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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 %
RFA
776
Resurgent Financial Advisors
Georgia
$313K -$155K -1,420 -33%
HIM
777
Hanlon Investment Management
New Jersey
$312K -$2.23M -20,506 -88%
SBIA
778
Sheaff Brock Investment Advisors
Indiana
$312K +$218 +2 +0.1%
RCM
779
Raleigh Capital Management
North Carolina
$312K +$217K +1,991 +229%
FT
780
Fiduciary Trust
Massachusetts
$309K -$4.58K -42 -1%
CKAIS
781
Christensen King & Associates Investment Services
Washington
$309K +$1.2K +11 +0.4%
RSWA
782
Robinson Smith Wealth Advisors
Maine
$308K -$436 -4 -0.1%
RIL
783
Rothschild Investment LLC
Illinois
$307K
MYIA
784
Mount Yale Investment Advisors
Colorado
$305K -$507K -4,652 -62%
SAW
785
Signal Advisors Wealth
Michigan
$304K -$106K -969 -26%
HIA
786
Harbor Investment Advisory
Maryland
$298K -$5.01K -46 -2%
OC
787
OxenFree Capital
Florida
$297K -$1.74K -16 -0.6%
FFA
788
Fragasso Financial Advisors
Pennsylvania
$297K -$31.3K -287 -10%
EWA
789
EP Wealth Advisors
California
$296K -$113K -1,039 -28%
BWM
790
BCS Wealth Management
Tennessee
$296K +$327 +3 +0.1%
VV
791
Verity & Verity
South Carolina
$291K +$291K +2,671 New
Legacy Financial Group (Iowa)
792
Legacy Financial Group (Iowa)
Iowa
$291K +$291K +2,670 New
TAM
793
Tucker Asset Management
Colorado
$286K +$283K +2,595 +8,650%
GWM
794
Geneos Wealth Management
Colorado
$285K -$13K -119 -4%
SSWM
795
Strait & Sound Wealth Management
California
$283K -$19.3K -182 -6%
HGERS
796
Householder Group Estate & Retirement Specialist
Arizona
$281K -$16.1K -148 -5%
Manulife (Manufacturers Life Insurance)
797
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$277K +$13.9K +128 +5%
AWA
798
Acorn Wealth Advisors
Michigan
$276K +$545 +5 +0.2%
WC
799
Waterloo Capital
Texas
$275K -$158K -1,450 -36%
WI
800
Wintrust Investments
Illinois
$274K +$981 +9 +0.4%