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 %
MOS
451
MGO One Seven
Ohio
$2.07M -$3.76K -34 -0.2%
AP
452
Agilis Partners
Massachusetts
$2.07M +$280K +2,528 +16%
MLIC
453
Mandatum Life Insurance Company
Finland
$2.06M +$19.3K +174 +0.9%
PP
454
Pacifica Partners
Canada
$2.05M +$71K +660 +4%
AWM
455
Alterna Wealth Management
Texas
$2.04M +$16.6K +150 +0.8%
SFS
456
Security Financial Services
Indiana
$2.04M +$151K +1,362 +8%
GAG
457
GM Advisory Group
New York
$2.02M +$2.02M +18,268 New
FGA
458
Fortis Group Advisors
New Jersey
$2.01M +$30.5K +278 +2%
FPW
459
Flagship Private Wealth
Massachusetts
$2M
DI
460
DFPG Investments
Utah
$1.99M +$563K +5,132 +39%
BCP
461
Berkeley Capital Partners
Georgia
$1.99M +$1.99M +17,948 New
CWS
462
Cypress Wealth Services
California
$1.98M +$494K +4,462 +33%
SAM
463
SignalPoint Asset Management
Missouri
$1.96M -$416K -3,763 -18%
WWM
464
Western Wealth Management
Colorado
$1.94M +$205K +1,854 +12%
CL
465
Choreo LLC
Illinois
$1.94M -$730K -6,596 -27%
AWM
466
Apollon Wealth Management
South Carolina
$1.92M +$412K +3,720 +27%
CNB
467
Camden National Bank
Maine
$1.92M -$430K -3,883 -18%
QPWM
468
Quadrant Private Wealth Management
Pennsylvania
$1.91M +$381K +3,439 +25%
IGWM
469
ICA Group Wealth Management
Colorado
$1.9M -$2.02M -18,273 -52%
PS
470
Principal Securities
Iowa
$1.9M +$1.9M +17,154 New
Balyasny Asset Management
471
Balyasny Asset Management
Illinois
$1.89M -$2.06M -18,619 -52%
TA
472
TFB Advisors
Kansas
$1.88M +$1.88M +17,027 New
SWM
473
SeaCrest Wealth Management
New York
$1.88M -$50.1K -461 -3%
LA
474
Latitude Advisors
Florida
$1.86M +$1.86M +16,851 New
CAS
475
Coppell Advisory Solutions
Texas
$1.86M -$1.29M -11,626 -41%