LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,074 hedge funds and large institutions have $41.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 374 increasing their positions, 486 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
-77
Holders Change %
-6.69%
% of All Funds
18.91%
Holding in Top 10
108
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-36.09%
% of All Funds
1.9%
New
71
Increased
374
Reduced
486
Closed
134
Calls
$2.78B
Puts
$7.93B
Net Calls
-$5.15B
Net Calls Change
-$2.81B
Name Holding Trade Value Shares
Change
Shares
Change %
TF
626
Tompkins Financial
New York
$830K +$36.9K +284 +5%
OPWM
627
Oxinas Partners Wealth Management
Indiana
$825K -$1.54M -11,852 -65%
WWM
628
Western Wealth Management
Colorado
$825K -$326K -2,507 -28%
LW
629
Linscomb Wealth
Texas
$823K -$16.8K -129 -2%
FHC
630
First Heartland Consultants
Missouri
$820K -$414K -3,186 -34%
BCP
631
Blackhawk Capital Partners
Wisconsin
$816K +$816K +5,907 New
IA
632
IFG Advisory
Georgia
$810K -$701K -5,393 -46%
WAP
633
Wealthcare Advisory Partners
Pennsylvania
$805K -$334K -2,570 -29%
NEPPG
634
New England Professional Planning Group
Rhode Island
$802K +$203K +1,545 +34%
BFG
635
Barber Financial Group
Kansas
$796K -$4.79M -36,848 -86%
SMG
636
Smart Money Group
Texas
$796K -$2.69M -20,712 -77%
CAWM
637
Capital Advisors Wealth Management
Washington
$792K +$792K +6,086 New
OBWG
638
Onyx Bridge Wealth Group
New York
$792K +$792K +6,091 New
TAM
639
Townsend Asset Management
North Carolina
$790K +$4.29K +33 +0.5%
KA
640
Kovack Advisors
Florida
$787K -$1.19M -9,173 -60%
GIA
641
Goodwin Investment Advisory
Georgia
$787K -$89.3K -686 -10%
CAM
642
Cidel Asset Management
Ontario, Canada
$785K -$1.18M
GWM
643
Greenwich Wealth Management
Connecticut
$780K +$780K +5,997 New
VAM
644
Verity Asset Management
North Carolina
$769K +$262K +2,017 +52%
CCA
645
Catalyst Capital Advisors
New York
$767K
TCM
646
Teza Capital Management
Illinois
$767K
GIP
647
Greatmark Investment Partners
Georgia
$759K -$104K -800 -12%
AA
648
ACT Advisors
North Carolina
$754K -$154K -1,174 -17%
MSFS
649
Main Street Financial Solutions
Pennsylvania
$754K -$1.04K -8 -0.1%
PP
650
Prosperity Planning
Missouri
$753K -$1.01M