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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 %
AWM
426
Alterna Wealth Management
Texas
$1.98M -$27.6K -253 -1%
JPLA
427
Joseph P. Lucia & Associates
New York
$1.98M +$1.62M +14,859 +444%
WA
428
Wealth Alliance
New York
$1.97M -$2.14M -19,623 -52%
RWIA
429
Roger Wittlin Investment Advisory
California
$1.97M -$207K -1,902 -10%
FCM
430
Family Capital Management
Michigan
$1.96M -$240K -2,201 -11%
BCP
431
Berkeley Capital Partners
Georgia
$1.95M -$3.49K -32 -0.2%
Sumitomo Mitsui Trust Group
432
Sumitomo Mitsui Trust Group
Japan
$1.95M -$585K -5,372 -23%
OWM
433
OneAscent Wealth Management
Alabama
$1.95M -$192K -1,759 -9%
AWM
434
Avior Wealth Management
Nebraska
$1.94M -$400K -3,675 -17%
QPWM
435
Quadrant Private Wealth Management
Pennsylvania
$1.93M +$51K +468 +3%
CL
436
Choreo LLC
Illinois
$1.91M -$762 -7 -0%
EB
437
Eastern Bank
Massachusetts
$1.89M -$26.8M -246,028 -93%
WWM
438
Western Wealth Management
Colorado
$1.89M -$24.3K -223 -1%
WFAG
439
Wescott Financial Advisory Group
Pennsylvania
$1.88M +$1.52M +13,967 +423%
GAG
440
GM Advisory Group
New York
$1.87M -$116K -1,061 -6%
SAM
441
SignalPoint Asset Management
Missouri
$1.86M -$70.4K -646 -4%
CNB
442
Camden National Bank
Maine
$1.84M -$46.9K -431 -2%
LSPW
443
Lake Street Private Wealth
Illinois
$1.84M +$341K +3,135 +23%
CA
444
Claro Advisors
Massachusetts
$1.83M -$1.25M -11,439 -41%
SCG
445
Sonata Capital Group
Washington
$1.83M +$4.36K +40 +0.2%
TF
446
Trek Financial
Arizona
$1.82M -$2.09M -19,216 -53%
FLA
447
Financial Life Advisors
Texas
$1.82M -$1.31M -12,033 -42%
SWM
448
SeaCrest Wealth Management
New York
$1.81M -$70.9K -651 -4%
SOS
449
Silver Oak Securities
Tennessee
$1.81M +$898K +8,243 +99%
EL
450
EQ LLC
Washington
$1.81M -$577K -5,300 -24%