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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 %
KWS
476
Keystone Wealth Services
California
$1.47M +$68.2K +626 +5%
SFPG
477
Stonebridge Financial Planning Group
Florida
$1.47M +$132K +1,213 +10%
CAG
478
Csenge Advisory Group
Florida
$1.45M -$1.35M -12,359 -48%
WFAG
479
Worth Financial Advisory Group
North Carolina
$1.45M +$66.2K +608 +5%
LFAS
480
Level Four Advisory Services
Texas
$1.44M
HCM
481
Hollencrest Capital Management
California
$1.44M -$73.1K -671 -5%
AFTS
482
American Financial & Tax Strategies
New York
$1.43M -$9.91K -91 -0.7%
CGH
483
CMG Global Holdings
Texas
$1.42M -$7.62K -70 -0.5%
AFO
484
Allie Family Office
Florida
$1.42M
WWG
485
West Wealth Group
California
$1.4M +$1.4M +12,888 New
MFIM
486
Mesirow Financial Investment Management
Illinois
$1.37M +$222K +2,034 +19%
BCM
487
Brasada Capital Management
Texas
$1.36M +$129K +1,183 +10%
PA
488
Probity Advisors
Texas
$1.36M -$1.82M -16,736 -57%
PFS
489
Prospera Financial Services
Texas
$1.36M -$93.9K -862 -6%
FFA
490
Founders Financial Alliance
North Carolina
$1.36M +$31.7K +291 +2%
Invesco
491
Invesco
Georgia
$1.35M +$33.5K +308 +3%
VCM
492
Virtue Capital Management
Tennessee
$1.35M -$406K -3,828 -23%
PPC
493
Park Place Capital
Alabama
$1.35M -$418K -3,835 -24%
PFG
494
PAX Financial Group
Texas
$1.34M -$165K -1,517 -11%
Lido Advisors
495
Lido Advisors
California
$1.34M +$72K +661 +6%
IFO
496
Independent Family Office
New York
$1.34M -$185K -1,697 -12%
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.33M -$30.5K -280 -2%
CA
498
CV Advisors
Florida
$1.33M -$87.1K -800 -6%
XT
499
XTX Topco
Cayman Islands
$1.31M +$909K +8,347 +227%
PPWP
500
Proquility Private Wealth Partners
Nevada
$1.31M +$625K +5,741 +92%