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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 %
AC
726
Addison Capital
Pennsylvania
$409K +$409K +3,755 New
1SB
727
1ST Source Bank
Indiana
$408K +$11.1K +102 +3%
ICM
728
IMS Capital Management
Oregon
$407K -$7.08K -65 -2%
EB
729
Exchange Bank
California
$405K
DA
730
Detalus Advisors
Missouri
$405K -$35.7K -328 -8%
QWP
731
Quotient Wealth Partners
Texas
$401K -$547K -5,018 -58%
HT
732
Headlands Technologies
Illinois
$400K +$88.7K +814 +28%
SW
733
SlateStone Wealth
Florida
$393K
IWN
734
Independent Wealth Network
Iowa
$393K +$50.5K +464 +15%
PWA
735
Prairie Wealth Advisors
Nebraska
$393K +$393K +3,605 New
VVP
736
Venture Visionary Partners
Ohio
$393K +$20.4K +187 +5%
WA
737
Waverly Advisors
Alabama
$391K +$129K +1,183 +49%
APWA
738
Atlas Private Wealth Advisors
New Jersey
$390K -$441K -4,049 -53%
CPL
739
CAP Partners LLC
Tennessee
$384K -$281K -2,582 -42%
LMKC
740
L.M. Kohn & Company
Ohio
$381K +$131K +1,203 +52%
AAA
741
Adams Asset Advisors
Texas
$379K -$68K -624 -15%
ACP
742
Aveo Capital Partners
Colorado
$376K -$239K -2,245 -39%
HTC
743
Haverford Trust Company
Pennsylvania
$376K
CIAS
744
Capital Investment Advisory Services
North Carolina
$374K -$111K -1,021 -23%
FCI
745
Financial Counselors Inc
Kansas
$374K +$82.2K +755 +28%
DI
746
Disciplined Investments
Oklahoma
$369K +$369K +3,384 New
PMG
747
ProVise Management Group
Florida
$364K +$7.08K +65 +2%
MWM
748
Modera Wealth Management
New Jersey
$361K -$211K -1,940 -37%
MCWA
749
Meadow Creek Wealth Advisors
Georgia
$361K -$2.07K -19 -0.6%
FF
750
Fluent Financial
Texas
$361K +$4.03K +37 +1%