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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 %
PAA
701
Peregrine Asset Advisers
Oregon
$466K -$56.7K -531 -11%
WSFS
702
Wilmington Savings Fund Society
Delaware
$460K
HWM
703
HB Wealth Management
Georgia
$458K -$44.6K -417 -9%
KFS
704
Kelly Financial Services
Massachusetts
$456K +$456K +4,221 New
WPC
705
White Pine Capital
Minnesota
$454K
WWM
706
Western Wealth Management
Colorado
$452K -$28.3K -265 -6%
VVP
707
Venture Visionary Partners
Ohio
$451K +$42.6K +399 +10%
PWP
708
Perfromance Wealth Partners
Illinois
$443K -$44.7K -418 -9%
TSMHT
709
Thurston Springer Miller Herd & Titak
Indiana
$435K +$215K +2,010 +97%
LMKC
710
L.M. Kohn & Company
Ohio
$433K -$213K -1,997 -33%
VWWMG
711
Vermillion & White Wealth Management Group
Pennsylvania
$431K -$72.3K -677 -14%
FAM
712
Forte Asset Management
New York
$429K -$32.3K -302 -7%
CCA
713
Carrera Capital Advisors
Michigan
$428K +$6.09K +57 +1%
VFM
714
Vision Financial Markets
Connecticut
$427K +$427K +4,000 New
CJ
715
Caitlin John
Michigan
$426K +$33.8K +316 +9%
HPM
716
Hudson Portfolio Management
New York
$424K
PS
717
Planned Solutions
California
$421K
FCI
718
Financial Counselors Inc
Kansas
$420K +$25.7K +241 +7%
CNBOF
719
City National Bank of Florida
Florida
$416K +$416K +3,898 New
LLWM
720
Life Line Wealth Management
California
$411K +$5.77K +54 +1%
GKWIM
721
Gerber Kawasaki Wealth & Investment Management
California
$410K +$5.13K +48 +1%
OIA
722
Optimum Investment Advisors
Illinois
$407K -$13.8K -129 -3%
IC
723
IEQ Capital
California
$406K +$25K +234 +7%
DWM
724
Diversify Wealth Management
Utah
$403K -$5.17K -49 -1%
FWIA
725
Fort Washington Investment Advisors
Ohio
$403K