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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 %
JIR
401
James Investment Research
Ohio
$1.81M +$1.27M +11,836 +232%
SWM
402
SeaCrest Wealth Management
New York
$1.8M +$16.8K +157 +0.9%
BCI
403
Brinker Capital Investments
Pennsylvania
$1.79M -$682K -6,365 -28%
OPS
404
Orion Portfolio Solutions
Nebraska
$1.79M -$682K -6,365 -28%
FFA
405
Farther Finance Advisors
California
$1.79M -$914K -8,613 -34%
LSPW
406
Lake Street Private Wealth
Illinois
$1.78M -$25.5K -238 -1%
RVPG
407
Relative Value Partners Group
$1.78M +$1.78M +16,639 New
HT
408
Headlands Technologies
Illinois
$1.78M +$1.38M +12,929 +352%
SCM
409
Saxony Capital Management
Missouri
$1.77M -$777K -7,254 -31%
SAM
410
SignalPoint Asset Management
Missouri
$1.76M -$69.5K -649 -4%
Sumitomo Mitsui Trust Group
411
Sumitomo Mitsui Trust Group
Japan
$1.76M -$162K -1,512 -8%
GF
412
Gries Financial
Ohio
$1.72M -$2.6M -24,301 -60%
BTI
413
Blue Trust Inc
Georgia
$1.71M
TCMP
414
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.71M +$1.71M +15,972 New
BL
415
BCWM LLC
Kansas
$1.7M +$100K +937 +6%
SSWM
416
Sheets Smith Wealth Management
North Carolina
$1.68M +$15.9K +148 +1%
BI
417
Ballast Inc
Kentucky
$1.68M +$85.1K +794 +5%
HFA
418
High Falls Advisors
New York
$1.65M -$1.57M -14,674 -49%
JSSH
419
J. Safra Sarasin Holding
$1.61M +$1.61M +15,000 New
Pathstone Holdings
420
Pathstone Holdings
New Jersey
$1.6M -$363K -3,386 -18%
FCC
421
Florin Court Capital
United Kingdom
$1.57M -$75K -700 -5%
CA
422
Claro Advisors
Massachusetts
$1.57M -$226K -2,112 -13%
TF
423
Tompkins Financial
New York
$1.53M +$354K +3,302 +30%
EB
424
Eastern Bank
Massachusetts
$1.52M -$342K -3,190 -18%
CTA
425
Chesley Taft & Associates
Illinois
$1.52M +$26.2K +245 +2%