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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 %
TCA
626
Transcend Capital Advisors
New Jersey
$655K -$19.4K -172 -3%
TWCA
627
Two West Capital Advisors
Kansas
$652K -$78.8K -697 -11%
LWM
628
Liberty Wealth Management
California
$652K -$2.47M -21,829 -79%
CAM
629
Cresset Asset Management
Illinois
$651K +$318K +2,815 +95%
SVWG
630
Shared Vision Wealth Group
United States
$650K -$8.59K -76 -1%
KC
631
Kepos Capital
New York
$644K +$181K +1,600 +39%
GIA
632
Gladstone Institutional Advisory
Florida
$642K -$5.31K -47 -0.8%
4WM
633
4J Wealth Management
Virginia
$639K +$639K +5,653 New
APP
634
Avantax Planning Partners
Iowa
$638K -$2.49K -22 -0.4%
FWM
635
Fonville Wealth Management
Virginia
$628K +$791 +7 +0.1%
CWG
636
Cornerstone Wealth Group
North Carolina
$626K -$157K -1,393 -20%
RA
637
Rockingstone Advisors
Massachusetts
$622K -$10.2K -90 -2%
CFD
638
Creative Financial Designs
Indiana
$622K +$11.1K +98 +2%
DWP
639
Daymark Wealth Partners
Ohio
$621K -$47K -416 -7%
FPCP
640
Fort Point Capital Partners
California
$619K -$26.1K -231 -4%
SC
641
Sierra Capital
Florida
$616K
SC
642
Summa Corp
Texas
$616K
CHA
643
Carmichael Hill & Associates
Maryland
$613K +$2.83K +25 +0.5%
BAM
644
Belpointe Asset Management
Nevada
$607K +$102K +900 +20%
SG
645
Sharper & Granite
California
$601K -$97.2K -860 -14%
PPP
646
Private Portfolio Partners
New Jersey
$601K +$601K +5,320 New
AA
647
Alesco Advisors
New York
$599K
SAM
648
Sawgrass Asset Management
Florida
$597K +$255K +2,256 +74%
WANY
649
Wealthspire Advisors (New York)
New York
$596K +$18.8K +166 +3%
CFG
650
Cosner Financial Group
Colorado
$593K