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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 %
FDCP
1001
Foster Dykema Cabot & Partners
Massachusetts
$7.8K
SWC
1002
Spectrum Wealth Counsel
Indiana
$7.57K -$15K -133 -67%
BIM
1003
Breakwater Investment Management
Washington
$7.46K
BTC
1004
Bank & Trust Company
Illinois
$7.34K
DFA
1005
DHJJ Financial Advisors
Illinois
$6.78K -$6.89K -61 -50%
FWP
1006
FAS Wealth Partners
Kansas
$5.89K -$13.5K -119 -70%
HMS
1007
Hanseatic Management Services
New Mexico
$5.88K
PMFA
1008
Plante Moran Financial Advisors
Michigan
$5.31K
SFC
1009
SYM Financial Corp
Indiana
$5.08K
WT
1010
Washington Trust
Rhode Island
$4.75K
MFA
1011
Morling Financial Advisors
California
$4.75K +$4.75K +42 New
PFG
1012
Peterson Financial Group
Iowa
$4.68K +$4.68K +41 New
RWPA
1013
Richard W. Paul & Associates
Michigan
$4.41K
IAIM
1014
International Assets Investment Management
Florida
$4.25K +$4.21K +475,761 +10,828%
PAIM
1015
Punch & Associates Investment Management
Minnesota
$4.18K
MRCM
1016
M&R Capital Management
New Jersey
$3.95K
APW
1017
Atlantic Private Wealth
North Carolina
$3.86K +$3.86K +34 New
TAM
1018
Tucker Asset Management
Colorado
$3.39K
ATS
1019
Ashton Thomas Securities
New York
$3.05K -$5.76K -51 -65%
AWA
1020
Alaska Wealth Advisors
Alaska
$3.05K
SIS
1021
Strategic Investment Solutions
Illinois
$2.72K +$339 +3 +14%
OHWP
1022
Oak Harbor Wealth Partners
North Carolina
$2.6K -$22.6K -200 -90%
BL
1023
Balentine LLC
Georgia
$2.6K +$2.6K +23 New
VF
1024
VitalStone Financial
Texas
$2.49K
FUBT
1025
First United Bank & Trust
Maryland
$2.26K