LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

653 hedge funds and large institutions have $20.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 269 increasing their positions, 222 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
16.28%
Holding in Top 10
78
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.14%
% of All Funds
1.94%
New
71
Increased
269
Reduced
222
Closed
54
Calls
$22.7M
Puts
$89M
Net Calls
-$66.3M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OFW
526
Omnia Family Wealth
Florida
$242K
NCM
527
New Capital Management
Texas
$242K +$1.3K +11 +0.5%
AL
528
Aspiriant LLC
California
$236K +$236K +2,000 New
PWMAG
529
Pinnacle Wealth Management Advisory Group
New Jersey
$235K -$29.4K -250 -11%
LA
530
Legacy Advisors
Pennsylvania
$235K
MA
531
MUFG Americas
New York
$232K
CG
532
Caprock Group
Idaho
$226K -$4.12K -35 -2%
LYV
533
Live Your Vision
Pennsylvania
$221K +$29.3K +249 +15%
BO
534
Bank OZK
Arkansas
$221K +$221K +1,877 New
FPCP
535
Fort Point Capital Partners
California
$219K
AIM
536
Anchor Investment Management
South Carolina
$216K
MWM
537
Mission Wealth Management
California
$216K +$216K +1,830 New
TCOT
538
Trust Company of Toledo
Ohio
$212K +$212K +1,796 New
KA
539
Kovack Advisors
Florida
$211K -$93.1K -791 -31%
WIC
540
Whitegate Investment Counselors
New Hampshire
$210K -$19.5K -165 -8%
GFPC
541
Global Financial Private Capital
Florida
$209K +$209K +1,772 New
WSCM
542
Wellington Shields Capital Management
New York
$206K
MAS
543
Managed Account Services
Florida
$205K +$205K +1,740 New
11A
544
10-15 Associates
New York
$203K +$825 +7 +0.4%
TF
545
Tompkins Financial
New York
$201K +$166K +1,407 +467%
LCM
546
Leisure Capital Management
California
$200K -$31.4K -266 -14%
SAM
547
Shamrock Asset Management
Texas
$193K -$78.4K -667 -29%
PWM
548
Perigon Wealth Management
California
$191K -$10.5K -89 -5%
GRP
549
Global Retirement Partners
California
$181K -$62.5K -529 -26%
GEA
550
Glen Eagle Advisors
New Jersey
$181K +$118 +1 +0.1%