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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 %
SFS
351
Sowell Financial Services
Arkansas
$3.16M -$462K -4,241 -13%
WIM
352
Warwick Investment Management
Texas
$3.1M +$80.3K +737 +3%
FRA
353
Frank Rimerman Advisors
California
$3.09M -$89.2K -819 -3%
GL
354
Graypoint LLC
New York
$3.03M +$487K +4,467 +19%
SPW
355
Surience Private Wealth
Washington
$3.01M +$3.01M +27,591 New
EP
356
Edgestream Partners
New Jersey
$3.01M -$4.24M -38,889 -58%
UCB
357
United Community Bank
South Carolina
$2.99M -$489K -4,493 -14%
RFC
358
Regions Financial Corp
Alabama
$2.97M -$218K -2,004 -7%
DSC
359
Duncker Streett & Co
Missouri
$2.92M -$217K -1,992 -7%
OWA
360
One Wealth Advisors
California
$2.89M -$86.4K -793 -3%
MAS
361
Meeder Advisory Services
Ohio
$2.88M +$27.6K +253 +1%
MAM
362
MMA Asset Management
Pennsylvania
$2.84M -$42.2K -396 -1%
IFA
363
Interactive Financial Advisors
Illinois
$2.83M -$348K -3,191 -11%
VHAM
364
Van Hulzen Asset Management
California
$2.81M +$638K +5,854 +29%
Nomura Asset Management
365
Nomura Asset Management
Japan
$2.8M -$47.3M -434,700 -94%
SPIA
366
Steward Partners Investment Advisory
New York
$2.8M -$2.41M -22,170 -46%
IWA
367
Icon Wealth Advisors
Texas
$2.75M -$4.88M -44,829 -64%
FFA
368
Farther Finance Advisors
California
$2.74M -$271K -2,525 -9%
AWM
369
AE Wealth Management
Kansas
$2.73M -$5.17M -47,432 -65%
NEAM
370
New England Asset Management
Connecticut
$2.72M
SWC
371
Spectrum Wealth Counsel
Indiana
$2.69M +$2.72K +25 +0.1%
TWM
372
TSA Wealth Management
Texas
$2.68M -$2.02M -18,551 -43%
NEI
373
Northwest & Ethical Investments
Ontario, Canada
$2.65M -$2.16M -19,800 -45%
CFAM
374
Center For Asset Management
Florida
$2.61M -$769K -7,059 -23%
CCA
375
Cobblestone Capital Advisors
New York
$2.59M -$6.35M -58,267 -71%