LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,005 hedge funds and large institutions have $32.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 336 increasing their positions, 402 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
16.09%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.71%
New
122
Increased
336
Reduced
402
Closed
110
Calls
$2.04B
Puts
$6.98B
Net Calls
-$4.95B
Net Calls Change
-$4.28B
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
676
Aquire Wealth Advisors
Utah
$436K +$7.02K +64 +2%
SSWM
677
Smith Salley Wealth Management
North Carolina
$435K -$117K -1,069 -21%
USCWA
678
U.S. Capital Wealth Advisors
Texas
$434K -$812K -7,404 -65%
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$431K -$5.04K -46 -1%
TWP
680
Tempus Wealth Planning
California
$426K
MFA
681
Mayflower Financial Advisors
Massachusetts
$426K -$34.3K -313 -7%
HCA
682
Harbour Capital Advisors
Virginia
$426K +$91.5K +835 +27%
NP
683
Nilsine Partners
Colorado
$423K +$423K +3,860 New
CPRC
684
Consolidated Portfolio Review Corp
New York
$419K +$419K +3,818 New
ICM
685
IMS Capital Management
Oregon
$417K
WAS
686
Wealth Advisory Solutions
Indiana
$412K -$277K -2,529 -40%
BWA
687
BDO Wealth Advisors
Florida
$412K -$926K -8,447 -69%
CIAS
688
Capital Investment Advisory Services
North Carolina
$409K +$6.14K +56 +2%
MSAGDF
689
Moneda SA Administradora General de Fondos
Chile
$408K -$129K -1,180 -24%
AF
690
Apexium Financial
Texas
$403K +$329 +3 +0.1%
SAM
691
Sawgrass Asset Management
Florida
$401K
SB
692
Strategic Blueprint
Georgia
$397K -$17.6K -161 -4%
FHA
693
First Horizon Advisors
Tennessee
$392K -$213K -1,942 -35%
CIA
694
Caerus Investment Advisors
Texas
$386K
HGERS
695
Householder Group Estate & Retirement Specialist
Arizona
$385K +$385K +3,513 New
AIC
696
Archer Investment Corporation
Indiana
$379K -$81.6K -744 -18%
FCBT
697
First Citizens Bank & Trust
North Carolina
$378K -$166K -1,519 -31%
HTC
698
Haverford Trust Company
Pennsylvania
$378K
Bank of Nova Scotia
699
Bank of Nova Scotia
Ontario, Canada
$374K -$14.6M -133,341 -98%
BB
700
Busey Bank
Illinois
$368K -$1.1K -10 -0.3%