LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,048 hedge funds and large institutions have $30B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 437 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-48
Holders Change %
-4.38%
% of All Funds
15.19%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.22%
New
99
Increased
375
Reduced
437
Closed
133
Calls
$4.28B
Puts
$4.16B
Net Calls
+$118M
Net Calls Change
+$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
WW
126
Westshore Wealth
California
$21.4M +$1.57M +14,431 +8%
MAG
127
Members Advisory Group
New York
$21.3M +$691K +6,345 +3%
WS
128
Wela Strategies
Georgia
$21.2M +$990K +9,085 +5%
SSA
129
Schonfeld Strategic Advisors
New York
$21.1M -$22.4M -205,607 -51%
RIA
130
Regal Investment Advisors
Michigan
$20.8M +$348K +3,195 +2%
FWIA
131
Fort Washington Investment Advisors
Ohio
$20M -$27.2K -250 -0.1%
BBVA
132
Banco Bilbao Vizcaya Argentaria
Spain
$20M +$1.67M +15,412 +9%
IHWM
133
Iron Horse Wealth Management
Iowa
$19.7M +$1.75M +16,055 +10%
TPCW
134
TD Private Client Wealth
New York
$19.4M +$1.77M +16,232 +10%
NA
135
NewEdge Advisors
Louisiana
$19.3M +$3.62M +33,217 +23%
AIMC
136
Alley Investment Management Company
Illinois
$19.1M +$478K +4,385 +3%
NMFM
137
National Mutual Funds Management
Australia
$18.9M +$4M +36,686 +27%
CI Investments Inc
138
CI Investments Inc
Ontario, Canada
$18.7M +$4.36K +40 +0%
GC
139
Guggenheim Capital
Illinois
$18.5M -$66.2K -608 -0.4%
HH
140
Hilltop Holdings
Texas
$18M +$237K +2,180 +1%
ZIM
141
Zacks Investment Management
Illinois
$17.9M +$7.77M +71,348 +77%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$17.8M -$29.5M -270,712 -62%
MBTD
143
Mechanics Bank - Trust Department
California
$17.6M -$1.68M -15,460 -9%
5SA
144
5th Street Advisors
Connecticut
$17.4M +$762K +6,994 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.4M +$12.8M +117,950 +359%
UCFA
146
United Capital Financial Advisors
Texas
$16.4M -$22.7M -208,722 -58%
SIM
147
SSI Investment Management
California
$16.4M +$388K +3,565 +2%
CCM
148
Canal Capital Management
Virginia
$16.3M +$13.4M +123,372 +464%
KWM
149
Kingsview Wealth Management
Oregon
$16.2M +$698K +6,411 +5%
B
150
Barings
North Carolina
$16.1M -$65.1M -598,000 -80%