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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 %
CCAL
726
City Center Advisors LLC
Michigan
$403K +$13.9K +130 +4%
PFM
727
Peak Financial Management
Massachusetts
$399K +$6.84K +64 +2%
USCWA
728
U.S. Capital Wealth Advisors
Texas
$399K +$72K +674 +22%
ICM
729
IMS Capital Management
Oregon
$399K
EB
730
Exchange Bank
California
$398K
TCA
731
Transcend Capital Advisors
New Jersey
$396K -$223K -2,089 -36%
CSA
732
Cottage Street Advisors
Massachusetts
$394K +$17.5K +164 +5%
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K +$286K +2,660 +266%
AIM
734
Advyzon Investment Management
Illinois
$392K +$392K +3,672 New
KA
735
Kovack Advisors
Florida
$392K +$23.1K +216 +6%
CT
736
Colonial Trust
South Carolina
$391K +$205K +1,915 +110%
CCM
737
Coldstream Capital Management
Washington
$388K
FCM
738
Fortis Capital Management
Washington
$387K +$45.7K +428 +13%
QC
739
Quadrature Capital
United Kingdom
$383K +$383K +3,585 New
NAM
740
NTV Asset Management
West Virginia
$380K -$53.4K -500 -12%
AAS
741
Ameritas Advisory Services
Nebraska
$379K +$105K +986 +39%
CWA
742
Canvas Wealth Advisors
Kansas
$377K -$19.6K -183 -5%
HTC
743
Haverford Trust Company
Pennsylvania
$374K +$5.45K +51 +1%
RB
744
Renasant Bank
Mississippi
$373K -$522K -4,889 -58%
MWA
745
Moser Wealth Advisors
Washington
$373K -$50.7K -475 -12%
PFM
746
Phillips Financial Management
Indiana
$368K -$9.72K -91 -3%
RFA
747
Resurgent Financial Advisors
Georgia
$365K -$107 -1 -0%
FT
748
Fiduciary Trust
Massachusetts
$364K +$62.2K +582 +21%
MA
749
Mezzasalma Advisors
New Jersey
$362K +$362K +3,386 New
WC
750
Waterloo Capital
Texas
$362K -$981K -9,181 -73%