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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 %
TCM
551
Traynor Capital Management
Pennsylvania
$998K -$26.4K -242 -3%
GC
552
GFG Capital
Florida
$994K -$18.4M -168,613 -95%
KWA
553
Kingswood Wealth Advisors
California
$994K +$107K +978 +12%
SWM
554
Spire Wealth Management
Virginia
$974K -$1.48M -13,581 -60%
Kovitz Investment Group Partners
555
Kovitz Investment Group Partners
Illinois
$973K -$54.8K -503 -5%
RG
556
Rathbones Group
United Kingdom
$969K
OFG
557
Omega Financial Group
California
$963K +$1.2K +11 +0.1%
PTC
558
Private Trust Company
Ohio
$962K -$153K -1,403 -14%
AFO
559
Arrowroot Family Office
California
$958K +$154K +1,410 +19%
CIA
560
Concurrent Investment Advisors
Florida
$955K -$587K -5,391 -38%
GRP
561
Global Retirement Partners
California
$951K -$578K -5,308 -38%
FCA
562
FinTrust Capital Advisors
South Carolina
$947K -$730K -6,698 -44%
HW
563
Hancock Whitney
Mississippi
$945K -$597K -5,483 -39%
LL
564
LPWM LLC
Minnesota
$942K +$49.1K +463 +5%
KFS
565
Kaizen Financial Strategies
California
$942K -$2.29K -21 -0.2%
PIMG
566
Patriot Investment Management Group
Tennessee
$935K -$56.2K -516 -6%
SR
567
Syntax Research
Florida
$935K -$5.56K -51 -0.6%
CRWM
568
Castle Rock Wealth Management
California
$934K +$51K +486 +6%
CWG
569
Cornerstone Wealth Group
North Carolina
$932K +$709K +6,509 +318%
SCA
570
Snowden Capital Advisors
New York
$927K -$659K -6,050 -42%
LWM
571
Liberty Wealth Management
California
$926K -$2.12M -19,459 -70%
FA
572
Fermata Advisors
California
$907K -$6.07M -55,723 -87%
WAG
573
Winthrop Advisory Group
Massachusetts
$906K +$265K +2,431 +41%
FNBT
574
FineMark National Bank & Trust
Florida
$901K +$35.1K +322 +4%
SIA
575
Sage Investment Advisers
New York
$901K -$4.36K -40 -0.5%