LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,067 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 369 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+28
Holders Change %
+2.69%
% of All Funds
14.2%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.04%
New
158
Increased
369
Reduced
389
Closed
106
Calls
$3.85B
Puts
$2.8B
Net Calls
+$1.05B
Net Calls Change
+$850M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
851
SOA Wealth Advisors
New York
$219K +$2.89K +27 +1%
CSC
852
Caldwell Sutter Capital
California
$218K
VCWM
853
Vista Cima Wealth Management
Arizona
$218K +$218K +2,036 New
PIA
854
Powell Investment Advisors
Florida
$217K +$3.1K +29 +1%
BAM
855
Berkshire Asset Management
Pennsylvania
$215K
TSW
856
Thompson Siegel & Walmsley
Virginia
$214K -$16.1K -150 -7%
SFS
857
Security Financial Services
Indiana
$212K -$106K -995 -33%
RFO
858
RiverGlades Family Offices
Florida
$212K -$36.3K -340 -15%
GSWM
859
Golden State Wealth Management
California
$211K +$211K +1,979 New
CIBC World Market
860
CIBC World Market
Ontario, Canada
$210K +$210K +1,964 New
GAA
861
Global Assets Advisory
Florida
$209K -$311K -2,913 -60%
KFI
862
Key Financial Inc
Pennsylvania
$209K
CMMS
863
Comprehensive Money Management Services
Florida
$208K +$208K +1,950 New
AC
864
Addison Capital
Pennsylvania
$208K -$127K -1,191 -38%
1SB
865
1ST Source Bank
Indiana
$207K -$94.2K -882 -31%
AA
866
Ancora Advisors
Ohio
$207K -$748 -7 -0.4%
CPRC
867
Consolidated Portfolio Review Corp
New York
$206K -$11.9K -111 -5%
BFA
868
Brendel Financial Advisors
New Hampshire
$204K +$204K +1,910 New
HI
869
Hudock Inc
Pennsylvania
$204K +$204K +1,908 New
BPCE
870
Bank Pictet & Cie (Europe)
Germany
$204K +$204K +1,907 New
FF
871
Finley Financial
Nevada
$202K +$202K +1,900 New
AA
872
Advisory Alpha
Michigan
$202K -$47.8K -447 -19%
PA
873
Procyon Advisors
Connecticut
$201K +$1.82K +17 +0.9%
CB
874
CNB Bank
Pennsylvania
$199K -$16.8K -157 -8%
PBK
875
Peoples Bank (Kansas)
Kansas
$199K -$244K -2,285 -55%