LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

677 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.9%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
2.17%
New
65
Increased
294
Reduced
213
Closed
51
Calls
$1.2B
Puts
$1.27B
Net Calls
-$67.6M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Shares
Change %
GD
551
Grandfield & Dodd
New York
$253K -$19.8K -164 -7%
NCM
552
New Capital Management
Texas
$252K +$3.99K +33 +2%
FC
553
Forte Capital
New York
$251K -$60.6K -500 -19%
DPI
554
Diversified Portfolios Inc
Michigan
$249K -$12.1K -100 -5%
OFW
555
Omnia Family Wealth
Florida
$249K
BFA
556
Beaumont Financial Advisors
Massachusetts
$249K +$1.21K +10 +0.5%
LYV
557
Live Your Vision
Pennsylvania
$247K -$24.3K -200 -9%
LA
558
Legacy Advisors
Pennsylvania
$242K
AAS
559
Annex Advisory Services
Wisconsin
$240K -$8.01K -66 -3%
WA
560
WealthTrust-Arizona
Arizona
$240K +$153K +1,265 +176%
MA
561
MUFG Americas
New York
$238K
WA
562
Waverly Advisors
Alabama
$236K -$41.2K -339 -15%
RFWA
563
RPg Family Wealth Advisory
Massachusetts
$232K +$215K +1,777 +1,269%
ST
564
Spinnaker Trust
Maine
$232K -$24.2K -200 -9%
CPIG
565
Chicago Partners Investment Group
Illinois
$232K +$157K +1,295 +209%
CA
566
Clearstead Advisors
Ohio
$229K -$76.3K -630 -25%
I
567
IberiaBank
Louisiana
$223K +$223K +1,840 New
BO
568
Bank OZK
Arkansas
$222K -$5.45K -45 -2%
FWM
569
Frontier Wealth Management
Missouri
$221K -$95K -785 -30%
LI
570
LVZ Inc
Michigan
$219K -$4.84K -40 -2%
MWM
571
Mission Wealth Management
California
$217K +$217K +1,793 New
AAA
572
Adams Asset Advisors
Texas
$216K +$242 +2 +0.1%
SMC
573
Smith, Moore & Co
Missouri
$214K +$214K +1,762 New
AA
574
Ancora Advisors
Ohio
$211K +$211K +1,741 New
CAMG
575
CWA Asset Management Group
Florida
$208K -$12.6K -104 -6%