LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
601
West Paces Advisors
Georgia
$732K +$732K +5,500 New
SI
602
SimpliFi Inc
California
$731K -$33.4K -251 -4%
CMI
603
Clare Market Investments
Texas
$720K -$50.3K -378 -7%
CGFA
604
Colton Groome Financial Advisors
North Carolina
$717K -$2.93K -22 -0.4%
WDC
605
Woodward Diversified Capital
California
$714K +$134K +1,010 +23%
BAM
606
Bruderman Asset Management
New York
$708K +$708K +5,321 New
AA
607
Alesco Advisors
New York
$705K
NEPPG
608
New England Professional Planning Group
Rhode Island
$705K
OPWM
609
Oxinas Partners Wealth Management
Indiana
$694K -$63.7K -479 -8%
FFA
610
First Foundation Advisors
California
$687K -$25K -188 -4%
LWAC
611
Laurel Wealth Advisors (California)
California
$687K -$11K -83 -2%
Kayne Anderson Rudnick Investment Management
612
Kayne Anderson Rudnick Investment Management
California
$684K +$527K +3,950 +335%
FCA
613
FinTrust Capital Advisors
South Carolina
$683K -$502K -3,769 -42%
PFBT
614
Parkside Financial Bank & Trust
Missouri
$682K -$19.5K -147 -3%
MAM
615
MMA Asset Management
Pennsylvania
$678K +$798 +6 +0.1%
DWM
616
Defined Wealth Management
Oregon
$678K +$196K +1,473 +41%
BCM
617
BTR Capital Management
California
$674K -$18.6K -140 -3%
Fiera Capital (Canada)
618
Fiera Capital (Canada)
Quebec, Canada
$674K +$75K +564 +13%
TCA
619
Transcend Capital Advisors
New Jersey
$669K -$1.61M -12,115 -71%
TF
620
TimeScale Financial
Massachusetts
$669K
COCM
621
Charter Oak Capital Management
New Hampshire
$668K -$37K -278 -5%
MFA
622
Mayflower Financial Advisors
Massachusetts
$663K
WSTAM
623
Wilbanks Smith & Thomas Asset Management
Virginia
$660K
CIAS
624
Capital Investment Advisory Services
North Carolina
$659K +$9.05K +68 +1%
CAMG
625
CWA Asset Management Group
Florida
$658K