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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,001 hedge funds and large institutions have $26.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 350 increasing their positions, 413 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-47
Holders Change %
-4.48%
% of All Funds
14.56%
Holding in Top 10
70
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-16.67%
% of All Funds
1.02%
New
92
Increased
350
Reduced
413
Closed
130
Calls
$3.99B
Puts
$4.03B
Net Calls
-$44.2M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
326
Horizon Investments
North Carolina
$3.21M -$132K -1,237 -4%
MAG
327
Mokosak Advisory Group
Iowa
$3.17M +$3.64K +34 +0.1%
BPA
328
Beacon Pointe Advisors
California
$3.15M +$17.2K +161 +0.5%
IF
329
Ironwood Financial
Arizona
$3.15M -$27K -252 -0.8%
CB
330
Commerce Bank
Missouri
$3.09M -$37.3K -348 -1%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$3.09M -$11.4M -106,648 -79%
RFC
332
Regions Financial Corp
Alabama
$3.07M +$149K +1,391 +5%
WFA
333
Wellspring Financial Advisors
Ohio
$3.03M -$312K -2,917 -9%
FRA
334
Frank Rimerman Advisors
California
$3.02M -$20.4K -190 -0.7%
WIM
335
Warwick Investment Management
Texas
$3.01M -$41K -383 -1%
AI
336
Atria Investments
North Carolina
$3.01M -$3.53M -32,937 -54%
Asset Management One
337
Asset Management One
Japan
$2.96M +$841K +7,850 +40%
CFAM
338
Center For Asset Management
Florida
$2.95M +$386K +3,604 +15%
Pictet Asset Management
339
Pictet Asset Management
Switzerland
$2.94M +$2.94M +27,480 New
UCB
340
United Community Bank
South Carolina
$2.85M -$86.1K -804 -3%
MAM
341
MMA Asset Management
Pennsylvania
$2.85M -$7.07K -66 -0.2%
DSC
342
Duncker Streett & Co
Missouri
$2.83M -$38.2K -357 -1%
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$2.78M -$50.5K -1,128 -2%
IFA
344
Interactive Financial Advisors
Illinois
$2.77M -$12.6K -118 -0.5%
AWMG
345
Alliance Wealth Management Group
New Jersey
$2.71M +$288K +2,688 +12%
CWP
346
Corepath Wealth Partners
Arizona
$2.69M +$86.8K +803 +3%
NEAM
347
New England Asset Management
Connecticut
$2.68M
V
348
ViaWealth
Kansas
$2.59M +$182K +1,696 +8%
SSCM
349
Spectrum Strategic Capital Management
Oregon
$2.52M +$25.4K +237 +1%
KLCM
350
KG&L Capital Management
Louisiana
$2.49M +$166K +1,550 +7%