LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

775 hedge funds and large institutions have $27B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 254 increasing their positions, 298 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+26
Holders Change %
+3.47%
% of All Funds
16.8%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.8%
New
104
Increased
254
Reduced
298
Closed
68
Calls
$639M
Puts
$1.52B
Net Calls
-$883M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
576
Anchor Investment Management
South Carolina
$269K
MC
577
Moors & Cabot
Massachusetts
$267K -$22.3K -187 -8%
WA
578
Winfield Associates
Ohio
$262K -$59.5K -500 -19%
MAM
579
Marquette Asset Management
Minnesota
$261K -$15.5K -130 -6%
RWA
580
Ropes Wealth Advisors
Massachusetts
$259K
VWA
581
V Wealth Advisors
Kansas
$256K +$256K +2,154 New
FDCDDQ
582
Federation des caisses Desjardins du Quebec
Quebec, Canada
$256K -$12.1K -102 -5%
SMC
583
Smith, Moore & Co
Missouri
$248K -$25.1K -211 -9%
TWM
584
Torch Wealth Management
Ohio
$248K
AG
585
Appleton Group
Wisconsin
$247K +$247K +2,071 New
W
586
WealthOne
New York
$246K -$7.05M -59,198 -97%
JIC
587
Joel Isaacson & Co
New York
$245K
JIC
588
Johnson Investment Counsel
Ohio
$245K +$21.6K +182 +10%
OFW
589
Omnia Family Wealth
Florida
$244K
DCM
590
Dimension Capital Management
Florida
$241K +$1.31K +11 +0.5%
ECM
591
Evergreen Capital Management
Washington
$240K -$770K -6,470 -76%
RAM
592
Riggs Asset Management
Pennsylvania
$240K -$90.8K -764 -27%
GTAM
593
Global Trust Asset Management
Florida
$238K
SBSB
594
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K
DWM
595
Doyle Wealth Management
Florida
$236K +$204K +1,713 +632%
CWM
596
CCG Wealth Management
California
$236K +$236K +1,984 New
BBA
597
Braun-Bostich & Associates
Pennsylvania
$235K -$1.96M -16,494 -89%
IIA
598
IPG Investment Advisors
California
$235K
BCA
599
Bernzott Capital Advisors
California
$233K -$40.4K -340 -15%
WAM
600
Weatherly Asset Management
California
$233K +$233K +1,961 New