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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M

Top Buyers

1
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$1.06B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$786M
4
NI
NYL Investors
New York
$513M
5
Ameriprise
Ameriprise
Minnesota
$1.38B

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$498M
2
BlackRock
BlackRock
New York
$1.48B
3
Morgan Stanley
Morgan Stanley
New York
$1.59B
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$4.15M
5
AIMU
Allianz Investment Management US
Minnesota
$861M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
226
MA Private Wealth
California
$7.2M +$1.39M +10,459 +24%
EA
227
Emerald Advisors
Washington
$7.18M +$266K +1,998 +4%
PI
228
PFS Investments
Georgia
$7.15M -$559K -4,156 -7%
CAG
229
Csenge Advisory Group
Florida
$7.11M +$544K +4,071 +8%
GM
230
GeoWealth Management
Illinois
$7.06M -$2.95M -22,202 -30%
RIM
231
Redwood Investment Management
Arizona
$7.02M +$306K +2,302 +5%
CFAM
232
Center For Asset Management
Florida
$6.99M +$302K +2,270 +5%
ISWM
233
Independent Solutions Wealth Management
New York
$6.86M -$461K -3,465 -6%
FNBOSM
234
First National Bank of South Miami
Florida
$6.84M +$121K +913 +2%
MCM
235
Maryland Capital Management
Maryland
$6.83M +$316K +2,372 +5%
NW
236
NewEdge Wealth
Pennsylvania
$6.81M +$485K +3,644 +8%
CIAS
237
CFS Investment Advisory Services
New Jersey
$6.72M +$6.72M +50,504 New
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$6.68M +$527K +3,962 +9%
ACA
239
Anchor Capital Advisors
Massachusetts
$6.63M +$344K +2,585 +5%
KCM
240
Karp Capital Management
California
$6.61M -$1.28M -9,627 -16%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$6.41M -$1.28M -9,604 -17%
SCP
242
Silverleafe Capital Partners
Tennessee
$6.4M +$107K +803 +2%
SWP
243
Summit Wealth Partners
Florida
$6.37M +$63.2K +475 +1%
FRA
244
Frank Rimerman Advisors
California
$6.3M +$76.4K +574 +1%
Sumitomo Mitsui Trust Group
245
Sumitomo Mitsui Trust Group
Japan
$6.25M -$238K -1,789 -4%
V
246
Veritable
Delaware
$6.24M -$45.8K -344 -0.7%
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$6.22M -$475K -3,569 -7%
FAIM
248
Financial Advocates Investment Management
Washington
$6.11M +$1.53M +11,508 +33%
WCM
249
Wunderlich Capital Managemnt
Tennessee
$6.02M -$959K -7,208 -14%
MSAM
250
Moloney Securities Asset Management
Missouri
$6M +$390K +2,931 +7%
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