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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 %
MRCM
1026
M&R Capital Management
New Jersey
$4.36K
RWPA
1027
Richard W. Paul & Associates
Michigan
$4.25K
PAIM
1028
Punch & Associates Investment Management
Minnesota
$3.92K +$1.2K +11 +44%
WIC
1029
Woodmont Investment Counsel
Tennessee
$3.81K +$3.81K +35 New
HFS
1030
Hantz Financial Services
Michigan
$3K +$3K +25 New
AWA
1031
Alaska Wealth Advisors
Alaska
$2.94K
OHWP
1032
Oak Harbor Wealth Partners
North Carolina
$2.51K
WPWM
1033
Western Pacific Wealth Management
Illinois
$2.4K +$2.4K +22 New
FUBT
1034
First United Bank & Trust
Maryland
$2.18K
VF
1035
VitalStone Financial
Texas
$2K -$1.46K -16 -42%
POIA
1036
Pin Oak Investment Advisors
Texas
$2K
SC
1037
SouthState Corp
Florida
$1.85K +$1.85K +17 New
MWM
1038
MGB Wealth Management
Texas
$1.82K
CIM
1039
Contravisory Investment Management
Massachusetts
$1.74K
FPFS
1040
First Personal Financial Services
North Carolina
$1.63K -$54.8K -503 -97%
AGWCA
1041
Annis Gardner Whiting Capital Advisors
Florida
$1.63K
DJSG
1042
D.J. St. Germain
Massachusetts
$1.63K +$1.63K +15 New
CPA
1043
Clear Point Advisors
New York
$1.49K
ACA
1044
American Capital Advisory
Idaho
$1.32K +$1.32K +12 New
TC
1045
Truvestments Capital
Florida
$1.2K -$6.97K -64 -85%
VNA
1046
Valley National Advisers
Pennsylvania
$1K
FPF
1047
First Pacific Financial
Washington
$981 -$654 -6 -40%
VWM
1048
Valley Wealth Managers
New Jersey
$654 -$3.71K -34 -85%
MAWCM
1049
Mine & Arao Wealth Creation & Management
California
$654
GWANC
1050
Guardian Wealth Advisors (North Carolina)
North Carolina
$501