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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 %
IWP
201
Insight Wealth Partners
Texas
$10.1M +$791K +7,264 +8%
MWM
202
MTC Wealth Management
Florida
$10.1M -$412K -3,782 -4%
TCM
203
Towercrest Capital Management
Pennsylvania
$10.1M +$163K +1,492 +2%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$9.96M -$110K -1,012 -1%
CW
205
CreativeOne Wealth
Kansas
$9.94M +$1.21M +11,144 +14%
SWP
206
Stratos Wealth Partners
Ohio
$9.9M +$575K +5,280 +6%
AAS
207
Avantax Advisory Services
Texas
$9.83M -$6.67M -61,254 -40%
FIM
208
Freedom Investment Management
Connecticut
$9.71M -$2.19M -20,134 -18%
PAG
209
Private Advisor Group
New Jersey
$9.58M -$237K -2,173 -2%
LWM
210
Lakeridge Wealth Management
Ohio
$9.5M +$570K +5,234 +6%
TCM
211
Twele Capital Management
Minnesota
$9.48M +$418K +3,842 +5%
IPW
212
Invictus Private Wealth
Colorado
$9.44M -$1.23M -11,259 -11%
Comerica Bank
213
Comerica Bank
Texas
$9.37M -$1.03M -9,491 -10%
CCMG
214
Clark Capital Management Group
Pennsylvania
$9.35M -$1.92M -17,606 -17%
SF
215
Synovus Financial
Georgia
$9.35M +$1.11M +10,229 +14%
SLF
216
Sun Life Financial
Ontario, Canada
$9.34M +$9.34M +86,000 New
Parallax Volatility Advisers
217
Parallax Volatility Advisers
California
$9.22M +$5.33M +48,928 +137%
SFG
218
SevenBridge Financial Group
Pennsylvania
$9M -$197K -1,851 -2%
1832 Asset Management
219
1832 Asset Management
Ontario, Canada
$8.97M -$139M -1,271,596 -94%
GCM
220
Genus Capital Management
British Columbia, Canada
$8.96M +$8.96M +82,225 New
PPFA
221
Provida Pension Fund Administrator
Chile
$8.91M
Corient Private Wealth
222
Corient Private Wealth
Florida
$8.9M -$732K -6,725 -8%
Citadel Advisors
223
Citadel Advisors
Florida
$8.7M -$118M -1,087,749 -93%
EIP
224
Easterly Investment Partners
Massachusetts
$8.57M +$544K +4,999 +7%
SI
225
Stephens Inc
Arkansas
$8.53M +$261K +2,400 +3%