LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,005 hedge funds and large institutions have $32.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 336 increasing their positions, 402 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
16.09%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.71%
New
122
Increased
336
Reduced
402
Closed
110
Calls
$2.04B
Puts
$6.98B
Net Calls
-$4.95B
Net Calls Change
-$4.28B
Name Holding Trade Value Shares
Change
Shares
Change %
PPWP
451
Proquility Private Wealth Partners
Nevada
$1.41M -$161K -1,468 -10%
CL
452
Choreo LLC
Illinois
$1.41M +$1.41M +12,840 New
William Blair & Company
453
William Blair & Company
Illinois
$1.4M -$88K -803 -6%
AWM
454
Apollon Wealth Management
South Carolina
$1.38M +$446K +4,065 +48%
FTCM
455
Fir Tree Capital Management
New York
$1.37M +$1.37M +12,500 New
GCM
456
Greenland Capital Management
New York
$1.37M +$1.37M +12,500 New
CCG
457
Cypress Capital Group
Florida
$1.36M -$280K -2,558 -17%
WCM
458
Wunderlich Capital Managemnt
Tennessee
$1.35M -$19.2K -175 -1%
CA
459
Continuum Advisory
Idaho
$1.34M +$337K +3,073 +34%
LFAS
460
Level Four Advisory Services
Texas
$1.34M +$76.7K +700 +6%
Invesco
461
Invesco
Georgia
$1.33M -$3.71M -33,815 -74%
CA
462
Cambridge Advisors
Nebraska
$1.32M -$1.1K -10 -0.1%
FFN
463
Focus Financial Network
Minnesota
$1.32M +$1.32M +12,049 New
ACM
464
Ascendant Capital Management
California
$1.32M -$54.8K -500 -4%
PIMG
465
Patriot Investment Management Group
Tennessee
$1.31M -$658 -6 -0.1%
Fidelity International
466
Fidelity International
Bermuda
$1.3M +$1.3M +11,882 New
CFP
467
Cypress Financial Planning
New Jersey
$1.28M -$84.4K -768 -6%
WFAG
468
Worth Financial Advisory Group
North Carolina
$1.27M +$165K +1,505 +15%
NSB
469
Norway Savings Bank
Maine
$1.27M -$81.4K -743 -6%
GC
470
Gilbert & Cook
Iowa
$1.27M -$4.56M -41,625 -78%
JWM
471
Jessup Wealth Management
Ohio
$1.27M -$125K -1,137 -9%
Kovitz Investment Group Partners
472
Kovitz Investment Group Partners
Illinois
$1.26M +$2.96K +27 +0.2%
AWM
473
Axxcess Wealth Management
California
$1.24M +$503K +4,586 +68%
CIBC World Market
474
CIBC World Market
Ontario, Canada
$1.24M +$928K +8,467 +298%
GTAM
475
Global Trust Asset Management
Florida
$1.23M -$23K -210 -2%