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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 %
SVCP
976
Silicon Valley Capital Partners
California
$23.4K +$109 +1 +0.5%
PAI
977
Pittenger & Anderson Inc
Nebraska
$22.9K
CSWM
978
Cassady Schiller Wealth Management
Ohio
$22.5K +$762 +7 +4%
BWL
979
Bogart Wealth LLC
Virginia
$22.1K
PMAM
980
Picton Mahoney Asset Management
Ontario, Canada
$22K -$569K -5,170 -96%
CNBTD
981
Citizens National Bank Trust Department
Mississippi
$21.8K -$9.37K -86 -30%
TSWM
982
Tyler-Stone Wealth Management
Ohio
$21.8K
EWM
983
EPG Wealth Management
Georgia
$21.5K -$2.94K -27 -12%
DF
984
DecisionPoint Financial
Arizona
$21K +$21K +200 New
BSB
985
Bangor Savings Bank
Maine
$21K
WWM
986
Wolff Wiese Magana
California
$20K
SSG
987
Summit Securities Group
New York
$19K +$19K +170 New
FWP
988
FAS Wealth Partners
Kansas
$18.4K -$6.55K -60 -26%
PK
989
Pflug Koory
Nebraska
$17.9K
SA
990
SRH Advisors
Kansas
$17.4K
OA
991
Operose Advisors
Wisconsin
$17.4K +$17.4K +160 New
TCG
992
Transcendent Capital Group
Oklahoma
$16.9K
PA
993
PSI Advisors
Florida
$16.7K +$15.6K +143 +1,430%
MGW
994
MB Generational Wealth
Washington
$16.3K +$16.3K +18,811 New
FMTCOCP
995
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
BA
996
Ballast Advisors
Minnesota
$14.6K
WIA
997
Wetzel Investment Advisors
Indiana
$14.2K
EBA
998
Eagle Bay Advisors
New York
$14.1K +$14.1K +129 New
CWM
999
CarsonAllaria Wealth Management
Illinois
$13.8K +$109 +1 +0.8%
NFSG
1000
Newbridge Financial Services Group
Florida
$13.7K -$1.74K -16 -11%