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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 %
SC
951
Swan Capital
Florida
$28.4K +$28.4K +251 New
BWL
952
Bogart Wealth LLC
Virginia
$28K +$5.08K +45 +22%
TCM
953
TD Capital Management
Tennessee
$27.1K
IRC
954
Investors Research Corp
Georgia
$26.9K
PCWA
955
Pacific Capital Wealth Advisors
California
$26K +$26K +230 New
BSB
956
Bangor Savings Bank
Maine
$25.4K
MTC
957
Matrix Trust Company
Colorado
$25K
SVCP
958
Silicon Valley Capital Partners
California
$24.8K +$226 +2 +0.9%
AIM
959
Anchor Investment Management
South Carolina
$24.4K
PAI
960
Pittenger & Anderson Inc
Nebraska
$23.7K
CSWM
961
Cassady Schiller Wealth Management
Ohio
$23.4K
PMAM
962
Picton Mahoney Asset Management
Ontario, Canada
$23K
CPG
963
Cornerstone Planning Group
New Jersey
$22.8K -$23.8K -217 -51%
CNBTD
964
Citizens National Bank Trust Department
Mississippi
$22.6K
EWM
965
EPG Wealth Management
Georgia
$22.3K +$22.3K +197 New
CIA
966
Cape Investment Advisory
Georgia
$22K -$4.41K -39 -17%
MWA
967
MFA Wealth Advisors
Pennsylvania
$21.2K
PA
968
PSI Advisors
Florida
$20.9K -$10.5K -93 -33%
WWM
969
Wolff Wiese Magana
California
$20.8K
DWM
970
Darwin Wealth Management
Florida
$19.5K +$19.5K +172 New
CB
971
Community Bank
New York
$19.2K -$8.47K -75 -31%
PK
972
Pflug Koory
Nebraska
$18.5K +$18.5K +164 New
OA
973
Operose Advisors
Wisconsin
$18.4K +$226 +2 +1%
SA
974
SRH Advisors
Kansas
$18.1K
KSB
975
Kennebec Savings Bank
Maine
$17.6K +$17.6K +156 New