LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,096 hedge funds and large institutions have $33.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 417 increasing their positions, 373 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+70
Holders Change %
+6.82%
% of All Funds
16.07%
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.33%
New
188
Increased
417
Reduced
373
Closed
102
Calls
$3.01B
Puts
$5.04B
Net Calls
-$2.03B
Net Calls Change
-$1.72B
Name Holding Trade Value Shares
Change
Shares
Change %
WPW
301
Watershed Private Wealth
Illinois
$4.8M +$85.1K +769 +2%
FIA
302
Foundations Investment Advisors
Arizona
$4.8M -$1.64M -14,813 -25%
TWM
303
TSA Wealth Management
Texas
$4.78M +$4.78M +43,174 New
CCFM
304
Clear Creek Financial Management
Washington
$4.76M +$3.7M +33,416 +347%
TVAMP
305
Tennessee Valley Asset Management Partners
Tennessee
$4.72M +$2.49M +22,521 +112%
HFA
306
Highland Financial Advisors
New Jersey
$4.67M +$32.4K +293 +0.7%
WB
307
WesBanco Bank
West Virginia
$4.66M -$9.96M -90,038 -68%
LNC
308
Lincoln National Corp
Pennsylvania
$4.66M +$3.44M +31,064 +282%
NS
309
NBC Securities
Alabama
$4.66M -$160K -1,446 -3%
ASN
310
Advisory Services Network
Georgia
$4.65M -$1.35M -12,207 -23%
IWC
311
Integrated Wealth Concepts
Massachusetts
$4.63M +$256K +2,311 +6%
BCIM
312
Bishop & Co Investment Management
Pennsylvania
$4.6M +$4.6M +41,546 New
AAMC
313
Asset Allocation & Management Company
Illinois
$4.54M -$4.54M -41,000 -50%
MIM
314
MetLife Investment Management
New Jersey
$4.49M -$698K -6,310 -13%
MFG
315
Merit Financial Group
Georgia
$4.49M +$611K +5,517 +16%
RA
316
RFG Advisory
Alabama
$4.46M +$119K +1,079 +3%
BRWA
317
B. Riley Wealth Advisors
Florida
$4.46M +$80.7K +729 +2%
Cerity Partners
318
Cerity Partners
New York
$4.43M +$961K +8,683 +28%
EWA
319
Evolution Wealth Advisors
Florida
$4.35M -$803K -7,260 -16%
EWA
320
ERTS Wealth Advisors
Michigan
$4.28M -$219K -1,982 -5%
SHIM
321
Stone House Investment Management
Pennsylvania
$4.21M +$1.8M +16,233 +74%
MAM
322
Meeder Asset Management
Ohio
$4.18M +$4.18M +37,794 New
TWC
323
TD Waterhouse Canada
Ontario, Canada
$4.18M -$517K -4,702 -11%
WA
324
Wealth Alliance
New York
$4.18M +$884K +7,990 +27%
FF
325
Friedenthal Financial
New Jersey
$4.16M +$4.16M +37,603 New