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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 %
KCM
826
Kanawha Capital Management
Virginia
$250K +$871 +8 +0.4%
BTWM
827
Baker Tilly Wealth Management
Wisconsin
$249K -$96.7K -888 -28%
RSC
828
Red Spruce Capital
Pennsylvania
$249K
GVAG
829
Great Valley Advisor Group
Delaware
$249K -$126K -1,153 -34%
CWP
830
Concord Wealth Partners
Virginia
$249K +$1.42K +13 +0.6%
LFA
831
LGT Financial Advisors
Texas
$248K -$46.2K -424 -16%
NP
832
Nilsine Partners
Colorado
$248K
BWP
833
Balboa Wealth Partners
Arizona
$247K -$726K -6,662 -75%
CFB
834
Cullen/Frost Bankers
Texas
$241K -$708K -6,500 -75%
TYCC
835
Texas Yale Capital Corp
Florida
$240K
SCP
836
Sandhill Capital Partners
New York
$240K +$7.19K +66 +3%
JWM
837
Jessup Wealth Management
Ohio
$239K -$3.38K -31 -1%
MCM
838
Mainstay Capital Management
Michigan
$239K -$6.16M -56,590 -96%
CD
839
Chapin Davis
Maryland
$239K -$8.82K -81 -4%
DWP
840
Destiny Wealth Partners
Florida
$239K -$115K -1,059 -33%
GCA
841
Guardian Capital Advisors
Ontario, Canada
$238K +$238K +2,264 New
LFG
842
Larson Financial Group
Missouri
$237K +$9.15K +84 +4%
DFA
843
Davies Financial Advisors
California
$236K +$236K +2,165 New
MFA
844
Mayflower Financial Advisors
Massachusetts
$234K -$6.97K -64 -3%
CSPIA
845
Cary Street Partners Investment Advisory
Virginia
$234K +$12.6K +1,611 +6%
FSA
846
Financial Sense Advisors
California
$232K +$232K +2,130 New
4FG
847
4Thought Financial Group
New York
$232K +$38.3K +352 +20%
SWA
848
SOA Wealth Advisors
New York
$232K +$1.42K +13 +0.6%
AF
849
Apexium Financial
Texas
$230K -$19.3K -177 -8%
CW
850
Channel Wealth
California
$229K -$230K -2,109 -50%