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 %
OIA
176
OneDigital Investment Advisors
Kansas
$13.1M -$10.4M -95,609 -44%
QC
177
Quadrature Capital
United Kingdom
$12.9M +$12.9M +118,501 New
NWM
178
Northcape Wealth Management
New York
$12.7M +$103K +949 +0.8%
KAS
179
Kestra Advisory Services
Texas
$12.3M +$2.16M +19,867 +21%
BPGAM
180
BTG Pactual Global Asset Management
Bermuda
$12.3M +$12.3M +112,540 New
OMC
181
Old Mission Capital
Illinois
$12.1M +$5.14M +47,221 +74%
JRCM
182
Jones Road Capital Management
New York
$11.9M +$8.5K +78 +0.1%
BHB
183
Bank Hapoalim BM
Israel
$11.8M -$8.53M
Daiwa Securities Group
184
Daiwa Securities Group
Japan
$11.8M +$247K +2,270 +2%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$11.7M -$2.18M -19,981 -16%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$11.6M -$36.8M -337,855 -76%
KP
187
Keel Point
Alabama
$11M +$994K +9,124 +10%
BCC
188
Bain Capital Credit
Massachusetts
$10.9M
Macquarie Group
189
Macquarie Group
Australia
$10.9M +$3.86M +35,404 +55%
AC
190
Allstate Corporation
Illinois
$10.9M -$16.5M -151,090 -60%
MIM
191
MetLife Investment Management
New Jersey
$10.5M +$6.08M +55,800 +137%
SMI
192
Shelter Mutual Insurance
Missouri
$10.4M
LA
193
Lifeworks Advisors
Michigan
$10.4M +$2.25M +20,686 +28%
CFGS
194
Concourse Financial Group Securities
Alabama
$10.3M -$2.24M -20,610 -18%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$10.3M -$8.83M -81,068 -46%
GAM
196
Gotham Asset Management
New York
$10.2M +$10.2M +93,930 New
HCM
197
HMS Capital Management
Tennessee
$10.2M +$178K +1,632 +2%
AWMT
198
AAFMAA Wealth Management & Trust
North Carolina
$10.2M +$1.2M +11,016 +13%
PBF
199
Petix & Botte Financial
California
$10.1M +$10.1M +93,163 New
TDWM
200
Topel & Distasi Wealth Management
California
$10.1M +$1.64M +15,070 +19%