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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 %
AWM
426
Aspire Wealth Management
Massachusetts
$1.51M -$467K -4,356 -24%
WFAG
427
Worth Financial Advisory Group
North Carolina
$1.51M +$87.2K +814 +6%
SS
428
Sunbelt Securities
Texas
$1.51M +$371K +3,459 +33%
SHJ
429
Sharkey, Howes & Javer
Colorado
$1.51M -$1.74M -16,211 -54%
LA
430
LexAurum Advisors
Kansas
$1.5M +$319K +2,978 +27%
MFIM
431
Mesirow Financial Investment Management
Illinois
$1.48M +$129K +1,200 +10%
KWS
432
Keystone Wealth Services
California
$1.47M +$29.6K +276 +2%
FCM
433
Family Capital Management
Michigan
$1.47M -$459K -4,283 -24%
WCWM
434
Wooster Corthell Wealth Management
Connecticut
$1.47M -$27.9K -260 -2%
Lido Advisors
435
Lido Advisors
California
$1.47M +$149K +1,387 +11%
BCM
436
Brasada Capital Management
Texas
$1.46M +$95K +873 +7%
CBC
437
Coombe, Bender & Co
New York
$1.45M -$63.7K -595 -4%
HCM
438
Hollencrest Capital Management
California
$1.43M +$10.5K +98 +0.7%
AFTS
439
American Financial & Tax Strategies
New York
$1.41M +$9.53K +89 +0.7%
GWMR
440
GC Wealth Management RIA
Massachusetts
$1.41M -$43.1K -402 -3%
AFO
441
Allie Family Office
Florida
$1.4M
CGH
442
CMG Global Holdings
Texas
$1.39M -$6.43K -60 -0.5%
IIA
443
IPG Investment Advisors
California
$1.39M -$874K -8,159 -39%
SFPG
444
Stonebridge Financial Planning Group
Florida
$1.35M -$98.4K -919 -7%
CA
445
CV Advisors
Florida
$1.33M +$24.3K +227 +2%
Invesco
446
Invesco
Georgia
$1.33M
PPWP
447
Proquility Private Wealth Partners
Nevada
$1.31M +$25.8K +241 +2%
JWCA
448
J.W. Cole Advisors
Florida
$1.29M +$98.2K +917 +8%
SW
449
SteelPeak Wealth
California
$1.29M -$2.71M -25,305 -68%
LWANC
450
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.29M -$21.4K -200 -2%