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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 %
RSWM
1101
Robertson Stephens Wealth Management
California
-$936K -8,460 Closed
RFP
1102
RCS Financial Planning
Maryland
-$863K -7,799 Closed
WIA
1103
World Investment Advisors
California
-$856K -7,733 Closed
TLFA
1104
True Link Financial Advisors
California
-$830K -7,500 Closed
SG
1105
StoneX Group
New York
-$828K -7,479 Closed
DWA
1106
Dorsey Wright & Associates
California
-$754K -6,815 Closed
CAP
1107
Columbia Advisory Partners
Washington
-$682K -6,159 Closed
AP
1108
Aspect Partners
Virginia
-$660K -5,963 Closed
TIA
1109
Traphagen Investment Advisors
New Jersey
-$649K -5,865 Closed
AFAS
1110
Acorn Financial Advisory Services
Virginia
-$594K -5,457 Closed
BWA
1111
BCU Wealth Advisors
Illinois
-$545K -4,929 Closed
MWS
1112
Maxwell Wealth Strategies
California
-$537K -4,856 Closed
BFG
1113
Buttonwood Financial Group
Missouri
-$532K -4,804 Closed
PFA
1114
Pettinga Financial Advisors
Indiana
-$517K -4,675 Closed
MSAGDF
1115
Moneda SA Administradora General de Fondos
Chile
-$512K -4,627 Closed
QWM
1116
Quadcap Wealth Management
Texas
-$508K -4,593 Closed
FW
1117
FirstPurpose Wealth
Utah
-$497K -4,491 Closed
PWCM
1118
Processus Wealth & Capital Management
Tennessee
-$495K -4,477 Closed
TPWA
1119
Twin Peaks Wealth Advisors
California
-$489K -4,423 Closed
WAM
1120
Worth Asset Management
Texas
-$463K -4,188 Closed
KWM
1121
Keebeck Wealth Management
Illinois
-$445K -4,025 Closed
PF
1122
Phoenix Financial
Israel
-$440K -3,976 Closed
PCS
1123
Personal CFO Solutions
New Jersey
-$427K -3,858 Closed
CAM
1124
Concorde Asset Management
Michigan
-$415K -3,754 Closed
GCM
1125
Graham Capital Management
Connecticut
-$398K -3,600 Closed