LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

985 hedge funds and large institutions have $29.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 330 increasing their positions, 382 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
17.03%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.45%
New
114
Increased
330
Reduced
382
Closed
114
Calls
$2.48B
Puts
$6B
Net Calls
-$3.52B
Net Calls Change
+$257M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$993M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$661M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$424M
4
AB
Aozora Bank
Japan
+$290M
5
EIM
Elliott Investment Management
Florida
+$228M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$492M
2
PP
Prudential plc
United Kingdom
-$371M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$246M
4
Goldman Sachs
Goldman Sachs
New York
-$207M
5
Dodge & Cox
Dodge & Cox
California
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
276
Vestmark Advisory Solutions
Massachusetts
$3.32M +$643K +6,276 +24%
CWP
277
Corepath Wealth Partners
Arizona
$3.28M +$71.7K +711 +2%
SPIA
278
Steward Partners Investment Advisory
New York
$3.26M +$18.9K +184 +0.6%
JF
279
Joule Financial
Kentucky
$3.25M +$2M +19,516 +160%
WANY
280
Wealthspire Advisors (New York)
New York
$3.23M -$50.2K -490 -2%
FLPIM
281
F.L. Putnam Investment Management
Massachusetts
$3.17M -$366K -3,577 -10%
HFA
282
High Falls Advisors
New York
$3.14M +$916K +8,942 +41%
VC
283
Vicus Capital
Pennsylvania
$3.12M -$435K -4,248 -12%
Nomura Asset Management
284
Nomura Asset Management
Japan
$3.07M +$1.81M +17,655 +144%
AWM
285
Avior Wealth Management
Nebraska
$3.04M -$147K -1,435 -5%
SWP
286
Summit Wealth Partners
Florida
$2.94M -$129K -1,260 -4%
WEG
287
World Equity Group
Illinois
$2.9M +$118K +1,150 +4%
FIA
288
Foundations Investment Advisors
Arizona
$2.89M +$2.48M +24,232 +606%
PFT
289
Providence First Trust
Arizona
$2.85M -$410K -4,001 -13%
BWM
290
Birchcreek Wealth Management
Ohio
$2.84M -$22.6K -221 -0.8%
HCA
291
Heck Capital Advisors
Wisconsin
$2.82M +$31.8K +310 +1%
MAG
292
Mokosak Advisory Group
Iowa
$2.8M +$541K +5,287 +24%
WS
293
Wedbush Securities
California
$2.79M +$87.7K +856 +3%
SW
294
SteelPeak Wealth
California
$2.78M +$1.59M +15,507 +134%
NW
295
NewEdge Wealth
Pennsylvania
$2.73M -$963K -9,405 -26%
SP
296
Sarasin & Partners
United Kingdom
$2.73M -$71.1K -694 -3%
AP
297
Agilis Partners
Massachusetts
$2.71M – – –
CIAS
298
CFS Investment Advisory Services
New Jersey
$2.71M +$2.47M +565,907 +1,042%
SFA
299
Sequoia Financial Advisors
Ohio
$2.71M -$249K -2,426 -8%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$2.69M +$1.71M +16,725 +175%
10 11
12
13 14