LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,067 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 369 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+28
Holders Change %
+2.69%
% of All Funds
14.2%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.04%
New
158
Increased
369
Reduced
389
Closed
106
Calls
$3.85B
Puts
$2.8B
Net Calls
+$1.05B
Net Calls Change
+$850M
Name Holding Trade Value Shares
Change
Shares
Change %
Group One Trading
676
Group One Trading
Illinois
$525K +$525K +4,915 New
MAG
677
M3 Advisory Group
Massachusetts
$520K
HWM
678
Hohimer Wealth Management
Washington
$516K +$516K +4,827 New
PPC
679
Park Place Capital
Alabama
$516K -$518K -4,850 -50%
AA
680
AlphaMark Advisors
Kentucky
$512K +$82.8K +775 +19%
TIA
681
Tiemann Investment Advisors
California
$510K -$107 -1 -0%
GIA
682
Gladstone Institutional Advisory
Florida
$510K -$97.6K -914 -16%
SWIM
683
Smallwood Wealth Investment Management
New Jersey
$508K -$16.9K -158 -3%
BPC
684
Banque Pictet & Cie
Switzerland
$507K
BF
685
BOK Financial
Oklahoma
$501K -$48.7K -462 -9%
FDW
686
Fourth Dimension Wealth
Ohio
$499K +$499K +4,670 New
IAIM
687
International Assets Investment Management
Florida
$497K -$50.8M -475,505 -99%
Fiera Capital (Canada)
688
Fiera Capital (Canada)
Quebec, Canada
$495K
FA
689
Forefront Analytics
Pennsylvania
$495K -$3.2M -29,938 -87%
SOS
690
Silver Oak Securities
Tennessee
$492K +$23.7K +221 +5%
CSP
691
Cary Street Partners
Virginia
$492K +$492K +32,379 New
JWCA
692
J.W. Coons Advisors
Ohio
$490K +$40.1K +375 +9%
IBOK
693
Independence Bank of Kentucky
Kentucky
$487K -$66.8K -625 -12%
PCM
694
Palouse Capital Management
Washington
$484K -$66.6K -623 -12%
PWG
695
Portside Wealth Group
Utah
$478K -$145K -1,356 -23%
APWA
696
Atlas Private Wealth Advisors
New Jersey
$477K -$219K -2,050 -31%
BFG
697
Berger Financial Group
Minnesota
$472K -$166K -1,558 -26%
DC
698
Davenport & Co
Virginia
$471K +$192K +1,800 +69%
MWM
699
Modera Wealth Management
New Jersey
$469K -$58.6K -548 -11%
IFPL
700
Investments & Financial Planning LLC
Kentucky
$466K -$1.28K -12 -0.3%