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 %
GI
601
GLOBALT Investments
Georgia
$767K +$57.7K +540 +8%
EAM
602
Everstar Asset Management
North Carolina
$763K -$18.2K -170 -2%
TAM
603
Titleist Asset Management
Texas
$761K -$11.9K -111 -2%
PA
604
Parallel Advisors
California
$758K -$400K -3,747 -35%
GWM
605
GK Wealth Management
Nevada
$757K +$757K +7,081 New
CP
606
Clarendon Private
Massachusetts
$752K +$752K +7,041 New
MSFS
607
Main Street Financial Solutions
Pennsylvania
$751K -$23.1K -216 -3%
WFS
608
WealthGarden F.S.
California
$748K -$60K -562 -7%
MLM
609
Mount Lucas Management
Pennsylvania
$746K +$32.3K +302 +5%
AFP
610
Ausdal Financial Partners
Iowa
$746K +$273K +2,554 +58%
CSB
611
City State Bank
Iowa
$738K
CAG
612
Crestwood Advisors Group
Massachusetts
$737K -$33.9K -317 -4%
AWP
613
Axis Wealth Partners
Rhode Island
$735K +$735K +6,881 New
TCM
614
Traynor Capital Management
Pennsylvania
$734K -$154K -1,440 -17%
AWA
615
Arete Wealth Advisors
Illinois
$733K -$322K -3,015 -31%
TPA
616
Trivium Point Advisory
Connecticut
$720K -$76K -711 -10%
SFFS
617
Stonehage Fleming Financial Services
Jersey
$701K -$118K -1,100 -14%
NCFG
618
New Century Financial Group
New Jersey
$700K -$16.2K -152 -2%
MWM
619
Modern Wealth Management
Kansas
$695K +$292K +2,732 +72%
WAP
620
Wealthcare Advisory Partners
Pennsylvania
$692K -$697K -6,527 -50%
SC
621
Summa Corp
Texas
$689K +$107K +1,000 +18%
HCA
622
Heck Capital Advisors
Wisconsin
$689K +$335K +3,139 +95%
HT
623
Heritage Trust
Oklahoma
$684K +$684K +6,402 New
PA
624
Pinnacle Associates
New York
$678K +$14.2K +133 +2%
1L
625
10Elms LLP
Oklahoma
$668K +$668K +6,251 New