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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 %
CHC
801
City Holding Co
West Virginia
$264K -$28.2K -250 -10%
RFO
802
RiverGlades Family Offices
Florida
$263K
DBIA
803
Dumont & Blake Investment Advisors
New Jersey
$261K -$261K -2,310 -50%
RSC
804
Red Spruce Capital
Pennsylvania
$258K
CFB
805
Cullen/Frost Bankers
Texas
$258K +$8.7K +77 +3%
RSWM
806
Robertson Stephens Wealth Management
California
$258K +$258K +2,282 New
BEI
807
Benjamin Edwards Inc
Missouri
$258K +$101K +897 +65%
NP
808
Nilsine Partners
Colorado
$257K
COCM
809
Charter Oak Capital Management
New Hampshire
$256K +$256K +2,264 New
TYCC
810
Texas Yale Capital Corp
Florida
$249K
CD
811
Chapin Davis
Maryland
$248K +$226 +2 +0.1%
HIA
812
Harbor Investment Advisory
Maryland
$246K
FFO
813
Fiduciary Family Office
Florida
$244K -$36.8K -326 -13%
TSW
814
Thompson Siegel & Walmsley
Virginia
$243K -$8.7K -77 -3%
WPW
815
Watershed Private Wealth
Illinois
$243K -$206K -1,822 -46%
WCP
816
Wick Capital Partners
Pennsylvania
$240K -$14.7K -130 -6%
PI
817
PFG Investments
New York
$240K -$2.15K -19 -0.9%
UAG
818
United Advisor Group
Ohio
$240K +$240K +2,121 New
CAP
819
Columbia Advisory Partners
Washington
$238K +$238K +2,103 New
CWP
820
Concord Wealth Partners
Virginia
$237K -$23.3K -206 -9%
VA
821
Vident Advisory
Georgia
$237K
MFA
822
Mayflower Financial Advisors
Massachusetts
$236K -$20.3K -180 -8%
TSMHT
823
Thurston Springer Miller Herd & Titak
Indiana
$233K +$124K +1,101 +115%
LAM
824
LifePro Asset Management
California
$232K +$232K +2,057 New
WI
825
Wedgewood Investors
Pennsylvania
$231K