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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 %
WAS
576
Wealth Advisory Solutions
Indiana
$841K +$143K +1,269 +21%
MPPLM
577
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$830K +$15K +133 +2%
EAM
578
Everstar Asset Management
North Carolina
$826K +$826K +7,315 New
TWP
579
Tempus Wealth Planning
California
$826K +$23.4K +207 +3%
SB
580
Strategic Blueprint
Georgia
$822K -$20.6K -182 -2%
MSFS
581
Main Street Financial Solutions
Pennsylvania
$819K -$45.4K -402 -5%
TAM
582
Titleist Asset Management
Texas
$817K -$8.47K -75 -1%
CAG
583
Crestwood Advisors Group
Massachusetts
$815K +$63.3K +560 +8%
PSCM
584
Per Stirling Capital Management
Texas
$814K +$236K +2,086 +41%
PFS
585
Prospera Financial Services
Texas
$814K -$347K -3,066 -30%
TPA
586
Trivium Point Advisory
Connecticut
$807K -$8.98K -83 -1%
CC
587
Copperleaf Capital
North Carolina
$795K -$29.7K -263 -4%
CPP
588
Capasso Planning Partners
South Carolina
$792K +$792K +7,006 New
Federated Hermes
589
Federated Hermes
Pennsylvania
$791K
CSB
590
City State Bank
Iowa
$781K
FPAS
591
Focus Partners Advisor Solutions
Missouri
$780K +$144K +1,272 +23%
KWA
592
Kingswood Wealth Advisors
California
$776K +$175K +1,543 +29%
AFG
593
Argent Financial Group
Louisiana
$774K +$774K +6,853 New
GS
594
GTS Securities
New York
$773K +$281K +2,485 +57%
SAI
595
Savvy Advisors Inc
New York
$761K +$195K +1,728 +34%
FCA
596
FinTrust Capital Advisors
South Carolina
$761K -$42.5K -376 -5%
Sumitomo Mitsui Trust Group
597
Sumitomo Mitsui Trust Group
Japan
$760K -$1.09M -9,670 -59%
IPW
598
Intergy Private Wealth
Colorado
$759K +$81.3K +720 +12%
NCFG
599
New Century Financial Group
New Jersey
$759K +$14K +124 +2%
MLM
600
Mount Lucas Management
Pennsylvania
$755K +$19.1K +169 +3%