LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

677 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.9%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
2.17%
New
65
Increased
294
Reduced
213
Closed
51
Calls
$1.2B
Puts
$1.27B
Net Calls
-$67.6M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
626
Plante Moran Financial Advisors
Michigan
$50K -$5K -41 -9%
SFG
627
SevenBridge Financial Group
Pennsylvania
$49K
BL
628
Balentine LLC
Georgia
$49K +$2.8K +23 +6%
MIM
629
Macroview Investment Management
Maryland
$48K +$16.2K +134 +51%
HDIM
630
Hanson & Doremus Investment Management
Vermont
$47K
OC
631
Oakworth Capital
Alabama
$47K
HWP
632
Hefty Wealth Partners
Indiana
$39K +$39K +324 New
VFA
633
Valeo Financial Advisors
Indiana
$37K +$37K +307 New
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K -$21K -175 -37%
PS
635
Portfolio Solutions
Michigan
$34K +$3.99K +33 +13%
KPCM
636
Kings Point Capital Management
New York
$33K -$73.1K -600 -69%
CAL
637
Capital Analysts LLC
Pennsylvania
$33K
AIM
638
Advantage Investment Management
Iowa
$32K -$5.13K -42 -14%
PCFFS
639
Pacific Center for Financial Services
California
$32K
TFA
640
Transamerica Financial Advisors
Florida
$31K +$30.9K +254 +25,400%
FMTCOCP
641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30.3K
LCM
642
Liberty Capital Management
Michigan
$30K
YWP
643
YorkBridge Wealth Partners
New York
$30K
WEC
644
Winslow Evans & Crocker
Massachusetts
$29.9K +$2.05K +17 +7%
CHP
645
Cable Hill Partners
Oregon
$28K
NIC
646
Northwest Investment Counselors
Oregon
$22K -$59.3K -496 -73%
RCA
647
Rowland Carmichael Advisors
Arizona
$22K
PK
648
Pflug Koory
Nebraska
$22K
GAM
649
Gemmer Asset Management
California
$22K +$243 +2 +1%
SFSIG
650
San Francisco Sentry Investment Group
California
$20K -$21.5K -175 -52%