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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 %
OWA
601
Outlook Wealth Advisors
Texas
$767K +$767K +7,041 New
HT
602
Heritage Trust
Oklahoma
$765K +$980 +9 +0.1%
Federated Hermes
603
Federated Hermes
Pennsylvania
$762K -$35K -321 -4%
CSB
604
City State Bank
Iowa
$753K +$109K +1,000 +17%
BFG
605
Berger Financial Group
Minnesota
$753K -$225K -2,068 -23%
CC
606
Copperleaf Capital
North Carolina
$752K -$277K -2,540 -27%
PI
607
PineBridge Investments
New York
$751K +$200K +1,837 +36%
CAM
608
Cidel Asset Management
Ontario, Canada
$744K -$701K
AI
609
Arrien Investments
Idaho
$743K +$743K +6,826 New
MLM
610
Mount Lucas Management
Pennsylvania
$734K +$201K +1,846 +38%
ML
611
McAdam LLC
Pennsylvania
$733K +$4.14K +38 +0.6%
RA
612
Rockingstone Advisors
Massachusetts
$730K -$18.5K -170 -2%
GCL
613
Gouws Capital LLC
North Carolina
$727K +$49K +450 +7%
CWS
614
Cypress Wealth Services
California
$726K -$1.23M -11,266 -63%
CAG
615
Crestwood Advisors Group
Massachusetts
$725K -$135K -1,235 -16%
CWM
616
Centurion Wealth Management
Virginia
$721K -$1.38M -12,680 -66%
WPW
617
Watershed Private Wealth
Illinois
$713K -$4.02M -36,878 -85%
TA
618
TFB Advisors
Kansas
$705K -$1.08M -10,312 -61%
Kayne Anderson Rudnick Investment Management
619
Kayne Anderson Rudnick Investment Management
California
$702K +$76.4K +702 +12%
GIA
620
Gladstone Institutional Advisory
Florida
$698K -$92.9K -853 -12%
MWM
621
Modern Wealth Management
Kansas
$697K +$254K +2,331 +57%
AFC
622
Adaptive Financial Consulting
Ohio
$694K +$54.7K +502 +9%
RIM
623
Redwood Investment Management
Arizona
$691K -$1.09M -10,028 -61%
TI
624
Trexquant Investment
Connecticut
$688K +$688K +6,320 New
PCM
625
Palouse Capital Management
Washington
$682K -$153K -1,405 -18%