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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 %
CGF
451
Constant Guidance Financial
Massachusetts
$1.8M -$13.6M -126,777 -88%
GAA
452
Global Assets Advisory
Florida
$1.8M +$1.8M +193,016 New
JCM
453
Jacobi Capital Management
Pennsylvania
$1.79M +$120K +1,099 +7%
AG
454
Ascent Group
Virginia
$1.76M -$727K -6,679 -29%
YDMI
455
Y.D. More Investments
Israel
$1.74M +$980 +9 +0.1%
WP
456
WealthShield Partners
North Carolina
$1.73M -$483K -4,430 -22%
IA
457
IFP Advisors
Florida
$1.73M -$85.8K -788 -5%
BTI
458
Blue Trust Inc
Georgia
$1.71M -$2.54M -23,292 -60%
SSWM
459
Sheets Smith Wealth Management
North Carolina
$1.7M +$19.1K +175 +1%
FCC
460
Florin Court Capital
United Kingdom
$1.68M +$817K +7,500 +95%
FA
461
Flagstar Advisors
New York
$1.67M +$714K +6,555 +75%
ACA
462
Aptus Capital Advisors
Alabama
$1.64M +$733K +6,728 +81%
BL
463
BCWM LLC
Kansas
$1.62M +$31.7K +291 +2%
SFA
464
Sequoia Financial Advisors
Ohio
$1.62M -$102K -939 -6%
BI
465
Ballast Inc
Kentucky
$1.62M -$7.41K -68 -0.5%
PA
466
Parallel Advisors
California
$1.55M -$166K -1,520 -10%
CBC
467
Coombe, Bender & Co
New York
$1.54M +$115K +1,053 +8%
SVWG
468
Shared Vision Wealth Group
United States
$1.54M +$29K +266 +2%
WCWM
469
Wooster Corthell Wealth Management
Connecticut
$1.52M +$8.39K +77 +0.6%
SAM
470
Smartleaf Asset Management
Massachusetts
$1.52M -$26.4K -242 -2%
CTA
471
Chesley Taft & Associates
Illinois
$1.52M +$6.54K +60 +0.4%
NL
472
NWAM LLC
Washington
$1.51M -$118K -1,088 -7%
NP
473
NorthRock Partners
Minnesota
$1.48M -$243K -2,229 -14%
GWMR
474
GC Wealth Management RIA
Massachusetts
$1.48M +$9.69K +89 +0.7%
NSIM
475
North Star Investment Management
Illinois
$1.47M +$58.7K +539 +4%