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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,026 hedge funds and large institutions have $28.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 373 increasing their positions, 367 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+18
Holders Change %
+1.79%
% of All Funds
16.36%
Holding in Top 10
91
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.08%
% of All Funds
1.45%
New
137
Increased
373
Reduced
367
Closed
103
Calls
$1.66B
Puts
$1.97B
Net Calls
-$311M
Net Calls Change
+$1.69B

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$1.82B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$582M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$759M
4
Ameriprise
Ameriprise
Minnesota
$651M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$179M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$729M
2
Vanguard Group
Vanguard Group
Pennsylvania
$384K
3
DILIC
Dai-ichi Life Insurance Company
Japan
$0
4
CC
Centiva Capital
New York
$0
5
SFM
Soros Fund Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
226
First National Corp
Massachusetts
$7.31M -$198K -1,941 -3%
TDWM
227
Topel & Distasi Wealth Management
California
$7.28M +$239K +2,345 +3%
UIA
228
UG Investment Advisers
Taiwan
$6.82M +$6.82M +66,820 New
WJA
229
Willis Johnson & Associates
Texas
$6.77M +$2.6M +25,450 +62%
HFA
230
High Falls Advisors
New York
$6.75M +$4.16M +40,803 +161%
HWA
231
Heartwood Wealth Advisors
Virginia
$6.62M +$67.4K +661 +1%
SWA
232
Stratos Wealth Advisors
Ohio
$6.57M +$528K +5,179 +9%
LA
233
Lifeworks Advisors
Michigan
$6.5M +$1.01M +9,879 +18%
BHWM
234
Bar Harbor Wealth Management
New Hampshire
$6.41M -$1.36M -13,315 -17%
FA
235
Fermata Advisors
California
$6.39M +$6.39M +62,676 New
EWA
236
Exencial Wealth Advisors
Oklahoma
$6.37M -$1.3M -12,721 -17%
IFAM
237
Institutional & Family Asset Management
Colorado
$6.36M +$102K +1,004 +2%
FDP
238
Financiere des Professionnels
Quebec, Canada
$6.33M +$6.33M +62,000 New
Simplex Trading
239
Simplex Trading
Illinois
$6.27M +$4.86M +47,684 +346%
CS
240
Comerica Securities
Michigan
$6.24M +$3.51M +34,403 +128%
DCM
241
Donaldson Capital Management
Indiana
$6.2M -$443K -4,345 -7%
First Trust Advisors
242
First Trust Advisors
Illinois
$6.18M -$337K -3,304 -5%
CWM
243
Chesapeake Wealth Management
Virginia
$6.14M -$13.2K -129 -0.2%
AB
244
Aozora Bank
Japan
$6.12M – – –
NL
245
NVWM LLC
Pennsylvania
$6.1M +$296K +2,904 +5%
ISWM
246
Independent Solutions Wealth Management
New York
$6.05M +$89.8K +880 +2%
DAS
247
Dynamic Advisor Solutions
Arizona
$6M +$99.1K +971 +2%
FAM
248
Forte Asset Management
New York
$5.99M +$291K +2,855 +5%
PGF
249
Plan Group Financial
Oklahoma
$5.99M +$4.7M +46,024 +363%
OC
250
Oppenheimer & Co
New York
$5.96M +$984K +9,641 +20%
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