Management
Georgia
$3.23M +$360K +3,309 +13%
MAG
347
Mokosak Advisory Group
Iowa
$3.21M +$188K +1,725 +6%
SC
348
Sykon Capital
New York
$3.2M -$410K -3,762 -11%
BPA
349
Beacon Pointe Advisors
California
$3.19M -$368K -3,379 -10%
CB
350
Commerce Bank
Missouri
$3.18M +$323K +2,968 +11%