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 %
LWM
751
Liberty Wealth Management
California
$274K +$274K +2,502 New
JC
752
Jentner Corp
Ohio
$274K
JAG
753
Journey Advisory Group
Kentucky
$273K -$20.4K -186 -7%
FHA
754
Flagship Harbor Advisors
Massachusetts
$273K +$110 +1 +0%
JIC
755
Joel Isaacson & Co
New York
$270K +$55.4K +505 +26%
EAM
756
Empirical Asset Management
Massachusetts
$268K -$47.8K -436 -15%
FPGK
757
Financial Partners Group (Kansas)
Kansas
$268K +$268K +2,441 New
FCCM
758
First City Capital Management
Georgia
$267K
HIC
759
Holderness Investments Company
North Carolina
$267K +$767 +7 +0.3%
DBIA
760
Dumont & Blake Investment Advisors
New Jersey
$267K -$70K -640 -21%
MRC
761
Millburn Ridgefield Corp
New York
$267K +$87.3K +796 +49%
GAM
762
Grandview Asset Management
Pennsylvania
$266K +$219 +2 +0.1%
SP
763
SWS Partners
Ohio
$265K +$265K +2,417 New
AAM
764
Ameraudi Asset Management
New York
$265K +$40.8K +372 +18%
GIP
765
Greatmark Investment Partners
Georgia
$264K
BA
766
Ballew Advisors
Mississippi
$264K +$108 +1 +0%
BFG
767
Berger Financial Group
Minnesota
$263K +$263K +2,398 New
CB
768
CNB Bank
Pennsylvania
$259K +$29K +265 +13%
LCM
769
LCM Capital Management
Illinois
$259K
BIA
770
BHK Investment Advisors
Alabama
$258K +$1.75K +16 +0.7%
LG
771
LaFleur & Godfrey
Michigan
$257K
OPWM
772
Oxinas Partners Wealth Management
Indiana
$257K +$7.56K +69 +3%
LPAM
773
Lodestar Private Asset Management
California
$257K -$157K -1,434 -38%
JWCA
774
J.W. Coons Advisors
Ohio
$256K -$10.4K -95 -4%
RSC
775
Red Spruce Capital
Pennsylvania
$254K