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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 %
VWWMG
676
Vermillion & White Wealth Management Group
Pennsylvania
$534K -$9.91K -91 -2%
MCWS
677
McKinley Carter Wealth Services
West Virginia
$533K -$31.5K -289 -6%
Fiera Capital (Canada)
678
Fiera Capital (Canada)
Quebec, Canada
$531K +$12.6K +116 +2%
MAG
679
M3 Advisory Group
Massachusetts
$529K +$60.3K +554 +13%
IAIM
680
International Assets Investment Management
Florida
$526K -$196K -1,822 -27%
CF
681
Cantor Fitzgerald
New York
$523K +$6.64K +61 +1%
KC
682
Kepos Capital
New York
$523K -$54.5K -500 -9%
KFSC
683
Keystone Financial Services (Colorado)
Colorado
$522K -$2.86M -26,302 -85%
GCA
684
Gradient Capital Advisors
California
$517K -$26K -239 -5%
PSCM
685
Per Stirling Capital Management
Texas
$517K +$12.9K +118 +3%
FHA
686
First Horizon Advisors
Tennessee
$511K -$768K -7,048 -60%
IFPL
687
Investments & Financial Planning LLC
Kentucky
$507K +$8.28K +76 +2%
MSWMA
688
Market Street Wealth Management Advisors
Indiana
$505K -$296K -2,717 -37%
BSW
689
Buckingham Strategic Wealth
Missouri
$499K +$155K +1,426 +45%
NAM
690
NTV Asset Management
West Virginia
$498K -$5.45K -50 -1%
AWE
691
Avidian Wealth Enterprises
Texas
$494K -$208K -1,910 -30%
EFG
692
Ehrlich Financial Group
California
$492K +$76.8K +705 +18%
BPC
693
Banque Pictet & Cie
Switzerland
$487K -$2.56M -23,531 -84%
SAM
694
Simplify Asset Management
Nevada
$485K -$9.8M -90,000 -95%
PBM
695
Propel Bio Management
California
$485K
BCM
696
Beaumont Capital Management
Massachusetts
$484K +$30.6K +281 +7%
CWA
697
Canvas Wealth Advisors
Kansas
$484K +$247K +2,350 +104%
SHIM
698
Stone House Investment Management
Pennsylvania
$478K -$3.67M -33,673 -88%
WAS
699
Wealth Advisory Solutions
Indiana
$473K +$36.9K +339 +8%
RC
700
Rareview Capital
Nevada
$473K +$473K +4,339 New