LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,001 hedge funds and large institutions have $26.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 350 increasing their positions, 413 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-47
Holders Change %
-4.48%
% of All Funds
14.56%
Holding in Top 10
70
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-16.67%
% of All Funds
1.02%
New
92
Increased
350
Reduced
413
Closed
130
Calls
$3.99B
Puts
$4.03B
Net Calls
-$44.2M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Shares
Change %
ML
576
McAdam LLC
Pennsylvania
$665K -$56.1K -524 -8%
GCM
577
Graham Capital Management
Connecticut
$664K +$664K +6,200 New
PA
578
Pinnacle Associates
New York
$664K +$321 +3 +0%
PP
579
Prosperity Planning
Missouri
$664K +$664K +6,197 New
SG
580
Sharper & Granite
California
$662K -$341K -3,185 -34%
WAS
581
Wealth Advisory Solutions
Indiana
$661K +$196K +1,827 +42%
GCL
582
Gouws Capital LLC
North Carolina
$656K -$58.7K -548 -8%
JEST
583
JTC Employer Solutions Trustee
Jersey
$651K
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$650K -$10.3K -95 -2%
TA
585
TFB Advisors
Kansas
$649K -$70.4K -657 -10%
TPWA
586
TRUE Private Wealth Advisors
Oregon
$648K -$220K -2,055 -25%
RFN
587
RDA Financial Network
Iowa
$646K +$21.9K +204 +4%
IPW
588
Intergy Private Wealth
Colorado
$643K +$63K +588 +11%
SCA
589
Snowden Capital Advisors
New York
$642K -$270K -2,521 -30%
TCA
590
Transcend Capital Advisors
New Jersey
$639K -$166K -1,546 -21%
MWM
591
Melfa Wealth Management
Massachusetts
$635K +$75.2K +702 +13%
DWP
592
Daymark Wealth Partners
Ohio
$633K +$34.6K +323 +6%
PCM
593
Palouse Capital Management
Washington
$628K -$43.5K -406 -6%
SVWG
594
Shared Vision Wealth Group
United States
$624K -$888K -8,292 -59%
AFC
595
Adaptive Financial Consulting
Ohio
$624K -$58.4K -545 -9%
GIA
596
Gladstone Institutional Advisory
Florida
$614K -$72.4K -676 -11%
FIA
597
Foundations Investment Advisors
Arizona
$614K -$4.13M -38,548 -87%
AAS
598
Ameritas Advisory Services
Nebraska
$613K -$3.15M -29,428 -84%
NEPPG
599
New England Professional Planning Group
Rhode Island
$613K
FPCP
600
Fort Point Capital Partners
California
$611K +$30.9K +288 +5%