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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 %
PA
651
PPM America
Illinois
$596K +$596K +5,475 New
IBOK
652
Independence Bank of Kentucky
Kentucky
$595K
SC
653
Summa Corp
Texas
$594K
FPCP
654
Fort Point Capital Partners
California
$590K -$20.5K -188 -3%
IPW
655
Intergy Private Wealth
Colorado
$590K -$33.1K -304 -5%
GS
656
GTS Securities
New York
$588K +$588K +5,402 New
CHA
657
Carmichael Hill & Associates
Maryland
$588K +$251K +2,304 +74%
GM
658
GeoWealth Management
Illinois
$585K -$600K -5,506 -51%
TIA
659
Tiemann Investment Advisors
California
$581K
AA
660
Alesco Advisors
New York
$577K
HI
661
Harbour Investments
Wisconsin
$576K -$222K -2,036 -28%
CFG
662
Cosner Financial Group
Colorado
$574K -$202K -1,850 -26%
CFD
663
Creative Financial Designs
Indiana
$572K +$239K +2,195 +72%
MWM
664
Melfa Wealth Management
Massachusetts
$569K +$569K +5,224 New
USCWA
665
U.S. Capital Wealth Advisors
Texas
$562K -$1.48M -13,571 -72%
SC
666
Solstein Capital
California
$561K -$326K -2,995 -37%
JIR
667
James Investment Research
Ohio
$555K +$139K +1,277 +33%
AA
668
Ancora Advisors
Ohio
$554K +$25.7K +236 +5%
BFWM
669
Bright Futures Wealth Management
New York
$553K +$553K +5,132 New
CIBC World Market
670
CIBC World Market
Ontario, Canada
$552K +$552K +5,066 New
SC
671
Sierra Capital
Florida
$541K -$552K -5,071 -51%
PAA
672
Peregrine Asset Advisers
Oregon
$541K -$40K -367 -7%
BBP
673
Banco BTG Pactual
Brazil
$540K +$540K +5,000 New
HWA
674
HCR Wealth Advisors
California
$538K +$7.08K +65 +1%
WANY
675
Wealthspire Advisors (New York)
New York
$537K -$1.04M -9,511 -66%