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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 %
EFN
601
Equita Financial Network
Pennsylvania
$610K +$610K +5,694 New
APP
602
Avantax Planning Partners
Iowa
$608K +$536 +5 +0.1%
PCA
603
Prosperity Capital Advisors
Ohio
$604K -$40.5K -378 -6%
FPAS
604
Focus Partners Advisor Solutions
Missouri
$603K +$9.75K +91 +2%
WA
605
Waverly Advisors
Alabama
$601K +$216K +2,018 +56%
RA
606
Rockingstone Advisors
Massachusetts
$599K -$119K -1,113 -17%
N
607
Natixis
France
$598K +$4.71K +44 +0.8%
FWM
608
Fonville Wealth Management
Virginia
$595K +$6.96K +65 +1%
BF
609
BOK Financial
Oklahoma
$593K +$246K +2,299 +71%
AFP
610
Ausdal Financial Partners
Iowa
$586K -$36.9K -344 -6%
IBOK
611
Independence Bank of Kentucky
Kentucky
$585K
SC
612
Sierra Capital
Florida
$584K +$51.4K +480 +10%
HI
613
Harbour Investments
Wisconsin
$584K +$17.6K +164 +3%
SC
614
Summa Corp
Texas
$584K
DW30
615
Drucker Wealth 3.0
New Jersey
$582K +$582K +5,430 New
AWA
616
Arete Wealth Advisors
Illinois
$580K +$580K +5,415 New
XT
617
XTX Topco
Cayman Islands
$580K -$708K -6,608 -55%
CHA
618
Carmichael Hill & Associates
Maryland
$579K +$429 +4 +0.1%
CFD
619
Creative Financial Designs
Indiana
$579K +$16.6K +155 +3%
KWA
620
Kingswood Wealth Advisors
California
$569K -$408K -3,812 -42%
AA
621
Alesco Advisors
New York
$568K
CFG
622
Cosner Financial Group
Colorado
$562K -$2.89K -27 -0.5%
SWP
623
Summit Wealth Partners
Florida
$554K -$86.9K -811 -14%
SC
624
Solstein Capital
California
$553K +$1.29K +12 +0.2%
PSCM
625
Per Stirling Capital Management
Texas
$549K +$40.6K +379 +8%