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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 %
MWA
676
Moser Wealth Advisors
Washington
$425K
AA
677
Advisory Alpha
Michigan
$423K -$3.13M -29,199 -88%
PS
678
Planned Solutions
California
$422K
Kayne Anderson Rudnick Investment Management
679
Kayne Anderson Rudnick Investment Management
California
$422K -$269K -2,512 -39%
AC
680
Addison Capital
Pennsylvania
$421K +$18.4K +172 +5%
OIA
681
Optimum Investment Advisors
Illinois
$419K +$3.21K +30 +0.8%
CCA
682
Carrera Capital Advisors
Michigan
$419K +$419K +3,908 New
ICM
683
IMS Capital Management
Oregon
$417K
KA
684
Kovack Advisors
Florida
$416K +$416K +3,881 New
PGFC
685
Peapack-Gladstone Financial Corp
New Jersey
$414K -$30.3K -283 -7%
LCM
686
Lazari Capital Management
California
$409K +$409K +3,816 New
HGWM
687
Horst & Graben Wealth Management
Oregon
$407K -$255K -2,381 -39%
PFM
688
Phillips Financial Management
Indiana
$406K -$12.5K -117 -3%
CCM
689
Coldstream Capital Management
Washington
$405K +$405K +3,781 New
LLWM
690
Life Line Wealth Management
California
$402K -$191K -1,784 -32%
1SB
691
1ST Source Bank
Indiana
$401K
AAM
692
Advisors Asset Management
Colorado
$399K -$57.5K -537 -13%
EB
693
Exchange Bank
California
$399K
VVP
694
Venture Visionary Partners
Ohio
$397K +$10.4K +97 +3%
TA
695
TFG Advisers
Michigan
$396K -$60.7K -567 -13%
FCI
696
Financial Counselors Inc
Kansas
$396K +$27.7K +259 +8%
LMKC
697
L.M. Kohn & Company
Ohio
$395K +$19.7K +184 +5%
PFM
698
Peak Financial Management
Massachusetts
$393K -$201K -1,879 -34%
DI
699
Disciplined Investments
Oklahoma
$393K +$30.3K +283 +8%
MWM
700
Modera Wealth Management
New Jersey
$391K +$35.4K +330 +10%