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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 %
EW
926
Element Wealth
Mississippi
$63.7K +$4.03K +37 +7%
OLVIG
927
Oliver Lagore Vanvalin Investment Group
Michigan
$62.5K -$188K -1,729 -75%
NG
928
NWK Group
California
$62.3K +$1.31K +12 +2%
SNB
929
Security National Bank
Nebraska
$61K
JWA
930
JFS Wealth Advisors
Pennsylvania
$59K
MFC
931
Mechanics Financial Corp
Ohio
$57.8K
AWM
932
Activest Wealth Management
Florida
$57.4K
CA
933
Centerpoint Advisors
Massachusetts
$57K +$17.3K +158 +44%
TH
934
TCTC Holdings
Texas
$54.5K -$34.1K -313 -38%
WPA
935
West Paces Advisors
Georgia
$54.5K
FFWM
936
Future Financial Wealth Management
Ohio
$52.9K +$52.9K +486 New
NCM
937
Northwest Capital Management
Oregon
$51.2K
EWA
938
EverSource Wealth Advisors
Alabama
$50.5K -$162K -1,545 -76%
CB
939
Community Bank
New York
$50K
CIA
940
Cape Investment Advisory
Georgia
$49.3K -$70.7K -649 -59%
TCOV
941
Trust Company of Vermont
Vermont
$49K
AA
942
AlphaMark Advisors
Kentucky
$45K +$2.85K +26 +7%
AWM
943
Atticus Wealth Management
Florida
$44.6K -$6.2K -57 -12%
CTA
944
Colonial Trust Advisors
South Carolina
$44.5K -$4.03K -37 -8%
CJ
945
Caitlin John
Michigan
$43.3K +$28.1K +258 +186%
AF
946
Advisornet Financial
Minnesota
$42.6K -$1.67M -15,310 -98%
NRG
947
Nemes Rush Group
Michigan
$41.6K
CCA
948
Criterion Capital Advisors
Tennessee
$40.7K -$16.8K -154 -29%
SRCM
949
Signature Resources Capital Management
California
$40.7K
AW
950
Avion Wealth
Texas
$39K