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 %
JWM
576
Janiczek Wealth Management
Colorado
$207K -$206K -1,695 -50%
TF
577
Tompkins Financial
New York
$207K +$849 +7 +0.4%
AL
578
Aspiriant LLC
California
$206K +$121 +1 +0.1%
TMC
579
Trellus Management Company
Florida
$205K
BC
580
Burney Company
Virginia
$202K
AWA
581
Arete Wealth Advisors
Illinois
$202K +$202K +1,669 New
MRCM
582
M&R Capital Management
New Jersey
$202K +$202K +1,670 New
PWM
583
Perigon Wealth Management
California
$188K -$3.4K -28 -2%
OAM
584
Oppenheimer Asset Management
New York
$188K -$1.82K -15 -1%
TC
585
Trust Company
Kansas
$186K -$895K -7,399 -83%
WTC
586
WhitTier Trust Company
Nevada
$178K +$72.1K +596 +68%
BC
587
Bartlett & Co
Ohio
$175K
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$52.2K +430 +46%
SSB
589
Sandy Spring Bank
Maryland
$164K
FM
590
Forward Management
California
$162K +$24.5K +202 +18%
PSC
591
Prentiss Smith & Co
Vermont
$124K
RE
592
RBC Europe
United Kingdom
$124K +$124K +1,022 New
BCM
593
Blume Capital Management
California
$121K
CFD
594
Creative Financial Designs
Indiana
$119K +$848 +7 +0.7%
BAM
595
Barrett Asset Management
New York
$118K +$242 +2 +0.2%
CG
596
Cutler Group
California
$115K -$12K -100 -9%
CTC
597
Central Trust Company
Missouri
$113K
AIP
598
Ameritas Investment Partners
Nebraska
$110K
FANJ
599
Financial Architects (New Jersey)
New Jersey
$108K -$7.39K -61 -6%
NCM
600
Novare Capital Management
North Carolina
$108K +$108K +893 New