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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 %
IC
701
Innealta Capital
Texas
$472K -$67.4K -619 -13%
HWM
702
HB Wealth Management
Georgia
$467K +$6.65K +61 +1%
AAM
703
Advisors Asset Management
Colorado
$465K +$23.5K +216 +5%
TA
704
TFG Advisers
Michigan
$464K -$45.9K -421 -9%
CFO
705
CVA Family Office
Colorado
$463K +$109 +1 +0%
CPIG
706
Chicago Partners Investment Group
Illinois
$462K +$462K +4,385 New
GSC
707
Ground Swell Capital
South Carolina
$462K +$462K +4,242 New
EWM
708
Evercore Wealth Management
New York
$456K -$17.1K -157 -4%
SFA
709
Source Financial Advisors
New York
$454K +$118K +1,080 +35%
PGFC
710
Peapack-Gladstone Financial Corp
New Jersey
$453K +$15.3K +140 +3%
MIS
711
Morningstar Investment Services
Illinois
$450K -$851K -7,801 -65%
AFC
712
AFT Forsyth & Company
Florida
$450K -$2.07K -19 -0.5%
BCG
713
Breakwater Capital Group
New Jersey
$447K +$155K +1,422 +53%
GWP
714
Gateway Wealth Partners
Wisconsin
$444K -$295K -2,706 -40%
LPP
715
Life Planning Partners
Florida
$440K
WPC
716
White Pine Capital
Minnesota
$433K -$144K -1,371 -25%
MWA
717
Moser Wealth Advisors
Washington
$432K
CCG
718
Cypress Capital Group
Florida
$431K -$62.4K -573 -13%
PS
719
Planned Solutions
California
$429K
PFM
720
Phillips Financial Management
Indiana
$426K +$871 +8 +0.2%
AFWM
721
Abich Financial Wealth Management
Virginia
$424K +$373K +3,423 +724%
OIA
722
Optimum Investment Advisors
Illinois
$423K +$221K +2,028 +109%
SW
723
SVB Wealth
Massachusetts
$420K -$21.5K -197 -5%
AWM
724
Avaii Wealth Management
Wisconsin
$420K -$292K -2,681 -41%
PWG
725
Private Wealth Group
Florida
$412K +$412K +3,779 New