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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 %
BFW
401
Brady Family Wealth
Missouri
$2.23M +$114K +1,043 +5%
UB
402
UMB Bank
Missouri
$2.23M -$267K -2,453 -11%
AP
403
Americana Partners
Texas
$2.22M -$160K -1,470 -7%
SW
404
Simplicity Wealth
New Jersey
$2.22M +$602K +5,527 +37%
KWMG
405
King Wealth Management Group
Florida
$2.2M -$121K -1,112 -5%
SFG
406
Seamount Financial Group
Colorado
$2.19M +$6.75K +62 +0.3%
FPW
407
Flagship Private Wealth
Massachusetts
$2.19M +$217K +1,991 +11%
Asset Management One
408
Asset Management One
Japan
$2.16M +$1.44M +13,190 +200%
NSB
409
Norway Savings Bank
Maine
$2.15M +$889K +8,159 +70%
APW
410
Aurora Private Wealth
New Jersey
$2.15M -$16.3K -150 -0.8%
SA
411
Sunesis Advisors
Kansas
$2.14M
ACM
412
Arcataur Capital Management
Wisconsin
$2.13M -$3.81K -35 -0.2%
WS
413
Wedbush Securities
California
$2.11M +$323K +2,963 +18%
AWM
414
Apollon Wealth Management
South Carolina
$2.07M +$184K +1,685 +10%
IAG
415
Investment Advisory Group
Massachusetts
$2.05M +$109 +1 +0%
PP
416
Pacifica Partners
Canada
$2.05M -$21.6K -200 -1%
FHC
417
First Heartland Consultants
Missouri
$2.04M +$1.68M +15,426 +466%
MLIC
418
Mandatum Life Insurance Company
Finland
$2.04M +$12.1K +111 +0.6%
AP
419
Agilis Partners
Massachusetts
$2.03M
AWM
420
Aspire Wealth Management
Massachusetts
$2.01M -$792K -7,267 -28%
MOS
421
MGO One Seven
Ohio
$2.01M -$30.1K -276 -1%
JC
422
JB Capital
Connecticut
$2.01M -$15.5M -142,216 -89%
TSS
423
Two Sigma Securities
New York
$2M +$2M +18,399 New
Pathstone Holdings
424
Pathstone Holdings
New Jersey
$2M -$320K -2,937 -14%
TC
425
TownSquare Capital
Utah
$1.99M -$9.08M -83,377 -82%