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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 %
CAG
651
Csenge Advisory Group
Florida
$472K -$954K -8,908 -67%
IAIM
652
International Assets Investment Management
Florida
$471K -$53.4K -498 -10%
GS
653
GTS Securities
New York
$467K -$112K -1,042 -19%
RFA
654
RTD Financial Advisors
Pennsylvania
$466K +$466K +4,348 New
SW
655
SlateStone Wealth
Florida
$465K +$78.8K +736 +20%
RC
656
Rareview Capital
Nevada
$459K -$5.89K -55 -1%
EWM
657
Evercore Wealth Management
New York
$457K +$7.82K +73 +2%
MWM
658
Modern Wealth Management
Kansas
$455K -$231K -2,153 -34%
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$452K +$29.2K +2,066 +7%
WPC
660
White Pine Capital
Minnesota
$451K +$9.1K +85 +2%
FAM
661
Forte Asset Management
New York
$450K +$131K +1,225 +41%
CAS
662
Coppell Advisory Solutions
Texas
$449K +$449K +4,187 New
MFG
663
Merit Financial Group
Georgia
$445K -$376K -3,507 -46%
CFO
664
CVA Family Office
Colorado
$443K -$12.7K -119 -3%
GM
665
GeoWealth Management
Illinois
$442K -$133K -1,244 -23%
FCM
666
Fortis Capital Management
Washington
$441K +$89K +831 +25%
KC
667
Kepos Capital
New York
$439K -$75K -700 -15%
SAM
668
Strategy Asset Managers
California
$435K +$111K +1,027 +34%
NAM
669
NTV Asset Management
West Virginia
$434K -$55.6K -519 -11%
WAM
670
Worth Asset Management
Texas
$433K +$433K +4,044 New
HWM
671
HB Wealth Management
Georgia
$433K -$26.2K -245 -6%
AFC
672
AFT Forsyth & Company
Florida
$432K -$9.75K -91 -2%
EWA
673
EP Wealth Advisors
California
$431K +$140K +1,309 +48%
AWM
674
Avaii Wealth Management
Wisconsin
$427K +$13.6K +127 +3%
WPW
675
Watershed Private Wealth
Illinois
$425K -$276K -2,572 -39%