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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 %
Millennium Management
176
Millennium Management
New York
$11.1M -$22.3M -207,743 -67%
BCC
177
Bain Capital Credit
Massachusetts
$10.7M
LA
178
Lifeworks Advisors
Michigan
$10.6M +$393K +3,673 +4%
TCM
179
Towercrest Capital Management
Pennsylvania
$10.5M +$647K +6,043 +7%
SWA
180
Stratos Wealth Advisors
Ohio
$10.4M +$3.88M +36,229 +59%
CA
181
Clearstead Advisors
Ohio
$10.4M +$10.2M +95,656 +7,879%
SEI Investments
182
SEI Investments
Pennsylvania
$10.4M -$5.09M -47,561 -33%
AWMT
183
AAFMAA Wealth Management & Trust
North Carolina
$10.3M +$280K +2,611 +3%
SMI
184
Shelter Mutual Insurance
Missouri
$10.2M
HCM
185
HMS Capital Management
Tennessee
$10.1M +$60.5K +565 +0.6%
GAM
186
Gotham Asset Management
New York
$10.1M
TDWM
187
Topel & Distasi Wealth Management
California
$10M +$77.3K +722 +0.8%
LWM
188
Lakeridge Wealth Management
Ohio
$9.92M +$575K +5,364 +6%
IWP
189
Insight Wealth Partners
Texas
$9.91M -$29.2K -273 -0.3%
DILH
190
Dai-ichi Life Holdings
Japan
$9.77M +$2.7M +25,000 +38%
SWP
191
Stratos Wealth Partners
Ohio
$9.73M -$5.36K -50 -0.1%
Mariner
192
Mariner
Kansas
$9.56M -$74.7M -697,443 -89%
Comerica Bank
193
Comerica Bank
Texas
$9.55M +$340K +3,175 +4%
MWM
194
MTC Wealth Management
Florida
$9.5M -$395K -3,692 -4%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$9.48M -$318K -2,970 -3%
TCM
196
Twele Capital Management
Minnesota
$9.32M
SFG
197
SevenBridge Financial Group
Pennsylvania
$9.2M -$74.9K -683 -0.8%
IPW
198
Invictus Private Wealth
Colorado
$9.16M -$122K -1,143 -1%
SF
199
Synovus Financial
Georgia
$8.97M -$215K -2,010 -2%
Corient Private Wealth
200
Corient Private Wealth
Florida
$8.95M +$199K +1,855 +2%