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 %
5SA
201
5th Street Advisors
Connecticut
$8.45M +$8.45M +80,141 New
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$8.13M -$592K -5,615 -7%
CFP
203
Curran Financial Partners
South Carolina
$8.1M -$7.12M -67,551 -47%
EWA
204
Exencial Wealth Advisors
Oklahoma
$8.04M +$1.03M +9,737 +15%
EIP
205
Easterly Investment Partners
Massachusetts
$8.04M +$1.79K +17 +0%
BBA
206
BLB&B Advisors
Pennsylvania
$7.92M -$871K -8,262 -10%
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$7.83M +$5.78M +54,826 +282%
WHG
208
Westwood Holdings Group
Texas
$7.76M +$505K +4,794 +7%
TCM
209
Towercrest Capital Management
Pennsylvania
$7.7M -$81.5K -773 -1%
DCM
210
Donaldson Capital Management
Indiana
$7.7M -$41.3K -392 -0.5%
RC
211
Rovin Capital
Arizona
$7.62M +$5.86M +55,538 +331%
Millennium Management
212
Millennium Management
New York
$7.53M -$95.1M -901,749 -93%
Amundi
213
Amundi
France
$7.52M +$7.52M +68,600 New
AllianceBernstein
214
AllianceBernstein
Tennessee
$7.5M
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$7.5M +$2.77M +26,288 +59%
PGFC
216
Peapack-Gladstone Financial Corp
New Jersey
$7.41M +$2.43M +23,071 +49%
CCA
217
Cobblestone Capital Advisors
New York
$7.34M +$6.52M +61,875 +801%
PP
218
Paloma Partners
Connecticut
$7.34M -$5.84M -55,426 -44%
SI
219
Stephens Inc
Arkansas
$7.32M +$2.27M +21,577 +45%
IWP
220
Insight Wealth Partners
Texas
$7.2M +$2.58M +24,518 +56%
MCM
221
Monument Capital Management
Virginia
$7.11M +$4.8M +45,525 +208%
IFA
222
Interactive Financial Advisors
Illinois
$7.03M +$710K +6,736 +11%
SFG
223
SevenBridge Financial Group
Pennsylvania
$6.93M +$2.4M +22,744 +53%
JF
224
Joule Financial
Kentucky
$6.92M +$3.58M +33,932 +107%
LJAC
225
L.J. Altfest & Co
New York
$6.92M +$6.92M +65,594 New