LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

464 hedge funds and large institutions have $9.64B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 126 increasing their positions, 183 reducing their positions, and 39 closing their positions.

Holders
464
Holders Change
+45
Holders Change %
+10.74%
% of All Funds
13.48%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
1.28%
New
90
Increased
126
Reduced
183
Closed
39
Calls
$40.4M
Puts
$30.7M
Net Calls
+$9.61M
Net Calls Change
+$13.1M
Name Market Value Shares Shares
Change
Shares
Change %
OWP
401
Obermeyer Wealth Partners
Colorado
$205K 1,794
GHA
402
GW Henssler & Associates
Georgia
$205K 1,796 +13 +0.7%
EWM
403
Empirical Wealth Management
Washington
$201K 1,760 +1,760 New
JIC
404
Joel Isaacson & Co
New York
$194K 1,700
BAM
405
Barrett Asset Management
New York
$190K 1,665 -7,509 -82%
PSUF
406
People's United Financial
Connecticut
$183K 1,606 -200 -11%
Axa
407
Axa
France
$158K 1,380 +1,380 New
TIM
408
Tortoise Investment Management
New York
$147K 1,287 -4,916 -79%
MBT
409
Monroe Bank & Trust
Michigan
$121K 1,060
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$119K 1,039
SHWM
411
Smith & Howard Wealth Management
Georgia
$118K 1,037 +159 +18%
CTC
412
Central Trust Company
Missouri
$117K 1,022 +301 +42%
Manulife (Manufacturers Life Insurance)
413
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112K 980,770 +74,579 +8%
RIA
414
Regal Investment Advisors
Michigan
$106K 930 -1,986 -68%
BCM
415
Blume Capital Management
California
$102K 894 +894 New
KPCM
416
Kings Point Capital Management
New York
$99K 871 -200 -19%
LOCC
417
Lombard Odier & Cie (Canada)
Quebec, Canada
$98K 860 +860 New
ECM
418
Exchange Capital Management
Michigan
$95K 830 +257 +45%
MAM
419
Mizuho Asset Management
Japan
$93K 818 -33 -4%
SGC
420
South Georgia Capital
Illinois
$93K 814 +814 New
HCM
421
Horrell Capital Management
Arkansas
$91K 791 -18 -2%
BWFA
422
Baltimore-Washington Financial Advisors
Maryland
$90K 792
WF
423
WealthTrust Fairport
Ohio
$88K 771
TWA
424
TCI Wealth Advisors
Arizona
$82K 721 +76 +12%
WA
425
WestEnd Advisors
North Carolina
$79.2K 694 -108 -13%