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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 %
WCWM
401
Wooster Corthell Wealth Management
Connecticut
$1.46M +$42.3K +413 +3%
AIA
402
Avalon Investment & Advisory
Texas
$1.44M +$174K +1,702 +14%
NSB
403
Norway Savings Bank
Maine
$1.44M -$197K -1,920 -12%
William Blair & Company
404
William Blair & Company
Illinois
$1.44M -$349K -3,411 -20%
PIMG
405
Patriot Investment Management Group
Tennessee
$1.43M -$146K -1,429 -9%
SSWM
406
Sheets Smith Wealth Management
North Carolina
$1.43M +$15.3K +149 +1%
GLA
407
Good Life Advisors
Pennsylvania
$1.42M -$90.8K -886 -6%
CL
408
CPWM LLC
Washington
$1.41M +$456K +4,451 +48%
RC
409
Roundview Capital
New Jersey
$1.41M -$2.95M -28,827 -68%
BI
410
Ballast Inc
Kentucky
$1.41M +$35.4K +346 +3%
RJT
411
Raymond James Trust
Florida
$1.4M -$387K -3,775 -22%
IGWM
412
ICA Group Wealth Management
Colorado
$1.4M +$828K +8,082 +145%
MSWMA
413
Market Street Wealth Management Advisors
Indiana
$1.39M +$1.39M +13,572 New
CA
414
Cambridge Advisors
Nebraska
$1.38M -$25.6K -250 -2%
SFPG
415
Stonebridge Financial Planning Group
Florida
$1.38M +$1.38M +13,420 New
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$1.37M -$8.48M -82,538 -86%
SFS
417
Sowell Financial Services
Arkansas
$1.36M +$1.36M +13,224 New
JCM
418
Jacobi Capital Management
Pennsylvania
$1.35M -$19K -185 -1%
NAM
419
Nationwide Asset Management
Ohio
$1.34M – – –
MCWS
420
McKinley Carter Wealth Services
West Virginia
$1.33M -$312K -3,047 -19%
IWA
421
Icon Wealth Advisors
Texas
$1.31M +$1.31M +12,792 New
GIA
422
Gladstone Institutional Advisory
Florida
$1.3M -$650K -6,343 -33%
FPCP
423
Fort Point Capital Partners
California
$1.29M +$121K +1,178 +10%
SW
424
SVB Wealth
Massachusetts
$1.29M -$42.9K -419 -3%
WPC
425
White Pine Capital
Minnesota
$1.26M – – –
15 16
17
18 19