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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,151 hedge funds and large institutions have $51.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 448 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+109
Holders Change %
+10.46%
% of All Funds
20.42%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3%
New
211
Increased
448
Reduced
337
Closed
81
Calls
$3.97B
Puts
$6.31B
Net Calls
-$2.34B
Net Calls Change
+$2.78B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.06B
2
Morgan Stanley
Morgan Stanley
New York
+$977M
3
Prudential Financial
Prudential Financial
New Jersey
+$578M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$538M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$394M

Top Sellers

1
RCM
Rokos Capital Management
United Kingdom
-$1.18B
2
PP
Prudential plc
United Kingdom
-$839M
3
UBS Group
UBS Group
Switzerland
-$596M
4
Citigroup
Citigroup
New York
-$428M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
376
Tradition Wealth Management
Minnesota
$4.69M +$4.69M +33,976 New
SXL
377
Summit X LLC
Missouri
$4.64M -$2.9M -21,042 -38%
CB
378
Commerce Bank
Missouri
$4.62M -$5.42M -39,214 -54%
RSWM
379
Robertson Stephens Wealth Management
California
$4.59M +$1.27M +9,198 +38%
MOS
380
MGO One Seven
Ohio
$4.59M +$159K +1,151 +4%
WANY
381
Wealthspire Advisors (New York)
New York
$4.58M +$696K +5,036 +18%
FAIM
382
Financial Advocates Investment Management
Washington
$4.56M -$2.68M -18,891 -37%
VAS
383
Vestmark Advisory Solutions
Massachusetts
$4.51M +$1.3M +9,442 +41%
MW
384
Marks Wealth
Maryland
$4.47M +$4.47M +32,392 New
SSWM
385
Smith Salley Wealth Management
North Carolina
$4.32M +$1.05M +7,637 +32%
WS
386
Wedbush Securities
California
$4.32M +$51K +369 +1%
Ensign Peak Advisors
387
Ensign Peak Advisors
Utah
$4.3M – – –
CCA
388
Cobblestone Capital Advisors
New York
$4.2M -$88.7K -642 -2%
FA
389
FMA Advisory
Pennsylvania
$4.16M +$149K +1,078 +4%
SAM
390
SignalPoint Asset Management
Missouri
$4.16M -$97.8K -708 -2%
WIA
391
Wealthstreet Investment Advisors
Texas
$4.11M +$975K +7,055 +31%
BF
392
BOK Financial
Oklahoma
$4.11M -$7.54M -54,610 -65%
RFA
393
Reilly Financial Advisors
California
$4.04M +$1.05M +7,614 +35%
MWM
394
Mascoma Wealth Management
New Hampshire
$4.02M +$4.02M +29,094 New
EWA
395
ERTS Wealth Advisors
Michigan
$4M -$137K -995 -3%
KFS
396
Kaizen Financial Strategies
California
$4M +$4M +28,939 New
Neuberger Berman Group
397
Neuberger Berman Group
New York
$3.99M -$2.33M -16,886 -37%
RFM
398
Royal Fund Management
Florida
$3.99M +$3.99M +28,890 New
WCM
399
Windsor Capital Management
Arizona
$3.93M +$66K +478 +2%
PPP
400
Private Portfolio Partners
New Jersey
$3.86M +$282K +2,043 +8%
14 15
16
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