LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,008 hedge funds and large institutions have $31.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 368 increasing their positions, 372 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
15.9%
Holding in Top 10
99
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.48%
% of All Funds
1.56%
New
112
Increased
368
Reduced
372
Closed
98
Calls
$1.21B
Puts
$3.21B
Net Calls
-$2B
Net Calls Change
+$2.95B
Name Holding Trade Value Shares
Change
Shares
Change %
MMA
601
Miracle Mile Advisors
California
$674K -$14.5M -134,186 -96%
AF
602
Advisornet Financial
Minnesota
$674K -$4.43K -41 -0.7%
IAIM
603
International Assets Investment Management
Florida
$673K +$4.43K +41 +0.7%
TFA
604
Tranquilli Financial Advisor
New Jersey
$668K +$94.7K +876 +17%
ML
605
McAdam LLC
Pennsylvania
$668K +$5.73K +53 +0.9%
AFO
606
Arrowroot Family Office
California
$667K -$123K -1,133 -16%
AFC
607
Adaptive Financial Consulting
Ohio
$667K +$74.6K +690 +13%
CAM
608
Cidel Asset Management
Ontario, Canada
$662K +$662K +6,118 New
JEST
609
JTC Employer Solutions Trustee
Jersey
$656K
PA
610
Pinnacle Associates
New York
$654K +$216 +2 +0%
NAM
611
NTV Asset Management
West Virginia
$654K
HI
612
Harbour Investments
Wisconsin
$651K -$12.9K -119 -2%
BPC
613
Banque Pictet & Cie
Switzerland
$647K +$99.5K +920 +18%
ATPW
614
Ashton Thomas Private Wealth
Arizona
$638K -$1.41M -13,020 -69%
PP
615
Prosperity Planning
Missouri
$625K -$630K
GCA
616
Gradient Capital Advisors
California
$623K -$60.3K -558 -9%
OAM
617
Occidental Asset Management
California
$616K -$296K -2,734 -32%
HWM
618
HB Wealth Management
Georgia
$609K +$110K +1,013 +22%
EWM
619
Evercore Wealth Management
New York
$605K
HWA
620
HCR Wealth Advisors
California
$601K -$15.7K -145 -3%
WT
621
Whittier Trust
California
$601K -$83.2K -769 -12%
IBOK
622
Independence Bank of Kentucky
Kentucky
$596K -$13.3K -123 -2%
SXL
623
Summit X LLC
Missouri
$595K +$67.6K +625 +13%
WC
624
Waterloo Capital
Texas
$592K +$592K +5,476 New
NEPPG
625
New England Professional Planning Group
Rhode Island
$590K