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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 %
RW
626
Regimen Wealth
Georgia
$681K +$218 +2 +0%
PA
627
Pinnacle Associates
New York
$675K -$2.18K -20 -0.3%
HGWM
628
Horst & Graben Wealth Management
Oregon
$673K +$253K +2,327 +60%
PP
629
Prosperity Planning
Missouri
$672K -$730K
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$666K +$323K +2,970 +94%
GSWM
631
Greenup Street Wealth Management
Michigan
$665K +$665K +6,104 New
JEST
632
JTC Employer Solutions Trustee
Jersey
$663K
PCA
633
Prosperity Capital Advisors
Ohio
$655K -$1.55M -14,263 -70%
SWP
634
Summit Wealth Partners
Florida
$652K -$44.1K -405 -6%
CG
635
Cynosure Group
Utah
$645K -$26.6K -244 -4%
CAM
636
Cobblestone Asset Management
Virginia
$643K -$2.23M -20,442 -78%
RFN
637
RDA Financial Network
Iowa
$635K +$3.49K +32 +0.6%
AFP
638
Ausdal Financial Partners
Iowa
$633K -$94.1K -864 -13%
MSFS
639
Main Street Financial Solutions
Pennsylvania
$630K +$12.4K +114 +2%
NEPPG
640
New England Professional Planning Group
Rhode Island
$623K
APP
641
Avantax Planning Partners
Iowa
$617K -$14.8K -136 -2%
KFP
642
KMG Fiduciary Partners
Ohio
$617K -$144K -1,323 -19%
CASC
643
Coppell Advisory Solutions Corp
Texas
$611K +$611K +5,608 New
DWP
644
Daymark Wealth Partners
Ohio
$609K +$157K +1,443 +35%
PPP
645
Private Portfolio Partners
New Jersey
$607K +$21.1K +194 +4%
PFM
646
Peak Financial Management
Massachusetts
$604K -$3.81K -35 -0.6%
FPAS
647
Focus Partners Advisor Solutions
Missouri
$604K +$370K +3,393 +158%
N
648
Natixis
France
$603K +$351K +3,223 +139%
LLWM
649
Life Line Wealth Management
California
$603K +$62.5K +574 +12%
FWM
650
Fonville Wealth Management
Virginia
$598K +$22.2K +204 +4%