LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,048 hedge funds and large institutions have $30B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 437 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-48
Holders Change %
-4.38%
% of All Funds
15.19%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.22%
New
99
Increased
375
Reduced
437
Closed
133
Calls
$4.28B
Puts
$4.16B
Net Calls
+$118M
Net Calls Change
+$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$4.49M +$555K +5,097 +14%
GF
302
Gries Financial
Ohio
$4.39M +$1.97M +18,066 +81%
Cerity Partners
303
Cerity Partners
New York
$4.34M -$22.9K -210 -0.5%
CWM
304
Congress Wealth Management
Massachusetts
$4.3M -$704K -6,463 -14%
EWA
305
Evolution Wealth Advisors
Florida
$4.28M -$8.71K -80 -0.2%
EPM
306
Elm Partners Management
Pennsylvania
$4.28M +$194K +1,779 +5%
PGF
307
Plan Group Financial
Oklahoma
$4.27M +$516K +4,735 +14%
EWA
308
ERTS Wealth Advisors
Michigan
$4.24M +$26.9K +247 +0.6%
State Street
309
State Street
Massachusetts
$4.14M -$6.06M -55,632 -59%
OBWG
310
Onyx Bridge Wealth Group
New York
$4.1M +$3.72M +35,424 +1,004%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$4.07M +$136K +1,275 +3%
SW
312
SteelPeak Wealth
California
$4.07M -$3.22M -29,530 -44%
LWM
313
Lionsbridge Wealth Management
Florida
$4.05M +$615K +5,644 +18%
NW
314
NewEdge Wealth
Pennsylvania
$4.04M +$489K +4,625 +14%
BRWA
315
B. Riley Wealth Advisors
Florida
$4.03M -$74.4K -729 -2%
PVI
316
Partners Value Investments
Bermuda
$3.98M
PWM
317
Pacific Wealth Management
California
$3.95M
FFS
318
Founders Financial Securities
Maryland
$3.88M +$33.8K +310 +0.9%
AAS
319
Ameritas Advisory Services
Nebraska
$3.82M +$369K +3,391 +11%
FF
320
Farrell Financial
New York
$3.72M -$235K -2,155 -6%
WHG
321
Westwood Holdings Group
Texas
$3.7M +$296K +2,715 +9%
RC
322
Rovin Capital
Arizona
$3.65M -$220K -2,021 -6%
ANTB
323
AMG National Trust Bank
Colorado
$3.62M -$8.17K -75 -0.2%
FA
324
Forefront Analytics
Pennsylvania
$3.61M +$20.2K +185 +0.6%
AA
325
Advisory Alpha
Michigan
$3.61M -$27.3K -251 -0.8%