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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,067 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 369 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+28
Holders Change %
+2.69%
% of All Funds
14.2%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.04%
New
158
Increased
369
Reduced
389
Closed
106
Calls
$3.85B
Puts
$2.8B
Net Calls
+$1.05B
Net Calls Change
+$850M
Name Holding Trade Value Shares
Change
Shares
Change %
Pathstone Holdings
451
Pathstone Holdings
New Jersey
$1.57M -$16.9K -158 -1%
CIA
452
Concurrent Investment Advisors
Florida
$1.55M -$102K -953 -6%
UB
453
UMB Bank
Missouri
$1.55M -$315K -2,953 -17%
National Bank of Canada
454
National Bank of Canada
Quebec, Canada
$1.55M +$1.55M +14,515 New
FFP
455
Freedom Financial Partners
Minnesota
$1.55M +$1.55M +14,502 New
SW
456
SteelPeak Wealth
California
$1.54M +$279K +2,610 +22%
D.E. Shaw & Co
457
D.E. Shaw & Co
New York
$1.54M -$357M -3,341,758 -100%
BAM
458
Broyhill Asset Management
North Carolina
$1.54M +$1.54M +14,422 New
CFAM
459
Center For Asset Management
Florida
$1.54M -$1.48M -13,838 -49%
CTA
460
Chesley Taft & Associates
Illinois
$1.54M +$13.4K +125 +0.9%
BCM
461
Brookstone Capital Management
Illinois
$1.52M -$155K -1,449 -9%
WFAG
462
Worth Financial Advisory Group
North Carolina
$1.51M -$24.6K -230 -2%
FWP
463
Forefront Wealth Partners
Texas
$1.5M +$1.5M +14,007 New
FC
464
Farringdon Capital
United Kingdom
$1.49M +$1.49M +13,963 New
GF
465
Gries Financial
Ohio
$1.48M +$40.4K +378 +3%
EL
466
EQ LLC
Washington
$1.47M +$1.47M +13,778 New
PMWMG
467
Parr McKnight Wealth Management Group
Minnesota
$1.47M +$1.47M +13,758 New
SG
468
StoneX Group
New York
$1.46M +$766K +7,174 +110%
GS
469
GWN Securities
Florida
$1.45M +$1.45M +13,594 New
FFA
470
Farther Finance Advisors
California
$1.45M -$185K -1,732 -11%
HIM
471
Hanlon Investment Management
New Jersey
$1.45M -$317K -2,969 -18%
FSA
472
Financial Sense Advisors
California
$1.45M -$93K -870 -6%
SS
473
Sunbelt Securities
Texas
$1.44M -$454K -4,237 -24%
OFS
474
OneAscent Financial Services
Alabama
$1.44M +$1.44M +13,520 New
UFA
475
Uptown Financial Advisors
Texas
$1.42M +$1.42M +13,328 New