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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 %
HCA
876
Heck Capital Advisors
Wisconsin
$193K +$193K +1,775 New
WT
877
Whittier Trust
California
$190K -$370K -3,399 -66%
KFS
878
Kelly Financial Services
Massachusetts
$189K -$5.83M -53,543 -97%
DZ Bank
879
DZ Bank
Germany
$186K
BCMLT
880
Beacon Capital Management LLC (Tennessee)
Tennessee
$182K +$90.7K +833 +100%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$160K -$52.7K -484 -25%
TPCM
882
Templeton & Phillips Capital Management
Tennessee
$154K +$154K +1,416 New
CA
883
Continuum Advisory
Idaho
$151K -$953K -8,932 -86%
S
884
Sachetta
Massachusetts
$149K
BONH
885
Bank of New Hampshire
New Hampshire
$147K +$5.01K +46 +4%
FGAM
886
Financial Gravity Asset Management
Texas
$145K +$53.4K +490 +58%
FRA
887
Front Row Advisors
California
$145K +$65.7K +603 +83%
BEI
888
Benjamin Edwards Inc
Missouri
$141K -$29.9K -274 -17%
JHCP
889
Jackson Hole Capital Partners
Oklahoma
$139K
TFA
890
Transamerica Financial Advisors
Florida
$135K -$3.97M -36,220 -97%
T
891
Tidemark
California
$134K -$109 -1 -0.1%
C
892
Covestor
United Kingdom
$133K +$2.84K +26 +2%
CA
893
Clearstead Advisors
Ohio
$129K
WH
894
Wallace Hart
Kentucky
$128K +$128K +1,173 New
Bessemer Group
895
Bessemer Group
New Jersey
$123K -$32.1K -295 -21%
TFGT
896
TS Financial Group (TSFG)
Illinois
$117K -$10.6K -97 -8%
SIS
897
Sound Income Strategies
Florida
$108K +$3.05K +28 +3%
WTC
898
WhitTier Trust Company
Nevada
$106K
WB
899
Webster Bank
Connecticut
$105K
BWAM
900
Boyd Watterson Asset Management
Ohio
$105K -$62.3K -572 -37%