LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 hedge funds and large institutions have $28.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 373 increasing their positions, 367 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+18
Holders Change %
+1.79%
% of All Funds
16.36%
Holding in Top 10
91
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.08%
% of All Funds
1.45%
New
137
Increased
373
Reduced
367
Closed
103
Calls
$1.66B
Puts
$1.97B
Net Calls
-$311M
Net Calls Change
+$1.69B
Name Holding Trade Value Shares
Change
Shares
Change %
AA
426
Advisory Alpha
Michigan
$1.81M -$52.9K -519 -3%
BHWM
427
Bay Harbor Wealth Management
Maryland
$1.81M +$1.81M +17,750 New
SWM
428
SeaCrest Wealth Management
New York
$1.81M -$122K -1,193 -6%
Qube Research & Technologies (QRT)
429
Qube Research & Technologies (QRT)
United Kingdom
$1.81M +$1.03M +10,056 +132%
CAM
430
Cobblestone Asset Management
Virginia
$1.8M +$1.8M +17,605 New
EL
431
EQ LLC
Washington
$1.79M +$1.24M +12,136 +223%
SFS
432
Security Financial Services
Indiana
$1.74M +$1.1M +10,752 +170%
IA
433
IFP Advisors
Florida
$1.74M -$817K -8,006 -32%
SCG
434
Sonata Capital Group
Washington
$1.74M -$93.8K -919 -5%
CAG
435
Csenge Advisory Group
Florida
$1.73M -$363K -3,562 -17%
Legacy Financial Group (Iowa)
436
Legacy Financial Group (Iowa)
Iowa
$1.69M +$1.69M +16,552 New
WS
437
Wedbush Securities
California
$1.68M -$78K -765 -4%
PFS
438
Prospera Financial Services
Texas
$1.67M +$28.9K +283 +2%
Bank Julius Baer & Co
439
Bank Julius Baer & Co
Switzerland
$1.66M -$172K -1,681 -9%
AP
440
Agilis Partners
Massachusetts
$1.65M
EPM
441
Elm Partners Management
Pennsylvania
$1.63M +$1.11M +10,864 +211%
Walleye Trading
442
Walleye Trading
New York
$1.62M +$1.62M +15,901 New
YDMI
443
Y.D. More Investments
Israel
$1.62M +$86.3K +846 +6%
SWM
444
Spire Wealth Management
Virginia
$1.61M +$418K +4,094 +35%
WWM
445
Western Wealth Management
Colorado
$1.6M +$1.06M +10,427 +198%
T
446
TNF
Montana
$1.6M +$1.07M +10,871 +201%
SFA
447
Sequoia Financial Advisors
Ohio
$1.58M -$296K -2,905 -16%
DADC
448
D.A. Davidson & Co
Montana
$1.57M -$109K -1,073 -7%
Man Group
449
Man Group
United Kingdom
$1.57M -$2.63M -24,349 Closed
USCWA
450
U.S. Capital Wealth Advisors
Texas
$1.55M +$1.29M +12,627 +490%