LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,054 hedge funds and large institutions have $95.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 373 increasing their positions, 435 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
-20
Holders Change %
-1.86%
% of All Funds
18.4%
Holding in Top 10
87
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.44%
% of All Funds
1.52%
New
95
Increased
373
Reduced
435
Closed
101
Calls
$3.06B
Puts
$6.34B
Net Calls
-$3.28B
Net Calls Change
+$1.86B
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
301
Next Financial Group
Texas
$4.48M -$2.74M -20,419 -38%
AllianceBernstein
302
AllianceBernstein
Tennessee
$4.47M -$263K -1,954 -6%
TCWM
303
Total Clarity Wealth Management
Illinois
$4.46M -$170K -1,264 -4%
AFS
304
Aft Forsyth & Sober
Florida
$4.41M
WS
305
Wedbush Securities
California
$4.35M +$48.8K +363 +1%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$4.34M -$4.55M -33,884 -51%
MHS
307
M Holdings Securities
Oregon
$4.34M +$2.05M +15,272 +90%
BC
308
Burleson & Co
California
$4.3M +$617K +4,590 +17%
SWA
309
Sax Wealth Advisors
New Jersey
$4.17M +$1.3M +9,699 +45%
LAM
310
LifePro Asset Management
California
$4.15M +$289K +2,153 +7%
UB
311
UMB Bank
Missouri
$4.15M +$758K +5,642 +22%
BS
312
Banco Santander
Spain
$4.05M -$1.61M -12,002 -28%
FA
313
Forefront Analytics
Pennsylvania
$4.03M +$557K +4,143 +16%
RWA
314
Redhawk Wealth Advisors
Minnesota
$4.01M -$1.14M -8,468 -22%
William Blair & Company
315
William Blair & Company
Illinois
$3.99M -$601K -4,473 -13%
ClearBridge Investments
316
ClearBridge Investments
New York
$3.91M +$2.23M +16,632 +133%
NC
317
NinePointTwo Capital
California
$3.89M -$2.89M -21,528 -43%
CIM
318
Confluence Investment Management
Missouri
$3.89M +$3.89M +28,937 New
CNB
319
Camden National Bank
Maine
$3.81M -$43.7K -325 -1%
AT
320
Arden Trust
Delaware
$3.8M +$2.18M +16,243 +135%
CWG
321
Cornerstone Wealth Group
North Carolina
$3.79M -$766K -5,632 -17%
TPWA
322
TRUE Private Wealth Advisors
Oregon
$3.79M -$746K -5,557 -16%
Squarepoint
323
Squarepoint
New York
$3.75M -$1.42M -10,543 -27%
G
324
GenTrust
Florida
$3.75M -$92.2K -686 -2%
HNW
325
High Note Wealth
Minnesota
$3.74M +$252K +1,873 +7%