LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,074 hedge funds and large institutions have $41.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 374 increasing their positions, 486 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
-77
Holders Change %
-6.69%
% of All Funds
18.91%
Holding in Top 10
108
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-36.09%
% of All Funds
1.9%
New
71
Increased
374
Reduced
486
Closed
134
Calls
$2.78B
Puts
$7.93B
Net Calls
-$5.15B
Net Calls Change
-$2.81B
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
176
Bar Harbor Wealth Management
New Hampshire
$12.3M +$1.52M +11,655 +14%
RIM
177
Redwood Investment Management
Arizona
$12.3M -$73K -561 -0.6%
MD
178
Money Design
Japan
$12.2M +$1.24M +9,548 +11%
CFP
179
Curran Financial Partners
South Carolina
$12.1M +$5.73M +44,081 +90%
ASN
180
Advisory Services Network
Georgia
$12.1M +$1.14M +8,743 +10%
TLFA
181
True Link Financial Advisors
California
$12.1M +$1.96M +15,106 +19%
MWA
182
MFA Wealth Advisors
Pennsylvania
$12M +$2.33M +17,925 +24%
SAG
183
Spotlight Asset Group
Illinois
$11.9M -$871K -6,695 -7%
SAM
184
Securian Asset Management
Minnesota
$11.7M
TCM
185
Twele Capital Management
Minnesota
$11.7M +$155K +1,189 +1%
SHIM
186
Stone House Investment Management
Pennsylvania
$11.7M
Cerity Partners
187
Cerity Partners
New York
$11.6M +$4.85M +37,282 +72%
V
188
Veritable
Delaware
$11.6M +$3.84M +29,552 +49%
IWP
189
Insight Wealth Partners
Texas
$11.6M +$1.81M +13,900 +19%
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$11.5M +$11.5M +88,494 New
VCM
191
Vision Capital Management
Oregon
$11.5M +$699K +5,374 +6%
HCM
192
Hudson Capital Management
New Jersey
$11.2M -$2.04M -15,667 -15%
SI
193
Stephens Inc
Arkansas
$11.1M +$5.32M +40,882 +91%
SF
194
Synovus Financial
Georgia
$10.7M -$2.03M -15,594 -16%
RWG
195
Regal Wealth Group
California
$10.7M +$205K +1,573 +2%
GM
196
GeoWealth Management
Illinois
$10.6M +$3.01M +23,156 +40%
FCA
197
FLC Capital Advisors
California
$10.5M -$2.8M -21,503 -21%
TD Asset Management
198
TD Asset Management
Ontario, Canada
$10.4M +$5.27M +40,545 +102%
WB
199
WesBanco Bank
West Virginia
$10.4M +$10.4M +79,937 New
AIM
200
Astor Investment Management
Illinois
$10.3M -$188K -1,442 -2%