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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 %
CFA
526
Camarda Financial Advisors
Florida
$845K -$3.11K -29 -0.4%
TCM
527
Traynor Capital Management
Pennsylvania
$843K -$138K -1,289 -14%
AG
528
Ascent Group
Virginia
$832K -$899K -8,393 -52%
SFFS
529
Stonehage Fleming Financial Services
Jersey
$831K -$2.7M -25,168 -76%
SR
530
Syntax Research
Florida
$830K -$89.2K -833 -10%
BBHC
531
Brown Brothers Harriman & Co
New York
$825K -$201K -1,879 -20%
SOS
532
Silver Oak Securities
Tennessee
$825K -$953K -8,897 -54%
MSFS
533
Main Street Financial Solutions
Pennsylvania
$819K +$200K +1,865 +32%
FNBT
534
FineMark National Bank & Trust
Florida
$817K -$69.9K -653 -8%
OPWM
535
Oxinas Partners Wealth Management
Indiana
$812K -$1.07K -10 -0.1%
PA
536
Probity Advisors
Texas
$811K -$530K -4,949 -40%
ECG
537
EPIQ Capital Group
California
$810K +$9.21K +86 +1%
MC
538
Moors & Cabot
Massachusetts
$809K -$57.1K -533 -7%
TPA
539
Trivium Point Advisory
Connecticut
$807K +$807K +7,536 New
SB
540
Strategic Blueprint
Georgia
$798K +$1.93K +18 +0.2%
TAM
541
Titleist Asset Management
Texas
$783K -$60.2K -562 -7%
CC
542
Copperleaf Capital
North Carolina
$782K +$41.5K +387 +6%
T
543
TNF
Montana
$780K -$278K -2,584 -26%
MPPLM
544
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$772K -$35.5K -331 -4%
TWM
545
TSA Wealth Management
Texas
$771K -$1.87M -17,424 -71%
FCA
546
FinTrust Capital Advisors
South Carolina
$762K -$170K -1,587 -18%
TWP
547
Tempus Wealth Planning
California
$761K -$250K -2,332 -25%
FA
548
Fiducient Advisors
Illinois
$758K +$758K +7,072 New
AI
549
Arrien Investments
Idaho
$756K +$24.4K +228 +3%
SG
550
StoneX Group
New York
$752K +$752K +7,023 New