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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 %
SCM
376
Saxony Capital Management
Missouri
$2.59M +$279K +2,563 +12%
Franklin Resources
377
Franklin Resources
California
$2.55M -$160K -1,465 -6%
SSCM
378
Spectrum Strategic Capital Management
Oregon
$2.53M +$98K +900 +4%
CWP
379
Corepath Wealth Partners
Arizona
$2.53M -$1.22M -11,636 -33%
BCM
380
Brookstone Capital Management
Illinois
$2.52M -$1.39M -12,743 -36%
OPS
381
Orion Portfolio Solutions
Nebraska
$2.52M -$3.53M -32,374 -58%
BCI
382
Brinker Capital Investments
Pennsylvania
$2.52M -$3.53M -32,374 -58%
ACM
383
Arlington Capital Management
Illinois
$2.49M -$275K -2,527 -10%
VCP
384
Verus Capital Partners
Arizona
$2.48M -$1.11M -10,189 -31%
PS
385
Principal Securities
Iowa
$2.47M +$597K +5,483 +32%
AWMG
386
Alliance Wealth Management Group
New Jersey
$2.46M +$95.2K +874 +4%
JWBC
387
J.W. Burns & Co
New York
$2.45M -$61K -560 -2%
V
388
ViaWealth
Kansas
$2.45M +$57.1K +524 +2%
Lazard Asset Management
389
Lazard Asset Management
New York
$2.45M -$2.81M
EAM
390
Eukles Asset Management
Ohio
$2.44M +$55.7K +511 +2%
CCM
391
Crabel Capital Management
California
$2.43M -$3.42M -31,359 -58%
BAAM
392
Baker Avenue Asset Management
California
$2.42M -$133K -1,218 -5%
Loomis, Sayles & Company
393
Loomis, Sayles & Company
Massachusetts
$2.41M -$30.8M -282,623 -93%
RC
394
Roundview Capital
New Jersey
$2.39M +$41.3K +379 +2%
KLCM
395
KG&L Capital Management
Louisiana
$2.37M +$8.61K +79 +0.4%
SP
396
Sarasin & Partners
United Kingdom
$2.35M -$291K -2,675 -11%
FGA
397
Fortis Group Advisors
New Jersey
$2.35M +$349K +3,204 +17%
IIA
398
IPG Investment Advisors
California
$2.3M -$748K -6,869 -25%
CWA
399
Clarus Wealth Advisors
Arizona
$2.28M +$109K +1,024 +5%
SIA
400
Strategic Investment Advisors
Michigan
$2.27M -$10.8M -99,267 -83%