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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 %
AEPWM
951
Atlantic Edge Private Wealth Management
Florida
$38.8K
OSNBOA
952
Old Second National Bank of Aurora
Illinois
$38K
SOAMC
953
Spirit of America Management Corp
New York
$37.9K +$37.9K +357 New
GC
954
Gould Capital
Washington
$37.8K
BHWM
955
Beaird Harris Wealth Management
Texas
$36.6K
RIA
956
Realta Investment Advisors
Delaware
$33.1K +$33.1K +304 New
FIM
957
FWL Investment Management
Texas
$32.8K +$871 +8 +3%
OC
958
Oakworth Capital
Alabama
$30.8K +$7.41K +68 +32%
MA
959
Montag & Associates
Georgia
$30K
GGI
960
Godsey & Gibb Inc
Virginia
$29.5K
FF
961
Friedenthal Financial
New Jersey
$29.4K -$4.07M -37,333 -99%
CT
962
Cambridge Trust
Massachusetts
$29.4K
PCFFS
963
Pacific Center for Financial Services
California
$28.9K
MSFP
964
Mark Sheptoff Financial Planning
Connecticut
$28.6K
MPWT
965
MassMutual Private Wealth & Trust
Connecticut
$26.9K -$6.97K -64 -21%
TCM
966
TD Capital Management
Tennessee
$26.1K
CAM
967
Creekmur Asset Management
Illinois
$25.9K +$25.9K +238 New
HWP
968
Highline Wealth Partners
California
$25.6K +$25.6K +235 New
QC
969
Quent Capital
New York
$25.5K -$266K -2,442 -91%
NRC
970
New Republic Capital
North Carolina
$24.7K -$266K -2,435 -92%
TIM
971
Thompson Investment Management
Wisconsin
$24.5K +$12K +110 +96%
MTC
972
Matrix Trust Company
Colorado
$24K
GFPC
973
Global Financial Private Client
Florida
$23.9K -$56K -521 -70%
MG
974
Mather Group
Illinois
$23.8K +$23.8K +215 New
AIM
975
Anchor Investment Management
South Carolina
$23.5K