LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,017 hedge funds and large institutions have $33.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 286 increasing their positions, 411 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+32
Holders Change %
+3.25%
% of All Funds
16.41%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.57%
New
182
Increased
286
Reduced
411
Closed
122
Calls
$1.44B
Puts
$2.1B
Net Calls
-$667M
Net Calls Change
+$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
WFAG
501
Worth Financial Advisory Group
North Carolina
$1.07M +$1.07M +10,103 New
Lido Advisors
502
Lido Advisors
California
$1.06M +$388K +3,678 +58%
DWA
503
Dorsey Wright & Associates
California
$1.05M +$1.05M +9,966 New
CBC
504
Coombe, Bender & Co
New York
$1.05M -$143K -1,361 -12%
KFS
505
Kaizen Financial Strategies
California
$1.05M -$15.9K -144 -1%
SOS
506
Silver Oak Securities
Tennessee
$1.05M +$323K +3,059 +45%
PPC
507
Park Place Capital
Alabama
$1.05M +$1.05M +9,911 New
LNB
508
Ledyard National Bank
$1.04M -$1.58K -15 -0.2%
IWM
509
Iams Wealth Management
Nebraska
$1.04M +$1.04M +9,861 New
CT
510
Coastline Trust
Rhode Island
$1.03M
EAM
511
Eukles Asset Management
Ohio
$1.03M -$39K -370 -4%
CHC
512
City Holding Co
West Virginia
$1.03M -$96.5K -915 -9%
SWA
513
Sutton Wealth Advisors
Florida
$1.02M -$48.4K -459 -5%
HW
514
Hancock Whitney
Mississippi
$1.02M -$1.37K -13 -0.1%
SBH
515
Segall Bryant & Hamill
Illinois
$1.02M +$635K +6,025 +166%
MFG
516
Merit Financial Group
Georgia
$1.01M +$376K +3,562 +59%
RPCA
517
Running Point Capital Advisors
California
$1.01M -$136K -1,287 -12%
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$1M -$24.4K -231 -2%
MCWS
519
McKinley Carter Wealth Services
West Virginia
$989K -$378K -3,585 -28%
WA
520
Wealth Alliance
New York
$985K +$542K +5,144 +122%
CA
521
Continuum Advisory
Idaho
$965K -$232K -2,196 -19%
MAG
522
Mayfair Advisory Group
Alabama
$959K +$327 +3 +0%
RA
523
RFG Advisory
Alabama
$943K +$370K +3,345 +65%
PTC
524
Private Trust Company
Ohio
$941K +$126K +1,197 +15%
LWANC
525
Laurel Wealth Advisors (North Carolina)
North Carolina
$938K +$375K +3,553 +67%