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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 %
PWM
276
Perigon Wealth Management
California
$4.78M +$2.44M +23,872 +104%
EWA
277
Evolution Wealth Advisors
Florida
$4.75M +$127K +1,245 +3%
CIA
278
Capital Investment Advisors
Georgia
$4.74M -$446K -4,375 -9%
ECM
279
Evergreen Capital Management
Washington
$4.72M -$413K -4,049 -8%
Vontobel Holding
280
Vontobel Holding
Switzerland
$4.69M +$486K +4,767 +12%
NEI
281
Northwest & Ethical Investments
Ontario, Canada
$4.65M – – –
SWP
282
ShoreHaven Wealth Partners
New Jersey
$4.57M -$1.66M -16,255 -27%
PCA
283
Providence Capital Advisors
North Carolina
$4.55M +$131K +1,283 +3%
TFA
284
Transamerica Financial Advisors
Florida
$4.47M -$409K -4,007 -8%
NS
285
NBC Securities
Alabama
$4.44M +$4.44M +43,526 New
UCFA
286
United Capital Financial Advisors
Texas
$4.44M -$331K -3,241 -7%
IA
287
IFG Advisory
Georgia
$4.42M +$526K +5,158 +14%
WPW
288
Watershed Private Wealth
Illinois
$4.35M -$5.92K -58 -0.1%
TWC
289
TD Waterhouse Canada
Ontario, Canada
$4.33M +$728K +7,185 +20%
State Street
290
State Street
Massachusetts
$4.32M -$1M -9,833 -19%
AIP
291
Ameritas Investment Partners
Nebraska
$4.3M +$1.02M +10,000 +31%
HFA
292
Highland Financial Advisors
New Jersey
$4.27M +$603K +5,914 +16%
BCI
293
Brinker Capital Investments
Pennsylvania
$4.25M +$2.53M +24,838 +147%
OPS
294
Orion Portfolio Solutions
Nebraska
$4.25M +$2.53M +24,838 +147%
SHJ
295
Sharkey, Howes & Javer
Colorado
$4.16M +$4.16M +40,728 New
EWA
296
ERTS Wealth Advisors
Michigan
$4.15M +$173K +1,698 +4%
CWM
297
Congress Wealth Management
Massachusetts
$4.11M +$2.42M +23,735 +143%
FFS
298
Founders Financial Securities
Maryland
$4.09M +$71.9K +705 +2%
BCM
299
Brookstone Capital Management
Illinois
$4.06M +$1.39M +14,145 +52%
BRWA
300
B. Riley Wealth Advisors
Florida
$4.03M +$2.35M +23,080 +140%
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