LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

930 hedge funds and large institutions have $32.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 374 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-7
Holders Change %
-0.75%
% of All Funds
20.54%
Holding in Top 10
120
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+20%
% of All Funds
2.65%
New
136
Increased
311
Reduced
374
Closed
131
Calls
$1.67B
Puts
$3.93B
Net Calls
-$2.26B
Net Calls Change
-$1.22B
Name Holding Trade Value Shares
Change
Shares
Change %
SFFS
351
Stonehage Fleming Financial Services
Jersey
$2.45M +$253K +2,040 +12%
Bessemer Group
352
Bessemer Group
New Jersey
$2.44M
LWP
353
Legacy Wealth Partners
California
$2.44M -$95.4K -772 -4%
FWP
354
FAS Wealth Partners
Kansas
$2.43M +$1.28M +10,405 +112%
HIP
355
Harrell Investment Partners
Texas
$2.36M -$4.26M -34,472 -64%
CM
356
Cornerstone Management
Georgia
$2.34M +$103K +830 +5%
PIMG
357
Patriot Investment Management Group
Tennessee
$2.29M +$78.3K +634 +4%
CAG
358
Csenge Advisory Group
Florida
$2.25M +$1.44M +11,639 +178%
MIAN
359
Mariner Independent Advisor Network
Kansas
$2.21M +$457K +3,732 +26%
CFA
360
Carroll Financial Associates
North Carolina
$2.21M +$1.88M +15,251 +574%
NNP
361
Nachman Norwood & Parrott
South Carolina
$2.19M +$2.19M +17,745 New
RJT
362
Raymond James Trust
Florida
$2.11M -$210K -1,699 -9%
RSWM
363
Robertson Stephens Wealth Management
California
$2.09M -$1.41M -11,457 -40%
IWM
364
IHT Wealth Management
Illinois
$2.08M -$1.08M -8,779 -34%
ASN
365
Advisory Services Network
Georgia
$2.05M +$779K +6,303 +61%
BWA
366
BDO Wealth Advisors
Florida
$2.01M -$426K -3,450 -17%
WIA
367
Wealthstreet Investment Advisors
Texas
$1.99M -$150K -1,212 -7%
SSWM
368
Sheets Smith Wealth Management
North Carolina
$1.99M -$29.9K -242 -1%
BCM
369
Bowie Capital Management
Texas
$1.98M +$1.98M +16,000 New
WCM
370
Washburn Capital Management
Florida
$1.96M +$211K +1,707 +12%
GEA
371
Glen Eagle Advisors
New Jersey
$1.95M +$235K +1,899 +14%
WAS
372
Wealth Advisory Solutions
Indiana
$1.95M -$96.9K -785 -5%
CFS
373
Cannon Financial Strategists
Georgia
$1.95M -$938K -7,592 -32%
FA
374
Forefront Analytics
Pennsylvania
$1.95M -$2.18M -17,665 -53%
FC
375
FCA Corp
Texas
$1.91M +$174K +1,406 +10%