LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

619 hedge funds and large institutions have $23.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 200 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
16.54%
Holding in Top 10
87
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.4%
% of All Funds
2.32%
New
70
Increased
265
Reduced
200
Closed
47
Calls
$627M
Puts
$1.69B
Net Calls
-$1.06B
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
551
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K -$340K -2,745 -76%
KPCM
552
Kings Point Capital Management
New York
$107K
DBT
553
Dubuque Bank & Trust
Iowa
$105K +$105K +850 New
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$95K
QI
555
QS Investors
New York
$94K
HPBT
556
High Point Bank & Trust
North Carolina
$93K
KKAMG
557
Kernodle & Katon Asset Management Group
Arkansas
$92K
KA
558
Klingman & Associates
New York
$89K
VCM
559
Versant Capital Management
Arizona
$85K +$615 +5 +0.7%
BAM
560
Bruderman Asset Management
New York
$84K -$1.84K -15 -2%
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K
BAM
562
Barrett Asset Management
New York
$80K +$123 +1 +0.2%
WA
563
WFG Advisors
Texas
$79K +$122 +1 +0.2%
SNT
564
Security National Trust
West Virginia
$78K +$78K +635 New
ACS
565
Archford Capital Strategies
Illinois
$77K
RCA
566
Rowland Carmichael Advisors
Arizona
$75K -$77.6K -629 -51%
SSB
567
Sandy Spring Bank
Maryland
$74K -$23.6K -192 -24%
LCM
568
Liberty Capital Management
Michigan
$71K +$71K +582 New
RIM
569
Rampart Investment Management
Connecticut
$69K
CCM
570
Cribstone Capital Management
Maine
$68K
TWA
571
TCI Wealth Advisors
Arizona
$65K -$47.8K -385 -42%
RFS
572
Rockefeller Financial Services
New York
$62K
VCM
573
Vigilant Capital Management
Maine
$62K
PCA
574
Peddock Capital Advisors
Massachusetts
$62K +$62K +505 New
CHP
575
Cable Hill Partners
Oregon
$61K