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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 %
Brown Advisory
801
Brown Advisory
Maryland
$273K +$273K +2,558 New
FFA
802
Fragasso Financial Advisors
Pennsylvania
$271K +$52.4K +490 +24%
NP
803
Nilsine Partners
Colorado
$270K +$26.7K +250 +11%
EWM
804
Evercore Wealth Management
New York
$269K
TWA
805
Talisman Wealth Advisors
New Jersey
$269K
DCM
806
Dimension Capital Management
Florida
$269K
JC
807
Jentner Corp
Ohio
$267K
PC
808
Permanens Capital
New York
$266K +$266K +2,490 New
CFG
809
Certior Financial Group
Pennsylvania
$266K +$266K +2,487 New
SCP
810
Sandhill Capital Partners
New York
$265K +$2.35K +22 +0.9%
FHA
811
First Horizon Advisors
Tennessee
$264K -$40.4K -378 -13%
WAM
812
Walker Asset Management
Missouri
$263K +$2.89K +27 +1%
WQ
813
Wealth Quarterback
New Jersey
$262K -$32.5K -304 -11%
HGWM
814
Horst & Graben Wealth Management
Oregon
$261K -$58.1K -544 -18%
FDCDDQ
815
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K +$107 +1 +0%
CWP
816
Cyndeo Wealth Partners
Florida
$258K +$107 +1 +0%
NW
817
Naviter Wealth
Arkansas
$258K
GJIA
818
Glass Jacobson Investment Advisors
Maryland
$258K +$165K +1,542 +177%
Invesco
819
Invesco
Georgia
$257K -$1.07M -10,009 -81%
WE
820
Wealth Effects
Massachusetts
$257K +$6.09K +57 +2%
AF
821
Apexium Financial
Texas
$252K -$51.1K -478 -17%
TM
822
TigerOak Management
New Mexico
$249K +$249K +2,330 New
CD
823
Chapin Davis
Maryland
$248K
SWM
824
Spire Wealth Management
Virginia
$248K +$106K +988 +74%
DBIA
825
Dumont & Blake Investment Advisors
New Jersey
$247K