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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 %
HIP
751
HUB Investment Partners
Texas
$360K +$33.8K +310 +10%
FCM
752
Fortis Capital Management
Washington
$358K -$6.86K -63 -2%
MWM
753
Mosley Wealth Management
California
$355K -$360K -3,306 -50%
CWP
754
Cyndeo Wealth Partners
Florida
$353K -$245K -2,246 -41%
Empower Advisory Group
755
Empower Advisory Group
Colorado
$353K +$40.6K +373 +13%
ATPW
756
Ashton Thomas Private Wealth
Arizona
$353K -$470K -4,314 -57%
WAG
757
Wheelhouse Advisory Group
Missouri
$352K -$4.03K -37 -1%
GKWIM
758
Gerber Kawasaki Wealth & Investment Management
California
$351K +$133K +1,224 +61%
CCAL
759
City Center Advisors LLC
Michigan
$349K +$349K +3,207 New
BF
760
BOK Financial
Oklahoma
$348K -$199K -1,850 -36%
SF
761
Summit Financial
New Jersey
$347K +$347K +3,184 New
SFS
762
Security Financial Services
Indiana
$344K -$1.67M -15,287 -83%
TCM
763
Towneley Capital Management
California
$343K +$2.07K +19 +0.6%
AWAG
764
ARS Wealth Advisors Group
Florida
$339K +$339K +3,115 New
SCM
765
Spreng Capital Management
Ohio
$339K -$27K -248 -7%
SAI
766
Savvy Advisors Inc
New York
$334K -$42.7K -392 -11%
SAM
767
Sawgrass Asset Management
Florida
$330K
AWA
768
Aquire Wealth Advisors
Utah
$328K
SAM
769
Strategy Asset Managers
California
$326K -$28K -257 -8%
BMM
770
Berkshire Money Management
Massachusetts
$325K +$325K +2,985 New
FAM
771
Forte Asset Management
New York
$324K -$3.92K -36 -1%
CHC
772
City Holding Co
West Virginia
$323K -$197K -1,810 -38%
NC
773
Napatree Capital
Rhode Island
$322K
RG
774
Retirement Group
California
$317K -$16.3K -150 -5%
GLA
775
Good Life Advisors
Pennsylvania
$316K +$28.3K +260 +10%