LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
401
Cornerstone Management
Georgia
$2.24M +$6.25K +47 +0.3%
FPW
402
Flagship Private Wealth
Massachusetts
$2.24M -$35.9K -270 -2%
TCWA
403
Ten Capital Wealth Advisors
Washington
$2.24M +$422K +3,172 +23%
FFS
404
Founders Financial Securities
Maryland
$2.23M -$11.3K -85 -0.5%
PIMG
405
Patriot Investment Management Group
Tennessee
$2.2M +$28.6K +215 +1%
OCM
406
Orser Capital Management
Texas
$2.2M +$1.27M +9,510 +136%
IFO
407
Independent Family Office
New York
$2.19M
DJYG
408
David J. Yvars Group
Florida
$2.17M +$3.88K +29 +0.2%
BA
409
Bellwether Advisors
Nebraska
$2.16M
FWA
410
FOCUS Wealth Advisors
Texas
$2.16M +$44.2K +332 +2%
LC
411
Lavaca Capital
Texas
$2.15M -$99.4K -747 -4%
CL
412
CPWM LLC
Washington
$2.13M -$14.4K -108 -0.7%
PMG
413
ProVise Management Group
Florida
$2.12M +$629K +4,731 +42%
CGH
414
CMG Global Holdings
Texas
$2.07M +$156K +1,175 +8%
TI
415
Tidal Investments
Wisconsin
$2.07M +$2.07M +15,560 New
SSWM
416
Sheets Smith Wealth Management
North Carolina
$2.06M +$30.7K +231 +2%
AC
417
Allstate Corporation
Illinois
$2.03M -$205M -1,542,855 -99%
VVP
418
Venture Visionary Partners
Ohio
$2M -$199K -1,498 -9%
PVH
419
Psagot Value Holdings
Israel
$2M
Northern Trust
420
Northern Trust
Illinois
$1.99M -$512K -384,972 -20%
CFG
421
Citizens Financial Group
Rhode Island
$1.98M -$407K -3,059 -17%
CAC
422
Certified Advisory Corp
Florida
$1.98M +$197K +1,480 +11%
WPC
423
White Pine Capital
Minnesota
$1.97M -$399K -3,000 -17%
PP
424
Pacifica Partners
Canada
$1.94M +$49.9K +370 +3%
CHAM
425
Clear Harbor Asset Management
Connecticut
$1.91M +$92.5K +695 +5%