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 %
FHC
801
First Heartland Consultants
Missouri
$243K +$243K +2,378 New
DC
802
Davenport & Co
Virginia
$243K -$3.67K -36 -1%
CT
803
Colonial Trust
South Carolina
$241K +$86.4K +847 +56%
JAG
804
Journey Advisory Group
Kentucky
$241K
LG
805
LaFleur & Godfrey
Michigan
$239K
JWCA
806
J.W. Coons Advisors
Ohio
$238K
VCM
807
Verde Capital Management
Michigan
$238K +$25.9K +254 +12%
GAM
808
Grandview Asset Management
Pennsylvania
$237K +$237K +2,321 New
BPCE
809
Bank Pictet & Cie (Europe)
Germany
$234K
NRC
810
New Republic Capital
North Carolina
$234K +$65.2K +639 +39%
RSC
811
Red Spruce Capital
Pennsylvania
$233K -$2.65K -26 -1%
OPWM
812
Oxinas Partners Wealth Management
Indiana
$233K -$3.16K -31 -1%
KCM
813
Kanawha Capital Management
Virginia
$233K -$102K -1,000 -30%
MIS
814
Morningstar Investment Services
Illinois
$233K +$233K +2,276 New
FHA
815
Flagship Harbor Advisors
Massachusetts
$233K -$25K -245 -10%
CD
816
Chapin Davis
Maryland
$232K +$102 +1 +0%
FWM
817
Finer Wealth Management
Massachusetts
$231K -$54.3K -532 -19%
CF
818
Centaurus Financial
California
$229K +$96.9K +948 +73%
WAG
819
Wallace Advisory Group
California
$228K
TYCC
820
Texas Yale Capital Corp
Florida
$225K
OCPWS
821
One Charles Private Wealth Services
Massachusetts
$224K +$224K +2,192 New
CIBC World Market
822
CIBC World Market
Ontario, Canada
$222K +$222K +2,177 New
PM
823
Pharo Management
New York
$221K -$33.5M -328,283 -99%
SFO
824
Stokes Family Office
Louisiana
$220K -$42K -412 -16%
WE
825
Wealth Effects
Massachusetts
$219K