LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,129 hedge funds and large institutions have $35.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 384 increasing their positions, 381 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+94
Holders Change %
+9.08%
% of All Funds
17.44%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.28%
New
211
Increased
384
Reduced
381
Closed
94
Calls
$1.45B
Puts
$4.82B
Net Calls
-$3.36B
Net Calls Change
-$776M
Name Holding Trade Value Shares
Change
Shares
Change %
PFT
301
Providence First Trust
Arizona
$4.21M +$1.94M +14,661 +86%
AFIMH
302
American Family Insurance Mutual Holding
Wisconsin
$4.16M +$26.6K +201 +0.6%
UB
303
UMB Bank
Missouri
$4.15M +$2.12K +16 +0.1%
MIAN
304
Mariner Independent Advisor Network
Kansas
$4.14M -$1.38M -10,427 -25%
SFG
305
StrategIQ Financial Group
Indiana
$4.09M +$4.09M +30,845 New
CNB
306
Camden National Bank
Maine
$4.09M +$172K +1,297 +4%
SWA
307
Sax Wealth Advisors
New Jersey
$4.07M -$233K -1,755 -5%
4FG
308
4Thought Financial Group
New York
$4.04M +$1.64M +12,382 +68%
HNW
309
High Note Wealth
Minnesota
$4.03M +$66.9K +505 +2%
LAM
310
LifePro Asset Management
California
$4M -$47.7K -360 -1%
ClearBridge Investments
311
ClearBridge Investments
New York
$4M +$22.5K +170 +0.6%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$3.99M -$168K -1,268 -4%
William Blair & Company
313
William Blair & Company
Illinois
$3.94M +$197K +1,483 +5%
GSWM
314
Golden State Wealth Management
California
$3.91M +$129K +972 +3%
BOTW
315
Bank of the West
California
$3.86M +$1.21M +9,128 +46%
AT
316
Arden Trust
Delaware
$3.82M +$22.5K +170 +0.6%
TPWA
317
TRUE Private Wealth Advisors
Oregon
$3.8M +$53.5K +404 +1%
CWG
318
Cornerstone Wealth Group
North Carolina
$3.8M +$64.8K +489 +2%
CHC
319
City Holding Co
West Virginia
$3.79M +$444K +3,560 +13%
MA
320
Mutual Advisors
Nebraska
$3.78M -$5.86M -44,250 -61%
BRWA
321
B. Riley Wealth Advisors
Florida
$3.74M -$41.2K -311 -1%
NL
322
NWAM LLC
Washington
$3.73M -$76.8K -580 -2%
OC
323
Oppenheimer & Co
New York
$3.73M +$71.4K +539 +2%
SP
324
Sarasin & Partners
United Kingdom
$3.62M
BWM
325
Birchcreek Wealth Management
Ohio
$3.61M +$234K +1,762 +7%