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 %
LWL
151
Leo Wealth LLC
Texas
$15.8M -$715K -6,627 -4%
SEI Investments
152
SEI Investments
Pennsylvania
$15.7M -$34.3M -315,282 -69%
SIM
153
Stratos Investment Management
Ohio
$15.6M +$2.17M +19,947 +16%
FDP
154
Financiere des Professionnels
Quebec, Canada
$15.5M +$9.96M +91,400 +179%
PCIA
155
Prime Capital Investment Advisors
Kansas
$15.5M +$1.65M +15,173 +12%
WSTAM
156
Wilbanks Smith & Thomas Asset Management
Virginia
$15M +$2.63M +24,152 +21%
SWP
157
Strategic Wealth Partners
Ohio
$14.8M +$1.58M +14,480 +12%
Betterment LLC
158
Betterment LLC
New York
$14.8M -$111K -1,017 -0.7%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$4.59M +42,179 +45%
FBB
160
Fulton Breakefield Broenniman
Maryland
$14.7M -$1.89M -17,307 -11%
TD Asset Management
161
TD Asset Management
Ontario, Canada
$14.7M -$581K -5,337 -4%
IWM
162
IHT Wealth Management
Illinois
$14.7M -$282K -2,591 -2%
EH
163
Equitable Holdings
New York
$14.6M +$1.36M +12,455 +10%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$14.6M +$2.81M +25,770 +24%
VCM
165
Vision Capital Management
Oregon
$14.5M +$416K +3,817 +3%
DI
166
DDFG Inc
California
$14.4M +$496K +4,555 +4%
WB
167
WesBanco Bank
West Virginia
$14.3M +$9.75M +89,549 +213%
CA
168
Cresta Advisors
Texas
$14.1M +$172K +1,575 +1%
AIG
169
American International Group
New York
$13.8M
SC
170
Scotia Capital
Ontario, Canada
$13.8M +$2.67M +24,473 +24%
TW
171
Trajan Wealth
Arizona
$13.7M +$13.7M +126,179 New
IAN
172
Integrated Advisors Network
Texas
$13.7M +$5.46M +50,143 +66%
Renaissance Technologies
173
Renaissance Technologies
New York
$13.6M +$13.6M +125,000 New
US Bancorp
174
US Bancorp
Minnesota
$13.5M -$8.74M -80,250 -39%
PP
175
Passaic Partners
New Jersey
$13.3M +$13.3M +121,847 New