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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 %
ECM
251
Evergreen Capital Management
Washington
$5.55M +$74.4K +679 +1%
BCIM
252
Bishop & Co Investment Management
Pennsylvania
$5.55M -$109K -993 -2%
ACA
253
Anchor Capital Advisors
Massachusetts
$5.46M – – –
TFA
254
Transamerica Financial Advisors
Florida
$5.38M +$99.6K +909 +2%
SL
255
Sentinus LLC
Illinois
$5.37M +$3.3M +30,131 +160%
OCM
256
One Capital Management
California
$5.3M +$5.3M +48,327 New
NEI
257
Northwest & Ethical Investments
Ontario, Canada
$5.26M – – –
CCM
258
Condor Capital Management
New Jersey
$5.25M +$349K +3,184 +7%
JSAM
259
J. Safra Asset Management
New York
$5.24M +$5.24M +47,805 New
CIA
260
Capital Investment Advisors
Georgia
$5.15M -$29.9K -273 -0.6%
CFGS
261
Concourse Financial Group Securities
Alabama
$5.08M -$1.25M -11,434 -20%
BWM
262
Bulltick Wealth Management
Florida
$5.06M +$5.06M +46,189 New
UBS AM
263
UBS AM
Illinois
$5.04M -$4.85M – –
SIM
264
SSI Investment Management
California
$5.02M +$5.02M +45,806 New
BCC
265
Bain Capital Credit
Massachusetts
$5.02M +$5.02M +45,800 New
CFA
266
Camarda Financial Advisors
Florida
$4.96M +$1.56M +14,210 +46%
MA
267
Modus Advisors
Minnesota
$4.95M +$124K +1,130 +3%
SC
268
Saiph Capital
New Jersey
$4.92M +$1.89M +17,237 +62%
SWP
269
ShoreHaven Wealth Partners
New Jersey
$4.86M +$789K +7,194 +19%
EWA
270
Evolution Wealth Advisors
Florida
$4.82M +$33.4K +305 +0.7%
PCA
271
Providence Capital Advisors
North Carolina
$4.79M +$2.1M +19,196 +78%
PWM
272
Pacific Wealth Management
California
$4.77M +$74.8K +682 +2%
ANTB
273
AMG National Trust Bank
Colorado
$4.64M -$721K -6,580 -13%
CS
274
Credit Suisse
Switzerland
$4.64M +$916K +8,359 +25%
WPW
275
Watershed Private Wealth
Illinois
$4.62M -$48.3K -441 -1%
9 10
11
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