LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,001 hedge funds and large institutions have $26.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 350 increasing their positions, 413 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-47
Holders Change %
-4.48%
% of All Funds
14.56%
Holding in Top 10
70
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-16.67%
% of All Funds
1.02%
New
92
Increased
350
Reduced
413
Closed
130
Calls
$3.99B
Puts
$4.03B
Net Calls
-$44.2M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$7.59M -$38.6K -356 -0.5%
DCM
227
Donaldson Capital Management
Indiana
$7.55M -$15.4K -144 -0.2%
Goldman Sachs
228
Goldman Sachs
New York
$7.54M -$28.8M -269,106 -79%
HWA
229
Heartwood Wealth Advisors
Virginia
$7.49M +$128K +1,199 +2%
PWM
230
Perigon Wealth Management
California
$7.45M +$736K +6,869 +11%
State Street
231
State Street
Massachusetts
$7.39M +$3.31M +30,928 +81%
Bank Julius Baer & Co
232
Bank Julius Baer & Co
Switzerland
$7.36M -$967K -8,113 -12%
CPBTD
233
Central Pacific Bank - Trust Division
Hawaii
$7.34M -$127K -1,185 -2%
WA
234
WBH Advisory
Maryland
$7.34M +$1.11M +10,356 +18%
FIM
235
Freedom Investment Management
Connecticut
$7.23M -$2.32M -21,687 -24%
SIGI
236
Susquehanna International Group (Ireland)
Ireland
$7.22M -$108M -1,005,077 -94%
PFT
237
Providence First Trust
Arizona
$7.02M +$500K +4,667 +8%
EWA
238
Exencial Wealth Advisors
Oklahoma
$6.78M -$157K -1,465 -2%
IFAM
239
Institutional & Family Asset Management
Colorado
$6.77M +$285K +2,656 +4%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$6.76M -$8.03K -75 -0.1%
SF
241
Summit Financial
New Jersey
$6.71M +$6.37M +59,479 +1,868%
EAMA
242
EFG Asset Management (Americas)
Florida
$6.67M +$3.31M +30,931 +99%
Vontobel Holding
243
Vontobel Holding
Switzerland
$6.67M +$267K +2,494 +4%
FHB
244
First Hawaiian Bank
Hawaii
$6.62M -$467K -4,363 -7%
RWP
245
RWA Wealth Partners
Massachusetts
$6.52M +$455K +4,251 +8%
NL
246
NVWM LLC
Pennsylvania
$6.48M +$115K +1,070 +2%
AB
247
Aozora Bank
Japan
$6.43M
CFP
248
Curran Financial Partners
South Carolina
$6.35M +$295K +2,758 +5%
AFG
249
Atomi Financial Group
New York
$6.18M +$5M +46,631 +422%
PCA
250
Providence Capital Advisors
North Carolina
$6.17M +$133K +1,243 +2%