LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,017 hedge funds and large institutions have $33.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 286 increasing their positions, 411 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+32
Holders Change %
+3.25%
% of All Funds
16.41%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.57%
New
182
Increased
286
Reduced
411
Closed
122
Calls
$1.44B
Puts
$2.1B
Net Calls
-$667M
Net Calls Change
+$2.85B
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
901
Matthew Hamilton Rosenberg
$53.3K
CIA
902
Choate Investment Advisors
Massachusetts
$52.7K
SIC
903
Salem Investment Counselors
North Carolina
$52.3K +$843 +8 +2%
EWM
904
Endurance Wealth Management
Rhode Island
$50K +$20.1K +190 +67%
CTA
905
Colonial Trust Advisors
South Carolina
$48.9K
FPB
906
First PREMIER Bank
South Dakota
$47K
EW
907
Element Wealth
Mississippi
$46.4K +$5.8K +55 +14%
RTL
908
Red Tortoise LLC
Georgia
$45.9K +$45.9K +435 New
NFSG
909
Newbridge Financial Services Group
Florida
$45.8K -$5.59K -53 -11%
SIS
910
Sound Income Strategies
Florida
$45.8K -$211 -2 -0.5%
WWM
911
Wagner Wealth Management
South Carolina
$45.5K +$40K +379 +715%
HNWAG
912
High Net Worth Advisory Group
Florida
$44.5K
OSNBOA
913
Old Second National Bank of Aurora
Illinois
$44.3K
TA
914
Tectonic Advisors
Texas
$42.2K +$42.2K +400 New
TCOV
915
Trust Company of Vermont
Vermont
$42.1K -$245K -2,323 -85%
HBW
916
Hazlett, Burt & Watson
West Virginia
$42K +$521 +5 +1%
CG
917
Cutler Group
California
$41K +$41K +395 New
TAM
918
Tucker Asset Management
Colorado
$40.7K +$37.6K +354 +1,180%
FA
919
Fortis Advisors
Pennsylvania
$40.5K +$33.8K +320 +500%
LWP
920
Lumature Wealth Partners
Georgia
$40.2K -$149K -1,414 -79%
GC
921
Gould Capital
Washington
$39.7K
GI
922
Gradient Investments
Minnesota
$39.6K -$39.5K -375 -50%
WT
923
Washington Trust
Rhode Island
$39.3K -$94.9K -900 -71%
AIM
924
Anchor Investment Management
South Carolina
$38.3K -$36K -341 -48%
CA
925
Centerpoint Advisors
Massachusetts
$38K +$19.6K +187 +107%