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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 %
DCM
801
Dimension Capital Management
Florida
$274K
BFG
802
Beacon Financial Group
Texas
$273K -$94.2K -865 -26%
NB
803
NBT Bank
New York
$273K -$134K -1,232 -33%
JC
804
Jentner Corp
Ohio
$272K
TW
805
TritonPoint Wealth
Maryland
$272K +$213K +8,835 +359%
OAP
806
One Advisory Partners
Kansas
$272K -$2.63M -24,122 -91%
WAM
807
Walker Asset Management
Missouri
$271K +$1.31K +12 +0.5%
EAM
808
Empirical Asset Management
Massachusetts
$270K +$1.85K +17 +0.7%
MWM
809
Maripau Wealth Management
Indiana
$270K -$120K -1,104 -31%
FDCDDQ
810
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270K +$174K +1,595 +181%
RFWA
811
RPg Family Wealth Advisory
Massachusetts
$269K +$269K +2,466 New
WWP
812
WR Wealth Planners
Missouri
$267K -$157K -1,443 -37%
DC
813
Davenport & Co
Virginia
$267K -$70.4K -646 -21%
GAM
814
Grandview Asset Management
Pennsylvania
$267K +$218 +2 +0.1%
AFG
815
Albion Financial Group
Utah
$265K -$950K -8,719 -78%
PI
816
PFG Investments
New York
$265K +$59.6K +547 +29%
BAM
817
Belpointe Asset Management
Nevada
$265K -$55K -505 -17%
WE
818
Wealth Effects
Massachusetts
$264K -$27.6K -253 -9%
SP
819
SWS Partners
Ohio
$262K
SSB
820
Sandy Spring Bank
Maryland
$262K +$153K +1,402 +140%
CGFA
821
Colton Groome Financial Advisors
North Carolina
$255K -$179K -1,641 -41%
BIA
822
BHK Investment Advisors
Alabama
$254K +$1.83K +17 +0.7%
RFO
823
RiverGlades Family Offices
Florida
$254K -$3.95K -37 -2%
JWCA
824
J.W. Coons Advisors
Ohio
$253K
DBIA
825
Dumont & Blake Investment Advisors
New Jersey
$251K