LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

723 hedge funds and large institutions have $25.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 237 increasing their positions, 311 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
16.57%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
1.54%
New
60
Increased
237
Reduced
311
Closed
70
Calls
$311M
Puts
$420M
Net Calls
-$109M
Net Calls Change
+$510M
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
251
Country Club Trust
Missouri
$2.62M -$49.3K -430 -2%
KWMG
252
King Wealth Management Group
Florida
$2.6M +$138K +1,203 +6%
SWM
253
SeaCrest Wealth Management
New York
$2.59M -$39.6K -346 -2%
SXL
254
Summit X LLC
Missouri
$2.55M +$302K +2,639 +13%
WPC
255
White Pine Capital
Minnesota
$2.52M -$360K -3,145 -12%
SFFS
256
Stonehage Fleming Financial Services
Jersey
$2.51M +$53.8K +470 +2%
IWP
257
Icon Wealth Partners
Texas
$2.5M +$762K +6,646 +44%
PA
258
PFG Advisors
Arizona
$2.48M +$292K +2,550 +13%
CAN
259
Cetera Advisor Networks
California
$2.47M +$208K +1,817 +9%
Mariner
260
Mariner
Kansas
$2.46M +$148K +1,296 +6%
CCM
261
Context Capital Management
California
$2.41M +$802K +7,000 +50%
ACP
262
Ashfield Capital Partners
California
$2.36M -$13.1K -114 -0.6%
APA
263
American Portfolios Advisors
New York
$2.35M -$142K -1,239 -6%
GLA
264
Good Life Advisors
Pennsylvania
$2.33M -$132K -1,149 -5%
PAG
265
Pinnacle Advisory Group
Maryland
$2.33M +$61.2K +534 +3%
FAM
266
Flaharty Asset Management
Florida
$2.31M +$1.72M +14,984 +292%
VWM
267
Venturi Wealth Management
Texas
$2.28M +$864K +7,504 +61%
SFS
268
Sowell Financial Services
Arkansas
$2.23M +$1.24M +10,758 +125%
BL
269
BCWM LLC
Kansas
$2.21M +$248K +2,163 +13%
FHA
270
Flagship Harbor Advisors
Massachusetts
$2.2M +$1.06M +9,216 +92%
DADC
271
D.A. Davidson & Co
Montana
$2.19M +$720K +6,285 +49%
IA
272
Icon Advisers
Colorado
$2.18M +$2.18M +19,000 New
WIA
273
Wealthstreet Investment Advisors
Texas
$2.14M -$60.2K -525 -3%
AP
274
Agilis Partners
Massachusetts
$2.14M +$34.7K +303 +2%
OAM
275
Occidental Asset Management
California
$2.12M +$126K +1,099 +6%