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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,039 hedge funds and large institutions have $28B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 413 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+38
Holders Change %
+3.8%
% of All Funds
15.03%
Holding in Top 10
80
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
118
Increased
413
Reduced
355
Closed
68
Calls
$4.29B
Puts
$4.09B
Net Calls
+$198M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
226
Donaldson Capital Management
Indiana
$8.88M +$913K +8,085 +11%
PWM
227
Perigon Wealth Management
California
$8.85M +$986K +8,728 +13%
PAG
228
Private Advisor Group
New Jersey
$8.8M -$579K -5,124 -6%
AllianceBernstein
229
AllianceBernstein
Tennessee
$8.79M +$62.9K +557 +0.7%
TC
230
TownSquare Capital
Utah
$8.74M +$6.12M +54,189 +233%
DILH
231
Dai-ichi Life Holdings
Japan
$8.63M -$1.63M -14,423 -16%
SI
232
Stephens Inc
Arkansas
$8.6M -$269K -2,378 -3%
AI
233
Axos Invest
Nevada
$8.59M +$8.59M +76,069 New
BHB
234
Bank Hapoalim BM
Israel
$8.57M -$11.6M
1832 Asset Management
235
1832 Asset Management
Ontario, Canada
$8.48M -$555K -4,913 -6%
AC
236
Allstate Corporation
Illinois
$8.47M -$13.5M -119,105 -61%
BWM
237
Bulltick Wealth Management
Florida
$8.37M -$266K -2,353 -3%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$8.34M +$232K +2,054 +3%
WA
239
WBH Advisory
Maryland
$8.3M +$563K +4,984 +7%
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
$8.29M +$35.4K +313 +0.4%
ACM
241
Anfield Capital Management
California
$8.18M +$8.14M +72,018 +19,950%
AFWM
242
AMJ Financial Wealth Management
Virginia
$8.14M +$8.14M +72,017 New
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$7.98M +$1.97M +17,437 +33%
HWA
244
Heartwood Wealth Advisors
Virginia
$7.98M +$83.4K +738 +1%
WF
245
Welch & Forbes
Massachusetts
$7.85M -$321K -2,840 -4%
VAG
246
VisionPoint Advisory Group
Texas
$7.77M +$2.76M +24,410 +55%
MA
247
Mutual Advisors
Nebraska
$7.67M -$582K -5,312 -7%
CPBTD
248
Central Pacific Bank - Trust Division
Hawaii
$7.61M -$133K -1,175 -2%
CA
249
Clearstead Advisors
Ohio
$7.44M -$3.5M -30,980 -32%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$7.42M -$1.85M -16,341 -20%