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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 %
AA
501
Axiom Advisory
California
$978K +$978K +9,160 New
PTC
502
Private Trust Company
Ohio
$977K +$31K +289 +3%
AFO
503
Arrowroot Family Office
California
$975K +$32.7K +305 +3%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$968K -$92.8K -866 -9%
DL
505
DOHJ LLC
Washington
$957K +$125K +1,169 +15%
TL
506
Tradewinds LLC
North Carolina
$951K +$951K +8,875 New
Kovitz Investment Group Partners
507
Kovitz Investment Group Partners
Illinois
$934K -$22.4K -209 -2%
CRWM
508
Castle Rock Wealth Management
California
$934K -$9.87K -93 -1%
GRP
509
Global Retirement Partners
California
$931K -$4.39K -41 -0.5%
PA
510
PFG Advisors
Arizona
$930K +$84.6K +790 +10%
PWM
511
Pacific Wealth Management
California
$912K -$2.92M -27,219 -76%
OFG
512
Omega Financial Group
California
$896K -$51.8K -484 -5%
RB
513
Renasant Bank
Mississippi
$894K -$110K -1,024 -11%
APWM
514
Argonautica Private Wealth Management
Massachusetts
$885K +$10.6K +99 +1%
KFS
515
Kaizen Financial Strategies
California
$882K -$60K -551 -6%
CIA
516
Compass Ion Advisors
Pennsylvania
$874K
WA
517
Wealth Alliance
New York
$871K -$1.07M -10,001 -55%
PIMG
518
Patriot Investment Management Group
Tennessee
$871K -$49.1K -458 -5%
FGA
519
Fortis Group Advisors
New Jersey
$869K -$1.44M -13,427 -62%
CP
520
Castleview Partners
Texas
$866K -$152K -1,418 -15%
DJYG
521
David J. Yvars Group
Florida
$860K +$7.82K +73 +0.9%
CWA
522
Canvas Wealth Advisors
Kansas
$856K +$355K +3,257 +71%
IHL
523
Investment House LLC
California
$853K -$32.1K -300 -4%
IGWM
524
ICA Group Wealth Management
Colorado
$852K -$348K -3,249 -29%
WAG
525
Winthrop Advisory Group
Massachusetts
$848K -$43K -401 -5%