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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 %
AP
901
Aspect Partners
Virginia
$65.4K +$65.4K +579 New
USB
902
Union Savings Bank
Connecticut
$64.3K -$1.24K -11 -2%
SNB
903
Security National Bank
Nebraska
$63.3K
NG
904
NWK Group
California
$63K +$452 +4 +0.7%
EWA
905
EverSource Wealth Advisors
Alabama
$61.6K +$6.55K +58 +12%
JWA
906
JFS Wealth Advisors
Pennsylvania
$61.2K
SIC
907
Salem Investment Counselors
North Carolina
$60.2K -$20.9K -185 -26%
CA
908
Centerpoint Advisors
Massachusetts
$60K
MFC
909
Mechanics Financial Corp
Ohio
$60K
AWM
910
Activest Wealth Management
Florida
$59.5K
WPA
911
West Paces Advisors
Georgia
$56.5K
TH
912
TCTC Holdings
Texas
$56.5K
FFWM
913
Future Financial Wealth Management
Ohio
$54.9K +$54.9K +486 New
TAM
914
Townsend Asset Management
North Carolina
$54.8K -$21.6K -191 -28%
MG
915
Mather Group
Illinois
$53.7K -$59.2K -524 -52%
JIP
916
Jaffetilchin Investment Partners
Florida
$53.4K +$53.4K +472 New
NCM
917
Northwest Capital Management
Oregon
$53.1K
QC
918
Quent Capital
New York
$52.6K +$46.8K +414 +812%
TCOV
919
Trust Company of Vermont
Vermont
$50.8K
1IA
920
1620 Investment Advisors
Massachusetts
$48.2K
T
921
Tidemark
California
$47.6K
MWM
922
Mascoma Wealth Management
New Hampshire
$47.5K +$47.5K +420 New
AWM
923
Atticus Wealth Management
Florida
$47.3K +$565 +5 +1%
CTC
924
Central Trust Company
Missouri
$46.3K -$30.2K -267 -39%
SSB
925
Sandy Spring Bank
Maryland
$45.1K -$46.5K -412 -51%