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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 %
IA
451
IFP Advisors
Florida
$1.28M -$421K -3,928 -25%
LA
452
Lane & Associates
New Jersey
$1.27M +$186K +1,740 +17%
IFO
453
Independent Family Office
New York
$1.25M -$63.1K -589 -5%
PA
454
Parallel Advisors
California
$1.25M -$272K -2,538 -18%
VST
455
Van Strum & Towne
California
$1.23M -$6.43K -60 -0.5%
VCM
456
Virtue Capital Management
Tennessee
$1.23M -$151K -1,390 -11%
NCM
457
Neumann Capital Management
California
$1.22M +$36.4K +340 +3%
GA
458
Greytown Advisors
Florida
$1.22M +$459K +4,284 +60%
BRWA
459
B. Riley Wealth Advisors
Florida
$1.22M -$3.02M -28,192 -71%
LFAS
460
Level Four Advisory Services
Texas
$1.2M -$189K -1,766 -14%
RWIA
461
Roger Wittlin Investment Advisory
California
$1.2M -$734K -6,849 -38%
IWA
462
Icon Wealth Advisors
Texas
$1.19M -$1.57M -14,351 -57%
RPCA
463
Running Point Capital Advisors
California
$1.18M +$60.5K +565 +5%
SWM
464
Silverlake Wealth Management
Vermont
$1.17M +$314K +2,927 +36%
OAS
465
Optivise Advisory Services
Tennessee
$1.17M +$1.17M +10,925 New
DAS
466
Dynamic Advisor Solutions
Arizona
$1.16M -$109K -1,022 -9%
BBA
467
BLB&B Advisors
Pennsylvania
$1.16M -$105K -979 -8%
CFS
468
Coordinated Financial Services
Colorado
$1.15M +$102K +955 +10%
CA
469
Cambridge Advisors
Nebraska
$1.15M
GTAM
470
Global Trust Asset Management
Florida
$1.13M -$11.2K -105 -1%
ECM
471
Exchange Capital Management
Michigan
$1.13M -$109K -1,015 -9%
D
472
Diversified
Delaware
$1.12M +$50.8K +474 +5%
JSL
473
JT Stratford LLC
Georgia
$1.11M +$12.6K +118 +1%
CFP
474
Cascade Financial Partners
California
$1.1M -$9.43K -88 -0.8%
CIA
475
Concurrent Investment Advisors
Florida
$1.1M +$161K +1,507 +17%