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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 %
JSL
526
JT Stratford LLC
Georgia
$1.12M -$207K -1,896 -16%
BFA
527
Bright Financial Advisors
Michigan
$1.11M +$1.11M +13,218 New
EWA
528
Etesian Wealth Advisors
Oregon
$1.11M -$56.7K -521 -5%
CFP
529
Cascade Financial Partners
California
$1.1M +$1.1M +10,396 New
LA
530
Lane & Associates
New Jersey
$1.1M +$136K +1,249 +14%
LNB
531
Ledyard National Bank
$1.1M -$12.5K -115 -1%
BHWM
532
Bay Harbor Wealth Management
Maryland
$1.1M -$1.84M -16,857 -63%
D
533
Diversified
Delaware
$1.09M +$154K +1,418 +16%
PNC
534
Park National Corp
Ohio
$1.09M -$14.2K -130 -1%
WCM
535
Wunderlich Capital Managemnt
Tennessee
$1.08M
PCM
536
Parsons Capital Management
Rhode Island
$1.08M +$16.1K +148 +2%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$777K +7,135 +258%
PWP
538
Perfromance Wealth Partners
Illinois
$1.07M +$552K +6,021 +106%
CFS
539
Coordinated Financial Services
Colorado
$1.07M +$1.07M +9,809 New
FFN
540
Focus Financial Network
Minnesota
$1.06M -$532K -5,076 -34%
BBHC
541
Brown Brothers Harriman & Co
New York
$1.04M
CP
542
Castleview Partners
Texas
$1.03M -$39.8K -365 -4%
T
543
TNF
Montana
$1.03M -$1.24M -11,834 -55%
TWP
544
Tempus Wealth Planning
California
$1.03M +$465K +4,268 +83%
RB
545
Renasant Bank
Mississippi
$1.02M -$78.2K -718 -7%
RI
546
Ridgewood Investments
New Jersey
$1.01M +$136K +1,247 +15%
TVM
547
True Vision MN
Minnesota
$1.01M -$702K -6,680 -41%
DADC
548
D.A. Davidson & Co
Montana
$1.01M -$175K -1,608 -15%
SG
549
Sharper & Granite
California
$1M
B
550
Bellecapital
Switzerland
$999K