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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 %
AI
501
AXS Investments
New York
$1.31M -$327K -3,000 -20%
DAS
502
Dynamic Advisor Solutions
Arizona
$1.3M -$817K -7,500 -39%
BBA
503
BLB&B Advisors
Pennsylvania
$1.29M -$238K -2,187 -16%
CMI
504
Clare Market Investments
Texas
$1.27M -$29.7K -273 -2%
ECM
505
Exchange Capital Management
Michigan
$1.26M -$38.2K -351 -3%
VST
506
Van Strum & Towne
California
$1.25M -$11K -101 -0.9%
IGWM
507
ICA Group Wealth Management
Colorado
$1.22M -$651K -5,980 -35%
JWCA
508
J.W. Cole Advisors
Florida
$1.22M +$61.8K +567 +5%
CL
509
Cabana LLC
Arkansas
$1.21M +$46.8K +430 +4%
AFG
510
Atomi Financial Group
New York
$1.2M -$322K -2,955 -21%
NCM
511
Neumann Capital Management
California
$1.2M +$6.32K +58 +0.5%
LA
512
LexAurum Advisors
Kansas
$1.2M +$276K +2,534 +30%
WEG
513
World Equity Group
Illinois
$1.2M -$340K -3,120 -22%
SWM
514
SigFig Wealth Management
California
$1.19M -$1.59M -14,636 -57%
TF
515
Tompkins Financial
New York
$1.19M +$171K +1,568 +17%
SXL
516
Summit X LLC
Missouri
$1.17M -$1.48M -13,592 -56%
ITIM
517
Indiana Trust & Investment Management
Indiana
$1.17M
CFP
518
Cypress Financial Planning
New Jersey
$1.17M -$278K -2,550 -19%
CA
519
Cambridge Advisors
Nebraska
$1.17M -$10.9K -100 -0.9%
CTA
520
Camelot Technology Advisors
California
$1.16M -$14.7K -135 -1%
GTAM
521
Global Trust Asset Management
Florida
$1.16M -$1.09K -10 -0.1%
SS
522
Sunbelt Securities
Texas
$1.16M +$151K +1,384 +15%
AF
523
Allworth Financial
California
$1.15M +$23K +211 +2%
DAS
524
Diversify Advisory Services
Utah
$1.14M +$1.14M +10,641 New
RPCA
525
Running Point Capital Advisors
California
$1.14M -$22.7K -208 -2%