LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,079 hedge funds and large institutions have $32.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 302 increasing their positions, 483 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-50
Holders Change %
-4.43%
% of All Funds
17.08%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.11%
New
118
Increased
302
Reduced
483
Closed
157
Calls
$2.65B
Puts
$13B
Net Calls
-$10.3B
Net Calls Change
-$6.95B
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
851
Sterling Investment Counsel
New York
$223K -$55.1K -456 -20%
CWM
852
Cabot Wealth Management
Massachusetts
$222K -$899K -7,424 -80%
WMA
853
West Michigan Advisors
Michigan
$222K +$222K +1,839 New
AWS
854
AJ Wealth Strategies
New York
$221K +$221K +1,831 New
D
855
Diversified
Delaware
$219K -$25.2K -209 -10%
SP
856
Successful Portfolios
Florida
$218K -$24.7K -204 -10%
KA
857
Kovack Advisors
Florida
$217K -$54.8K -454 -20%
BCMLT
858
Beacon Capital Management LLC (Tennessee)
Tennessee
$217K +$217K +1,795 New
MHR
859
Matthew Hamilton Rosenberg
$216K -$42.8K -353 -17%
VFA
860
Valeo Financial Advisors
Indiana
$216K +$216K +1,788 New
BCA
861
Bay Colony Advisors
Massachusetts
$215K -$34.8K -288 -14%
FFG
862
Fullen Financial Group
Ohio
$214K +$845 +7 +0.4%
SFG
863
Summit Financial Group
West Virginia
$213K
DSN
864
D. Scott Neal
Kentucky
$213K
IWN
865
Independent Wealth Network
Iowa
$211K -$205K -1,697 -49%
SG
866
Strid Group
Pennsylvania
$210K +$210K +1,735 New
TCM
867
Triumph Capital Management
Colorado
$209K +$2.3K +19 +1%
CFS
868
CRA Financial Services
New Jersey
$209K +$9.56K +79 +5%
LWM
869
Liberty Wealth Management
California
$209K +$209K +1,735 New
TC
870
TownSquare Capital
Utah
$207K -$14.6M -120,649 -99%
DZ Bank
871
DZ Bank
Germany
$206K
Kayne Anderson Rudnick Investment Management
872
Kayne Anderson Rudnick Investment Management
California
$205K +$485 +4 +0.2%
CFD
873
Creative Financial Designs
Indiana
$204K -$3.03K -25 -1%
HL
874
HeadInvest LLC
Maine
$201K
CHA
875
Carmichael Hill & Associates
Maryland
$196K -$95K -786 -33%