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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 %
GAM
201
Gotham Asset Management
New York
$10M -$99.4K -930 -1%
IAA
202
Independent Advisor Alliance
North Carolina
$10M +$10M +93,792 New
WCM
203
Winthrop Capital Management
Indiana
$10M +$10M +93,419 New
WB
204
WesBanco Bank
West Virginia
$9.78M -$205K -1,915 -2%
NWAG
205
Net Worth Advisory Group
Utah
$9.74M -$101K -949 -1%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$9.67M +$1.78M +16,632 +23%
CFP
207
Curran Financial Partners
South Carolina
$9.6M +$2.91M +27,223 +43%
M&T Bank
208
M&T Bank
New York
$9.49M -$4.03M -37,762 -30%
MWM
209
MTC Wealth Management
Florida
$9.42M -$89.7K -840 -0.9%
FDP
210
Financiere des Professionnels
Quebec, Canada
$9.37M -$3.34M -31,300 -26%
SFG
211
SevenBridge Financial Group
Pennsylvania
$9.34M -$353K -3,293 -4%
DCM
212
Donaldson Capital Management
Indiana
$8.85M +$458K +4,289 +5%
PPFA
213
Provida Pension Fund Administrator
Chile
$8.74M
BWM
214
Bulltick Wealth Management
Florida
$8.56M +$645K +6,040 +8%
PP
215
Paloma Partners
Connecticut
$8.55M +$8.34M +78,100 +4,111%
PRS
216
Pinkerton Retirement Specialists
Idaho
$8.53M -$10.5K -98 -0.1%
NMFM
217
National Mutual Funds Management
Australia
$8.49M
EIP
218
Easterly Investment Partners
Massachusetts
$8.41M
AAS
219
Avantax Advisory Services
Texas
$8.34M -$309K -2,893 -4%
Mariner
220
Mariner
Kansas
$8.33M -$395K -3,697 -5%
PAG
221
Private Advisor Group
New Jersey
$8.32M -$7.91K -74 -0.1%
IPW
222
Invictus Private Wealth
Colorado
$8.26M -$872K -8,166 -10%
Corient Private Wealth
223
Corient Private Wealth
Florida
$8.18M -$700K -6,553 -8%
SI
224
Stephens Inc
Arkansas
$8.18M +$44.2K +414 +0.5%
AI
225
Axos Invest
Nevada
$8.15M +$23.2K +217 +0.3%