LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,008 hedge funds and large institutions have $31.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 368 increasing their positions, 372 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
15.9%
Holding in Top 10
99
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.48%
% of All Funds
1.56%
New
112
Increased
368
Reduced
372
Closed
98
Calls
$1.21B
Puts
$3.21B
Net Calls
-$2B
Net Calls Change
+$2.95B
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
701
Avidian Wealth Enterprises
Texas
$398K +$103K +952 +35%
SAM
702
Sawgrass Asset Management
Florida
$396K
BWA
703
BDO Wealth Advisors
Florida
$390K -$16.2K -150 -4%
AGM
704
Alpine Global Management
New York
$389K +$389K +3,595 New
AWA
705
Aquire Wealth Advisors
Utah
$389K -$41.1K -380 -10%
CSB
706
City State Bank
Iowa
$388K +$97.3K +900 +33%
SB
707
Strategic Blueprint
Georgia
$380K -$11.1K -103 -3%
CIAS
708
Capital Investment Advisory Services
North Carolina
$377K -$25.7K -238 -6%
HA
709
Herold Advisors
New York
$375K +$375K +3,464 New
HTC
710
Haverford Trust Company
Pennsylvania
$373K
BTWM
711
Baker Tilly Wealth Management
Wisconsin
$367K -$58.2K -538 -14%
1SB
712
1ST Source Bank
Indiana
$366K +$20K +185 +6%
FA
713
Fountainhead AM
New Jersey
$363K +$363K +3,360 New
GCA
714
Guardian Capital Advisors
Ontario, Canada
$363K +$86K +800 +31%
AIC
715
Archer Investment Corporation
Indiana
$363K -$11.7K -108 -3%
SPW
716
Surience Private Wealth
Washington
$361K -$2.86M -26,486 -89%
PMG
717
ProVise Management Group
Florida
$360K -$70.9K -656 -16%
SS
718
Simplicity Solutions
Minnesota
$356K +$356K +3,288 New
KCM
719
Kanawha Capital Management
Virginia
$355K
IP
720
Ignite Planners
California
$354K -$76.1K -721 -18%
GFPC
721
Global Financial Private Client
Florida
$351K +$211K +1,961 +151%
KWA
722
Kellett Wealth Advisors
Ohio
$348K
LWM
723
Laidlaw Wealth Management
New York
$347K +$28.7K +265 +9%
JPLA
724
Joseph P. Lucia & Associates
New York
$347K
AT
725
American Trust
Kentucky
$346K +$346K +3,195 New