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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,001 hedge funds and large institutions have $26.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 350 increasing their positions, 413 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-47
Holders Change %
-4.48%
% of All Funds
14.56%
Holding in Top 10
70
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-16.67%
% of All Funds
1.02%
New
92
Increased
350
Reduced
413
Closed
130
Calls
$3.99B
Puts
$4.03B
Net Calls
-$44.2M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
801
Security Financial Services
Indiana
$220K -$118K -1,105 -35%
WI
802
Wedgewood Investors
Pennsylvania
$219K +$219K +2,048 New
BTWM
803
Baker Tilly Wealth Management
Wisconsin
$219K -$26K -243 -11%
CPRC
804
Consolidated Portfolio Review Corp
New York
$219K +$219K +2,041 New
CSC
805
Caldwell Sutter Capital
California
$218K
GWP
806
Gateway Wealth Partners
Wisconsin
$217K -$219K -2,042 -50%
FFA
807
Fragasso Financial Advisors
Pennsylvania
$217K -$74.5K -695 -26%
GWM
808
Geneos Wealth Management
Colorado
$217K -$62.9K -587 -22%
SWA
809
SOA Wealth Advisors
New York
$217K -$11K -103 -5%
CB
810
CNB Bank
Pennsylvania
$217K
BAM
811
Berkshire Asset Management
Pennsylvania
$215K +$215K +2,005 New
ES
812
Eagle Strategies
New York
$214K -$2.99M -27,951 -93%
PNC
813
Park National Corp
Ohio
$212K -$860K -8,024 -80%
PIA
814
Powell Investment Advisors
Florida
$212K -$7.71K -72 -4%
Bank of Nova Scotia
815
Bank of Nova Scotia
Ontario, Canada
$211K
T
816
TrueFG
Texas
$210K -$429 -4 -0.2%
KFI
817
Key Financial Inc
Pennsylvania
$209K
MSAM
818
Moloney Securities Asset Management
Missouri
$209K +$7.5K +70 +4%
VCM
819
Verde Capital Management
Michigan
$208K -$16.8K -157 -7%
RFS
820
Richardson Financial Services
Massachusetts
$207K -$4.61K -43 -2%
AIC
821
Archer Investment Corporation
Indiana
$206K -$11.1K -104 -5%
HCP
822
Hexagon Capital Partners
Arkansas
$204K -$11.7K -109 -5%
CAM
823
Claret Asset Management
Quebec, Canada
$204K
FA
824
Fountainhead AM
New Jersey
$203K +$2.25K +21 +1%
CA
825
Continuum Advisory
Idaho
$195K +$43.2K +403 +28%