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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 %
BFWM
626
Bright Futures Wealth Management
New York
$547K -$20.5K -185 -4%
WANY
627
Wealthspire Advisors (New York)
New York
$547K +$18.6K +174 +4%
GCA
628
Gradient Capital Advisors
California
$542K +$33.3K +311 +7%
NWM
629
Napa Wealth Management
California
$542K +$542K +5,059 New
VWWMG
630
Vermillion & White Wealth Management Group
Pennsylvania
$538K +$12.5K +117 +2%
SAI
631
Savvy Advisors Inc
New York
$537K +$208K +1,946 +64%
HWA
632
HCR Wealth Advisors
California
$535K +$5.89K +55 +1%
TIA
633
Tiemann Investment Advisors
California
$533K -$38K -355 -7%
Fiera Capital (Canada)
634
Fiera Capital (Canada)
Quebec, Canada
$529K +$6.86K +64 +1%
AFG
635
ABLE Financial Group
Arizona
$528K +$528K +4,928 New
SWIM
636
Smallwood Wealth Investment Management
New Jersey
$527K -$354K -3,304 -40%
PAA
637
Peregrine Asset Advisers
Oregon
$524K -$8.03K -75 -2%
MAG
638
M3 Advisory Group
Massachusetts
$521K +$964 +9 +0.2%
Walleye Trading
639
Walleye Trading
New York
$510K +$510K +4,761 New
DWM
640
Diversify Wealth Management
Utah
$504K +$504K +4,566 New
WWM
641
Western Wealth Management
Colorado
$502K -$1.35M -12,631 -73%
IFPL
642
Investments & Financial Planning LLC
Kentucky
$501K +$2.14K +20 +0.4%
MCWS
643
McKinley Carter Wealth Services
West Virginia
$495K -$29.9K -279 -6%
DBIA
644
Dumont & Blake Investment Advisors
New Jersey
$495K +$247K +2,309 +100%
SFA
645
Source Financial Advisors
New York
$491K +$44.2K +413 +10%
PWP
646
Perfromance Wealth Partners
Illinois
$482K -$773K -7,214 -62%
BAM
647
Belpointe Asset Management
Nevada
$479K +$219K +2,044 +84%
BPC
648
Banque Pictet & Cie
Switzerland
$479K
RAM
649
Riggs Asset Management
Pennsylvania
$477K -$407K -3,803 -46%
RIM
650
Redwood Investment Management
Arizona
$476K -$205K -1,909 -30%