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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 %
BSB
926
Bangor Savings Bank
Maine
$24.1K +$3.43K +32 +17%
MTC
927
Matrix Trust Company
Colorado
$24K
OHWP
928
Oak Harbor Wealth Partners
North Carolina
$23.9K +$21.4K +200 +870%
SVCP
929
Silicon Valley Capital Partners
California
$23.2K +$321 +3 +1%
AIM
930
Anchor Investment Management
South Carolina
$23.1K
PAI
931
Pittenger & Anderson Inc
Nebraska
$22.5K
CSWM
932
Cassady Schiller Wealth Management
Ohio
$22.2K
BWL
933
Bogart Wealth LLC
Virginia
$21.7K
SWC
934
Spectrum Wealth Counsel
Indiana
$21.4K -$2.63M -24,509 -99%
CNBTD
935
Citizens National Bank Trust Department
Mississippi
$21.4K
EWM
936
EPG Wealth Management
Georgia
$21.1K -$21.5K -197 Closed
PMAM
937
Picton Mahoney Asset Management
Ontario, Canada
$21K
MWA
938
MFA Wealth Advisors
Pennsylvania
$20.1K +$20.1K +188 New
WWM
939
Wolff Wiese Magana
California
$19.7K
FWP
940
FAS Wealth Partners
Kansas
$18.4K +$215 +2 +1%
OA
941
Operose Advisors
Wisconsin
$17.3K +$107 +1 +0.6%
SA
942
SRH Advisors
Kansas
$17.1K
TCG
943
Transcendent Capital Group
Oklahoma
$16.6K
TFF
944
The Family Firm
Maryland
$16.2K +$16.2K +151 New
TSWM
945
Tyler-Stone Wealth Management
Ohio
$16.1K -$5.36K -50 -25%
FMTCOCP
946
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
WIA
947
Wetzel Investment Advisors
Indiana
$14.7K
BA
948
Ballast Advisors
Minnesota
$14.4K
GFPC
949
Global Financial Private Client
Florida
$13.8K -$9.96K -93 -42%
EBA
950
Eagle Bay Advisors
New York
$13.8K