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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 %
Federated Hermes
551
Federated Hermes
Pennsylvania
$750K
MP
552
McDonald Partners
Ohio
$750K +$750K +7,000 New
Belvedere Trading
553
Belvedere Trading
Illinois
$748K +$748K +6,980 New
CWG
554
Cornerstone Wealth Group
North Carolina
$743K -$173K -1,618 -19%
APWA
555
Atlas Private Wealth Advisors
New Jersey
$743K +$359K +3,355 +94%
CSB
556
City State Bank
Iowa
$740K
HT
557
Heritage Trust
Oklahoma
$738K -$14.5K -135 -2%
GI
558
GLOBALT Investments
Georgia
$729K -$81.9K -765 -10%
ACA
559
Aptus Capital Advisors
Alabama
$726K -$883K -8,247 -55%
RJT
560
Raymond James Trust
Florida
$724K -$125K -1,165 -15%
WFS
561
WealthGarden F.S.
California
$721K +$721K +6,730 New
HFA
562
Highland Financial Advisors
New Jersey
$720K -$4.32M -40,279 -86%
Jones Financial Companies
563
Jones Financial Companies
Missouri
$713K +$702K +6,549 +5,954%
KFP
564
KMG Fiduciary Partners
Ohio
$713K +$106K +990 +17%
CAG
565
Crestwood Advisors Group
Massachusetts
$713K
LPP
566
Life Planning Partners
Florida
$710K +$277K +2,583 +64%
NCFG
567
New Century Financial Group
New Jersey
$706K +$706K +6,592 New
MLM
568
Mount Lucas Management
Pennsylvania
$698K -$23.9K -223 -3%
WWG
569
West Wealth Group
California
$696K -$685K -6,393 -50%
TWCA
570
Two West Capital Advisors
Kansas
$693K +$693K +6,470 New
BCP
571
Blackhawk Capital Partners
Wisconsin
$688K +$688K +6,426 New
LWM
572
Liberty Wealth Management
California
$683K +$473K +19,092 +224%
BFG
573
Berger Financial Group
Minnesota
$676K -$64.3K -600 -9%
FWM
574
Finer Wealth Management
Massachusetts
$674K +$674K +6,295 New
CAM
575
Cidel Asset Management
Ontario, Canada
$674K -$744K