LQD icon

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 %
WA
276
WBH Advisory
Maryland
$4.61M +$4.61M +42,094 New
FAM
277
Forte Asset Management
New York
$4.6M +$1.14M +10,406 +33%
HCM
278
Hollencrest Capital Management
California
$4.57M +$31.7K +289 +0.7%
FNBOSM
279
First National Bank of South Miami
Florida
$4.5M -$289K -2,634 -6%
AAMC
280
Asset Allocation & Management Company
Illinois
$4.49M -$1.32M -12,000 -23%
BBP
281
Banco BTG Pactual
Brazil
$4.39M -$2.45M -22,600 -36%
AWAU
282
Alliance Wealth Advisors (Utah)
Utah
$4.38M +$102K +927 +2%
FCM
283
Family Capital Management
Michigan
$4.38M +$3.59M +32,708 +449%
EWA
284
ERTS Wealth Advisors
Michigan
$4.27M +$586K +5,348 +16%
ECM
285
ExodusPoint Capital Management
New York
$4.23M +$4.23M +38,611 New
WP
286
WealthSource Partners
California
$4.11M +$704K +6,420 +21%
ACP
287
Aveo Capital Partners
Colorado
$4.08M +$3.25M +29,615 +390%
TA
288
Townsend & Associates
Colorado
$4.05M +$2.32M +21,061 +133%
BC
289
Brookfield Corp
Ontario, Canada
$4M – – –
FFS
290
Founders Financial Securities
Maryland
$3.99M +$652K +5,944 +20%
SWA
291
Stratos Wealth Advisors
Ohio
$3.99M -$2.01M -18,351 -34%
VCP
292
Verus Capital Partners
Arizona
$3.98M +$55.7K +508 +1%
VOYA Investment Management
293
VOYA Investment Management
Georgia
$3.95M -$5.92M -53,999 -60%
CFAM
294
Center For Asset Management
Florida
$3.95M +$141K +1,287 +4%
FLA
295
Financial Life Advisors
Texas
$3.94M +$976K +8,900 +33%
SA
296
Sunesis Advisors
Kansas
$3.9M -$587K -5,352 -13%
RFC
297
Regions Financial Corp
Alabama
$3.9M -$77.5K -707 -2%
AG
298
Ascent Group
Virginia
$3.89M +$1.79M +16,335 +85%
GCM
299
Graham Capital Management
Connecticut
$3.86M +$3.49M +31,800 +935%
AIP
300
Ameritas Investment Partners
Nebraska
$3.85M -$344K -3,135 -8%
10 11
12
13 14