LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 hedge funds and large institutions have $28.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 373 increasing their positions, 367 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+18
Holders Change %
+1.79%
% of All Funds
16.36%
Holding in Top 10
91
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.08%
% of All Funds
1.45%
New
137
Increased
373
Reduced
367
Closed
103
Calls
$1.66B
Puts
$1.97B
Net Calls
-$311M
Net Calls Change
+$1.69B
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
751
Aquire Wealth Advisors
Utah
$306K -$61.1K -599 -17%
WAP
752
Wealthcare Advisory Partners
Pennsylvania
$300K -$8.37K -82 -3%
HIP
753
HUB Investment Partners
Texas
$299K +$299K +2,931 New
CWM
754
Cornerstone Wealth Management
Missouri
$295K -$558K -5,472 -65%
FT
755
Fiduciary Trust
Massachusetts
$294K +$5.61K +55 +2%
SSWM
756
Strait & Sound Wealth Management
California
$292K +$19.7K +193 +7%
SBIA
757
Sheaff Brock Investment Advisors
Indiana
$291K
DA
758
Detalus Advisors
Missouri
$291K +$65.1K +638 +29%
NP
759
Nilsine Partners
Colorado
$291K -$10.2K -100 -3%
MFA
760
Mayflower Financial Advisors
Massachusetts
$288K -$108K -1,057 -27%
KWM
761
Keebeck Wealth Management
Illinois
$286K +$286K +2,804 New
VCA
762
Verdence Capital Advisors
Maryland
$282K +$25.4K +249 +10%
CAL
763
Capital Analysts LLC
Pennsylvania
$280K +$267K +2,615 +2,075%
BWM
764
BCS Wealth Management
Tennessee
$275K +$275K +2,695 New
RFO
765
RiverGlades Family Offices
Florida
$272K +$6.12K +60 +2%
AF
766
Apexium Financial
Texas
$271K -$104K -1,020 -28%
GLA
767
Good Life Advisors
Pennsylvania
$270K +$2.45K +24 +0.9%
CWM
768
Connecticut Wealth Management
Connecticut
$268K +$268K +2,630 New
CFB
769
Cullen/Frost Bankers
Texas
$267K -$2.76K -27 -1%
PIA
770
Powell Investment Advisors
Florida
$266K +$2.65K +26 +1%
MWM
771
Maripau Wealth Management
Indiana
$265K +$265K +2,595 New
T
772
TRUADVICE
Florida
$265K -$16.7K -163 -6%
WAM
773
Walker Asset Management
Missouri
$264K -$102 -1 -0%
KFI
774
Key Financial Inc
Pennsylvania
$261K
OAM
775
Occidental Asset Management
California
$260K -$321K -3,150 -55%