LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,096 hedge funds and large institutions have $33.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 417 increasing their positions, 373 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+70
Holders Change %
+6.82%
% of All Funds
16.07%
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.33%
New
188
Increased
417
Reduced
373
Closed
102
Calls
$3.01B
Puts
$5.04B
Net Calls
-$2.03B
Net Calls Change
-$1.72B
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
401
Franklin Resources
California
$2.76M -$78.6K -710 -3%
SWC
402
Spectrum Wealth Counsel
Indiana
$2.73M +$2.73M +24,684 New
ITB
403
Idaho Trust Bank
Idaho
$2.7M +$2.7M +24,356 New
SXL
404
Summit X LLC
Missouri
$2.69M +$156K +1,414 +6%
SP
405
Sarasin & Partners
United Kingdom
$2.68M -$408K -3,685 -13%
YAVAPFMC
406
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.6M +$2.6M +23,500 New
BAAM
407
Baker Avenue Asset Management
California
$2.6M +$2.27M +20,477 +683%
HIM
408
Hanlon Investment Management
New Jersey
$2.59M +$2.05M +18,564 +386%
GL
409
Graypoint LLC
New York
$2.58M +$464K +4,191 +22%
Sumitomo Mitsui Trust Group
410
Sumitomo Mitsui Trust Group
Japan
$2.58M -$84.8K -766 -3%
JWBC
411
J.W. Burns & Co
New York
$2.55M -$48.2K -436 -2%
UB
412
UMB Bank
Missouri
$2.54M -$204K -1,843 -7%
WF
413
Williams Financial
Vermont
$2.52M -$69.4K -627 -3%
BPCA
414
Bank Pictet & Cie (Asia)
Singapore
$2.48M +$2.48M +22,430 New
SSCM
415
Spectrum Strategic Capital Management
Oregon
$2.48M +$2.48M +22,372 New
AG
416
Ascent Group
Virginia
$2.47M -$271K -2,506 -10%
GF
417
Gries Financial
Ohio
$2.46M +$100K +907 +4%
SWM
418
Spire Wealth Management
Virginia
$2.46M +$740K +6,791 +43%
FAIM
419
Financial Advocates Investment Management
Washington
$2.43M +$100K +927 +4%
V
420
ViaWealth
Kansas
$2.43M -$84.4K -763 -3%
EAM
421
Eukles Asset Management
Ohio
$2.42M +$1.3M +11,737 +116%
EL
422
EQ LLC
Washington
$2.42M +$477K +4,311 +25%
AP
423
Americana Partners
Texas
$2.41M -$1.05M -9,520 -30%
AWMG
424
Alliance Wealth Management Group
New Jersey
$2.4M +$2.4M +21,695 New
KLCM
425
KG&L Capital Management
Louisiana
$2.4M +$30.5K +276 +1%