LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

775 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 254 increasing their positions, 298 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+26
Holders Change %
+3.47%
% of All Funds
16.8%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.8%
New
104
Increased
254
Reduced
298
Closed
68
Calls
$639M
Puts
$1.52B
Net Calls
-$883M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
401
Benjamin F. Edwards & Company
Missouri
$974K +$829K +6,964 +572%
WPSG
402
Wealth & Pension Services Group
Georgia
$967K +$144K +1,211 +18%
FWP
403
FAS Wealth Partners
Kansas
$964K -$132K -1,105 -12%
TA
404
TFG Advisers
Michigan
$962K +$3.33K +28 +0.3%
LP
405
LGL Partners
Pennsylvania
$961K
EWM
406
Executive Wealth Management
Michigan
$941K -$185K -1,557 -16%
CBFP
407
Cedar Brook Financial Partners
Ohio
$937K +$18.1K +152 +2%
DAS
408
Dynamic Advisor Solutions
Arizona
$928K -$4.29K -36 -0.5%
AWA
409
Arete Wealth Advisors
Illinois
$922K +$67.7K +572 +8%
FGAM
410
Financial Gravity Asset Management
Texas
$922K +$922K +7,795 New
WB
411
WesBanco Bank
West Virginia
$920K +$60.8K +511 +7%
CMI
412
Clare Market Investments
Texas
$918K +$918K +7,706 New
SWRP
413
Summit Wealth & Retirement Planning
California
$911K +$10.8K +91 +1%
PSUF
414
People's United Financial
Connecticut
$904K +$663K +5,569 +275%
Susquehanna International Group
415
Susquehanna International Group
Pennsylvania
$894K +$894K +7,509 New
JCM
416
Jacobi Capital Management
Pennsylvania
$889K +$67.8K +570 +8%
Fiera Capital (Canada)
417
Fiera Capital (Canada)
Quebec, Canada
$882K -$103K -865 -10%
FNBT
418
FineMark National Bank & Trust
Florida
$878K -$9.53K -80 -1%
Asset Management One
419
Asset Management One
Japan
$852K -$67.8K -570 -7%
1SB
420
1ST Source Bank
Indiana
$838K +$11.9K +100 +1%
PCM
421
Parsons Capital Management
Rhode Island
$832K +$23.1K +194 +3%
PA
422
Pinnacle Associates
New York
$823K -$23.7K -199 -3%
VAM
423
Verity Asset Management
North Carolina
$823K -$4.05K -34 -0.5%
RMC
424
Regis Management Company
California
$810K +$405K +3,400 +100%
TAM
425
Tyers Asset Management
Texas
$796K