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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,151 hedge funds and large institutions have $51.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 448 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+109
Holders Change %
+10.46%
% of All Funds
20.42%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3%
New
211
Increased
448
Reduced
337
Closed
81
Calls
$3.97B
Puts
$6.31B
Net Calls
-$2.34B
Net Calls Change
+$2.78B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.06B
2
Morgan Stanley
Morgan Stanley
New York
+$977M
3
Prudential Financial
Prudential Financial
New Jersey
+$578M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$538M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$394M

Top Sellers

1
RCM
Rokos Capital Management
United Kingdom
-$1.18B
2
PP
Prudential plc
United Kingdom
-$839M
3
UBS Group
UBS Group
Switzerland
-$596M
4
Citigroup
Citigroup
New York
-$428M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
226
Van Hulzen Asset Management
California
$11.8M -$440K -3,184 -4%
HI
227
Hudock Inc
Pennsylvania
$11.8M +$562K +4,066 +5%
SHIM
228
Stone House Investment Management
Pennsylvania
$11.7M +$2.25M +16,262 +24%
ASN
229
Advisory Services Network
Georgia
$11.6M +$326K +2,360 +3%
MD
230
Money Design
Japan
$11.6M -$8.92M -64,573 -43%
JIR
231
James Investment Research
Ohio
$11.5M -$1.41M -10,175 -11%
VCM
232
Vision Capital Management
Oregon
$11.5M +$2.68M +19,388 +30%
BHWM
233
Bar Harbor Wealth Management
New Hampshire
$11.4M +$1.17M +8,473 +11%
CWS
234
Cypress Wealth Services
California
$11.4M +$11.4M +82,539 New
RAM
235
Riggs Asset Management
Pennsylvania
$11.3M -$3.79M -27,404 -25%
Franklin Resources
236
Franklin Resources
California
$11.3M +$691 +5 +0%
APA
237
American Portfolios Advisors
New York
$11.2M -$1.68M -12,179 -13%
RWG
238
Regal Wealth Group
California
$11.2M +$3.69M +26,742 +49%
AFWM
239
AMJ Financial Wealth Management
Virginia
$11.1M +$11.1M +80,435 New
HCM
240
HMS Capital Management
Tennessee
$11.1M +$815K +5,897 +8%
AIM
241
Astor Investment Management
Illinois
$11.1M -$25.4M -183,773 -70%
OAP
242
One Advisory Partners
Kansas
$11M -$346K -2,508 -3%
SAMC
243
Spectrum Asset Management (California)
California
$10.9M +$4.96M +35,930 +83%
MCWS
244
McKinley Carter Wealth Services
West Virginia
$10.8M +$10.8M +78,517 New
MTWSIF
245
Mivtachim The Workers Social Insurance Fund
Israel
$10.8M -$31.1M -225,000 -74%
TLFA
246
True Link Financial Advisors
California
$10.8M +$10.8M +77,895 New
DWM
247
Darwin Wealth Management
Florida
$10.7M -$4.74M -34,311 -31%
KFP
248
KMG Fiduciary Partners
Ohio
$10.6M +$72.5K +529 +0.7%
ANTB
249
AMG National Trust Bank
Colorado
$10.6M +$296K +2,140 +3%
CAG
250
Csenge Advisory Group
Florida
$10.5M -$1.04M -7,556 -9%
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