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 %
1IA
676
1834 Investment Advisors
Wisconsin
$669K +$780 +6 +0.1%
CAAS
677
Capital Asset Advisory Services
Michigan
$664K -$1.14M -8,749 -63%
MAM
678
MMA Asset Management
Pennsylvania
$664K -$15.6K -120 -2%
CGFA
679
Colton Groome Financial Advisors
North Carolina
$663K -$30K -231 -4%
MRC
680
Millburn Ridgefield Corp
New York
$661K -$70.2K -540 -10%
SCM
681
Symons Capital Management
Pennsylvania
$661K -$29.9K -230 -4%
GA
682
Greytown Advisors
Florida
$659K +$659K +5,065 New
COCM
683
Charter Oak Capital Management
New Hampshire
$658K -$6.37K -49 -1%
GFPC
684
Global Financial Private Client
Florida
$657K +$196K +1,498 +42%
FWP
685
Firethorn Wealth Partners
Georgia
$652K -$1.17M -9,010 -64%
DC
686
Davenport & Co
Virginia
$652K -$83.4K -641 -11%
JWCA
687
J.W. Coons Advisors
Ohio
$652K +$148K +1,140 +29%
BAM
688
Bruderman Asset Management
New York
$633K -$90.7K -698 -13%
DA
689
Doliver Advisors
Texas
$621K +$621K +4,775 New
RI
690
Ridgewood Investments
New Jersey
$615K +$215K +1,653 +54%
NAMM
691
NorthStar Asset Management (Massachusetts)
Massachusetts
$612K +$612K +4,707 New
FT
692
Fiduciary Trust
Massachusetts
$611K -$36.4K -280 -6%
UIA
693
UBP Investment Advisors
Switzerland
$610K
CFA
694
Carroll Financial Associates
North Carolina
$607K +$88.4K +680 +17%
ST
695
Sabal Trust
Florida
$602K +$265K +2,036 +79%
V
696
VeraBank
Texas
$601K
CIAS
697
Capital Investment Advisory Services
North Carolina
$593K +$33.6K +258 +6%
GWM
698
Geneos Wealth Management
Colorado
$592K -$32.6K -249 -5%
RG
699
Retirement Group
California
$584K +$4.55K +35 +0.8%
PA
700
Procyon Advisors
Connecticut
$584K +$13K +100 +2%