LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,017 hedge funds and large institutions have $33.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 286 increasing their positions, 411 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+32
Holders Change %
+3.25%
% of All Funds
16.41%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.57%
New
182
Increased
286
Reduced
411
Closed
122
Calls
$1.44B
Puts
$2.1B
Net Calls
-$667M
Net Calls Change
+$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
601
Independence Bank of Kentucky
Kentucky
$618K -$40.7K -386 -6%
RI
602
Ridgewood Investments
New Jersey
$614K -$7.59K -72 -1%
PP
603
Prosperity Planning
Missouri
$604K -$576K
RIA
604
Richwood Investment Advisors
Ohio
$596K -$3.06K -29 -0.5%
G
605
GenTrust
Florida
$592K -$2.14M -20,337 -78%
EWM
606
Evercore Wealth Management
New York
$590K +$5.06K +48 +0.9%
AFC
607
AFT Forsyth & Company
Florida
$589K -$8.86K -84 -1%
CF
608
Cantor Fitzgerald
New York
$588K +$588K +5,577 New
HT
609
Heritage Trust
Oklahoma
$584K
SWRP
610
Summit Wealth & Retirement Planning
California
$584K -$76.7K -727 -12%
FHA
611
First Horizon Advisors
Tennessee
$581K -$156K -1,484 -21%
Koshinski Asset Management
612
Koshinski Asset Management
Illinois
$577K +$1.58K +15 +0.3%
NEPPG
613
New England Professional Planning Group
Rhode Island
$575K +$16.2K +154 +3%
SWM
614
Spire Wealth Management
Virginia
$572K -$197K -1,867 -26%
APWA
615
Atlas Private Wealth Advisors
New Jersey
$570K -$22.5K -213 -4%
AFC
616
Adaptive Financial Consulting
Ohio
$569K +$14.1K +134 +3%
GRP
617
Global Retirement Partners
California
$563K -$15.9K -151 -3%
IA
618
IFG Advisory
Georgia
$561K -$142K -1,343 -20%
AA
619
Alesco Advisors
New York
$559K
MC
620
Moors & Cabot
Massachusetts
$558K +$48.8K +463 +10%
MSL
621
Mackay Shields LLC
New York
$557K
GF
622
Gries Financial
Ohio
$552K -$62.8K -596 -10%
CBFP
623
Cedar Brook Financial Partners
Ohio
$550K -$365K -3,461 -40%
Fiera Capital (Canada)
624
Fiera Capital (Canada)
Quebec, Canada
$549K -$8.01K -76 -1%
SCM
625
Spreng Capital Management
Ohio
$549K -$89.6K -850 -14%