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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 %
SAM
551
Strategy Asset Managers
California
$981K -$20.1K -188 -2%
B
552
Bellecapital
Switzerland
$980K
CFP
553
Cypress Financial Planning
New Jersey
$972K +$18.3K +171 +2%
WANY
554
Wealthspire Advisors (New York)
New York
$966K +$403K +3,772 +72%
GAM
555
Gould Asset Management
California
$955K +$955K +8,935 New
FFN
556
Focus Financial Network
Minnesota
$952K -$34.7K -325 -4%
CFA
557
Camarda Financial Advisors
Florida
$948K +$65.9K +617 +7%
WA
558
Waverly Advisors
Alabama
$945K +$415K +3,884 +78%
PTC
559
Private Trust Company
Ohio
$938K -$114K -1,069 -11%
MBT
560
Montecito Bank & Trust
California
$932K -$147K -1,378 -14%
EGM
561
Engineers Gate Manager
New York
$914K +$914K +8,554 New
CIAS
562
CBIZ Investment Advisory Services
Ohio
$913K +$913K +8,544 New
PA
563
PFG Advisors
Arizona
$910K -$913K -8,547 -50%
FL
564
FreeGulliver LLC
Louisiana
$904K +$904K +8,460 New
APWM
565
Argonautica Private Wealth Management
Massachusetts
$903K -$5.02K -47 -0.6%
N
566
Natixis
France
$902K -$1.46M -13,671 -62%
CLOS
567
Compagnie Lombard Odier SCmA
Switzerland
$895K +$895K +8,380 New
DAS
568
Dynamic Advisor Solutions
Arizona
$893K -$308K -2,885 -26%
AIA
569
AssuredPartners Investment Advisors
Florida
$888K +$888K +8,313 New
LPP
570
Life Planning Partners
Florida
$879K +$58.8K +550 +7%
ECG
571
EPIQ Capital Group
California
$877K +$12.4K +116 +1%
DJYG
572
David J. Yvars Group
Florida
$877K +$15.5K +145 +2%
Federated Hermes
573
Federated Hermes
Pennsylvania
$868K +$121K +1,128 +16%
TWP
574
Tempus Wealth Planning
California
$864K +$82.8K +775 +11%
SB
575
Strategic Blueprint
Georgia
$862K +$85.2K +797 +11%