LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M
Name Holding Trade Value Shares
Change
Shares
Change %
NEIRG
676
New England Investment & Retirement Group
Massachusetts
$531K -$59.5K -447 -10%
CFB
677
Cullen/Frost Bankers
Texas
$528K -$16K -120 -3%
1832 Asset Management
678
1832 Asset Management
Ontario, Canada
$526K -$12.1K -90 -2%
RG
679
Retirement Group
California
$524K -$16.4K -123 -3%
EI
680
Ellevest Inc
New York
$523K
JBA
681
Johnson Bixby & Associates
Washington
$522K -$666 -5 -0.1%
CIC
682
Carnegie Investment Counsel
Ohio
$518K
BFA
683
Beaumont Financial Advisors
Massachusetts
$517K +$250K +1,879 +94%
LPIC
684
LeJeune Puetz Investment Counsel
Michigan
$515K +$133 +1 +0%
APC
685
Aspire Private Capital
North Carolina
$514K -$50.1K -376 -9%
CCWA
686
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$511K +$13.4K +101 +3%
EFSCE
687
Enterprise Financial Services Corp (EFSC)
Missouri
$507K -$9.58K -72 -2%
PPP
688
Private Portfolio Partners
New Jersey
$507K -$83K -624 -14%
ICM
689
IMS Capital Management
Oregon
$506K
QAM
690
QCI Asset Management
New York
$503K
FM
691
Foster & Motley
Ohio
$501K
JSL
692
JT Stratford LLC
Georgia
$501K +$79.4K +596 +19%
CNBTD
693
Citizens National Bank Trust Department
Mississippi
$499K
CG
694
Cutler Group
California
$492K +$293K +2,200 +147%
EP
695
Eudaimonia Partners
Tennessee
$490K -$5.73K -43 -1%
WSFS
696
Wilmington Savings Fund Society
Delaware
$487K
TP
697
Tranquility Partners
Tennessee
$486K +$121K +911 +33%
BA
698
Ballew Advisors
Mississippi
$483K +$1.06K +8 +0.2%
KOC
699
Koss-Olinger Consulting
Florida
$483K +$23.3K +175 +5%
HWMA
700
Heritage Wealth Management (Arizona)
Arizona
$483K +$55.4K +416 +13%