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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
+$889M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$475M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$401M
4
Ameriprise
Ameriprise
Minnesota
+$224M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$179M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$879M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$382M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$366M
4
CC
Centiva Capital
New York
-$340M
5
SFM
Soros Fund Management
New York
-$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
376
Arlington Capital Management
Illinois
$2.46M -$9.18K -90 -0.4%
Sumitomo Mitsui Trust Group
377
Sumitomo Mitsui Trust Group
Japan
$2.45M -$212K -2,078 -8%
CCA
378
Cobblestone Capital Advisors
New York
$2.45M -$2.89M -28,347 -54%
AAS
379
Ameritas Advisory Services
Nebraska
$2.42M +$2.18M +21,432 +909%
JWBC
380
J.W. Burns & Co
New York
$2.4M +$2.4M +23,519 New
KWMG
381
King Wealth Management Group
Florida
$2.4M -$191K -1,871 -7%
WF
382
Williams Financial
Vermont
$2.39M +$2.39M +23,382 New
IFA
383
Interactive Financial Advisors
Illinois
$2.37M -$2.97M -29,100 -56%
ACM
384
Arcataur Capital Management
Wisconsin
$2.35M +$50.5K +495 +2%
SXL
385
Summit X LLC
Missouri
$2.34M +$1.78M +17,416 +316%
AWM
386
Avior Wealth Management
Nebraska
$2.34M -$2.96K -29 -0.1%
V
387
ViaWealth
Kansas
$2.32M +$171K +1,675 +8%
PFO
388
Pathstone Family Office
New Jersey
$2.29M +$2.29M +22,427 New
CS
389
Credit Suisse
Switzerland
$2.28M +$19K +186 +0.8%
BFW
390
Brady Family Wealth
Missouri
$2.27M -$53.3K -522 -2%
LWM
391
Liberty Wealth Management
California
$2.24M +$1.99M +19,557 +811%
SHIM
392
Stone House Investment Management
Pennsylvania
$2.23M +$2.23M +21,832 New
FAIM
393
Financial Advocates Investment Management
Washington
$2.2M -$608K -5,952 -22%
SAM
394
SignalPoint Asset Management
Missouri
$2.19M -$129K -1,264 -6%
KLCM
395
KG&L Capital Management
Louisiana
$2.18M +$68.8K +674 +3%
GF
396
Gries Financial
Ohio
$2.18M +$1.64M +16,121 +307%
CNB
397
Camden National Bank
Maine
$2.16M -$17.9K -175 -0.8%
CA
398
Claro Advisors
Massachusetts
$2.16M +$750K +7,350 +53%
KFSC
399
Keystone Financial Services (Colorado)
Colorado
$2.14M +$2.14M +21,012 New
RWIA
400
Roger Wittlin Investment Advisory
California
$2.14M +$45.6K +447 +2%
14 15
16
17 18