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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,005 hedge funds and large institutions have $32.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 336 increasing their positions, 402 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
16.09%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.71%
New
122
Increased
336
Reduced
402
Closed
110
Calls
$2.04B
Puts
$6.98B
Net Calls
-$4.95B
Net Calls Change
-$4.28B

Top Buyers

1
AIMU
Allianz Investment Management US
Minnesota
$1.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$793M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$390M
4
PP
Prudential plc
United Kingdom
$340M
5
BlackRock
BlackRock
New York
$1.83B

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.32B
2
Bank of America
Bank of America
North Carolina
$2.75B
3
Ameriprise
Ameriprise
Minnesota
$898M
4
AB
Aozora Bank
Japan
$6.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
226
Institutional & Family Asset Management
Colorado
$6.75M +$6.64M +60,545 +6,006%
DAS
227
Dynamic Advisor Solutions
Arizona
$6.74M +$675K +6,162 +11%
CCM
228
Crabel Capital Management
California
$6.61M +$3.21M +29,255 +94%
AB
229
Aozora Bank
Japan
$6.58M -$304M -2,770,000 -98%
KP
230
Keel Point
Alabama
$6.53M +$5.86M +53,429 +875%
CW
231
CreativeOne Wealth
Kansas
$6.44M +$2.61M +23,777 +68%
PGFC
232
Peapack-Gladstone Financial Corp
New Jersey
$6.43M -$1.26M -11,492 -16%
ISWM
233
Independent Solutions Wealth Management
New York
$6.41M +$155K +1,416 +2%
CWM
234
Chesapeake Wealth Management
Virginia
$6.35M -$122K -1,113 -2%
FCA
235
FinTrust Capital Advisors
South Carolina
$6.34M – – –
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$6.28M -$4.98M -45,449 -44%
IAN
237
Integrated Advisors Network
Texas
$6.2M -$469K -4,282 -7%
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$6.01M +$3.47M +31,668 +137%
SP
239
Sarasin & Partners
United Kingdom
$6M +$3.27M +27,073 +120%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$5.95M +$2.46M +22,402 +70%
NL
241
NVWM LLC
Pennsylvania
$5.93M +$5.15M +47,003 +661%
FAT
242
First American Trust
California
$5.89M -$349K -3,186 -6%
PFP
243
Pinnacle Financial Partners
Tennessee
$5.86M +$539K +4,915 +10%
Corient Private Wealth
244
Corient Private Wealth
Florida
$5.85M -$7.42M -67,673 -56%
MFG
245
Midwest Financial Group
Kansas
$5.84M +$5.84M +53,310 New
WEG
246
World Equity Group
Illinois
$5.73M +$5.39M +434,748 +1,583%
NWM
247
NEIRG Wealth Management
Massachusetts
$5.71M -$103K -936 -2%
OC
248
Oppenheimer & Co
New York
$5.66M +$34.7K +317 +0.6%
UCFA
249
United Capital Financial Advisors
Texas
$5.65M -$756K -6,898 -12%
ASFA
250
All Season Financial Advisors
Colorado
$5.61M +$2.91M +26,535 +108%
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10
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