LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,067 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 369 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+28
Holders Change %
+2.69%
% of All Funds
14.2%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.04%
New
158
Increased
369
Reduced
389
Closed
106
Calls
$3.85B
Puts
$2.8B
Net Calls
+$1.05B
Net Calls Change
+$850M
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
576
Omega Financial Group
California
$858K -$29.7K -278 -3%
MC
577
Moors & Cabot
Massachusetts
$857K +$35.9K +336 +4%
IHL
578
Investment House LLC
California
$851K
PIMG
579
Patriot Investment Management Group
Tennessee
$849K +$4.06K +38 +0.5%
CAM
580
Cidel Asset Management
Ontario, Canada
$841K -$714K
TBT
581
Texas Bank & Trust
Texas
$831K +$831K +7,782 New
BBHC
582
Brown Brothers Harriman & Co
New York
$823K
FPAS
583
Focus Partners Advisor Solutions
Missouri
$821K +$83.8K +784 +11%
MFG
584
Merit Financial Group
Georgia
$815K -$126K -1,182 -13%
KFS
585
Kaizen Financial Strategies
California
$814K -$32.9K -308 -4%
CAG
586
Csenge Advisory Group
Florida
$813K -$45.7K -428 -5%
WAS
587
Wealth Advisory Solutions
Indiana
$802K +$6.84K +64 +0.9%
MP
588
McDonald Partners
Ohio
$801K
OFP
589
OFC Financial Planning
New Jersey
$793K +$793K +7,423 New
RI
590
Ridgewood Investments
New Jersey
$792K -$136K -1,269 -15%
CP
591
Castleview Partners
Texas
$791K -$67.7K -634 -8%
OPWM
592
Oxinas Partners Wealth Management
Indiana
$789K -$40.9K -383 -5%
IPW
593
Intergy Private Wealth
Colorado
$786K +$68.3K +639 +10%
WAG
594
Winthrop Advisory Group
Massachusetts
$786K -$235K -2,204 -23%
GSWM
595
Greenup Street Wealth Management
Michigan
$783K +$783K +7,328 New
SAI
596
Savvy Advisors Inc
New York
$775K +$55.3K +518 +8%
RFN
597
RDA Financial Network
Iowa
$771K +$87.2K +816 +13%
RA
598
Rockingstone Advisors
Massachusetts
$771K +$183K +1,711 +31%
MPPLM
599
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$769K -$15.3K -143 -2%
PSCM
600
Per Stirling Capital Management
Texas
$767K -$2.89K -27 -0.4%