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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 %
NG
851
Norden Group
Utah
$229K +$229K +2,104 New
VA
852
Vident Advisory
Georgia
$229K -$114K -1,050 -33%
VCM
853
Verde Capital Management
Michigan
$229K +$19.8K +182 +9%
PFBT
854
Parkside Financial Bank & Trust
Missouri
$227K
PIA
855
Powell Investment Advisors
Florida
$224K +$1.53K +14 +0.7%
CSC
856
Caldwell Sutter Capital
California
$222K +$5.45K +50 +3%
AIC
857
Archer Investment Corporation
Indiana
$221K +$1.09K +10 +0.5%
CB
858
CNB Bank
Pennsylvania
$220K
HCP
859
Hexagon Capital Partners
Arkansas
$219K -$48.6K -446 -18%
MWM
860
Meridian Wealth Management
Kentucky
$218K +$8.71K +80 +4%
PWP
861
Private Wealth Partners
California
$218K
RFP
862
Root Financial Partners
California
$215K +$215K +1,978 New
Bank of Nova Scotia
863
Bank of Nova Scotia
Ontario, Canada
$214K +$214K +1,968 New
T
864
TrueFG
Texas
$214K -$3.05K -28 -1%
KFI
865
Key Financial Inc
Pennsylvania
$213K
RFS
866
Richardson Financial Services
Massachusetts
$211K -$32.1K -300 -13%
CAM
867
Claret Asset Management
Quebec, Canada
$208K -$21.8K -200 -9%
MSAM
868
Moloney Securities Asset Management
Missouri
$205K +$205K +1,880 New
CAM
869
Cresset Asset Management
Illinois
$204K -$23.7K -218 -10%
FA
870
Fountainhead AM
New Jersey
$204K +$204K +1,874 New
PHWM
871
Pine Harbor Wealth Management
Maryland
$201K +$871 +8 +0.4%
PA
872
Procyon Advisors
Connecticut
$201K -$2.83K -26 -1%
LW
873
Linscomb Wealth
Texas
$200K -$132K -1,211 -40%
CT
874
Colonial Trust
South Carolina
$196K +$30K +275 +18%
CPA
875
Cardiff Park Advisors
California
$195K +$1.2K +11 +0.6%