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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 %
Kayne Anderson Rudnick Investment Management
876
Kayne Anderson Rudnick Investment Management
California
$199K -$9.62K -90 -5%
CAS
877
Coppell Advisory Solutions
Texas
$198K +$62K +579 +46%
CA
878
Continuum Advisory
Idaho
$196K -$12.2K -114 -6%
RIL
879
Rothschild Investment LLC
Illinois
$194K -$107K -1,000 -35%
AAM
880
Advisors Asset Management
Colorado
$194K -$110K -1,030 -36%
CPA
881
Cardiff Park Advisors
California
$192K +$427 +4 +0.2%
RFS
882
Richardson Financial Services
Massachusetts
$182K -$25.7K -240 -12%
BONH
883
Bank of New Hampshire
New Hampshire
$177K
PB
884
Pinnacle Bancorp
Nebraska
$173K +$83.9K +785 +94%
HCP
885
Hexagon Capital Partners
Arkansas
$171K -$29.2K -273 -15%
BA
886
Bellwether Advisors
Nebraska
$162K +$162K +1,512 New
CWM
887
Consultiva Wealth Management
Puerto Rico
$159K +$159K +1,488 New
AWM
888
Ameliora Wealth Management
Switzerland
$158K +$158K +1,475 New
BTI
889
Blue Trust Inc
Georgia
$156K +$41.7K +390 +36%
LDB
890
Lee, Danner & Bass
Tennessee
$152K +$152K +1,425 New
TPCM
891
Templeton & Phillips Capital Management
Tennessee
$151K
NB
892
NBT Bank
New York
$149K -$305K -2,855 -67%
JHCP
893
Jackson Hole Capital Partners
Oklahoma
$137K
NP
894
NorthRock Partners
Minnesota
$136K -$79.8K -747 -37%
BCWM
895
Bartlett & Co Wealth Management
Ohio
$131K -$26.4K -247 -17%
ATC
896
Adirondack Trust Company
New York
$122K +$45.3K +424 +59%
WT
897
Whittier Trust
California
$120K
TFGT
898
TS Financial Group (TSFG)
Illinois
$119K +$107 +1 +0.1%
JWA
899
JFS Wealth Advisors
Pennsylvania
$116K +$58K +543 +100%
MMCM
900
Murphy & Mullick Capital Management
New York
$114K +$114K +1,066 New