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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 %
CWM
426
Cornerstone Wealth Management
Missouri
$3.42M +$1.11M +8,038 +48%
CWMU
427
Caliber Wealth Management (Utah)
Utah
$3.41M +$3.41M +24,709 New
RWP
428
RWA Wealth Partners
Massachusetts
$3.41M -$31.9K -231 -0.9%
LAM
429
LifePro Asset Management
California
$3.39M +$535K +3,872 +19%
HNW
430
High Note Wealth
Minnesota
$3.37M +$3.37M +24,406 New
BWM
431
Birchcreek Wealth Management
Ohio
$3.33M +$3.33M +24,113 New
AIA
432
Avalon Investment & Advisory
Texas
$3.28M +$247K +1,792 +8%
Kovitz Investment Group Partners
433
Kovitz Investment Group Partners
Illinois
$3.25M -$34.5K -250 -1%
AWE
434
Avidian Wealth Enterprises
Texas
$3.24M -$19.1K -138 -0.6%
SWA
435
Sutton Wealth Advisors
Florida
$3.23M +$121K +873 +4%
AWM
436
Alterna Wealth Management
Texas
$3.19M +$1.23M +8,901 +63%
22CM
437
20/20 Capital Management
California
$3.19M +$2M +14,820 +170%
NFP
438
Novak Financial Planning
Maryland
$3.15M +$3.15M +22,791 New
BOTW
439
Bank of the West
California
$3.1M +$567K +4,101 +22%
PAMG
440
Patton Albertson Miller Group
Tennessee
$3.07M -$515K -3,852 -14%
CM
441
Columbus Macro
Pennsylvania
$3.05M -$404K -2,927 -12%
NSB
442
Norway Savings Bank
Maine
$3.03M -$18.7K -135 -0.6%
HIP
443
HUB Investment Partners
Texas
$3.01M +$3.01M +22,376 New
UBV
444
United Bank (Virginia)
Virginia
$3M +$3M +21,734 New
MWM
445
Minot Wealth Management
Massachusetts
$2.99M +$714K +5,170 +31%
IWM
446
IHT Wealth Management
Illinois
$2.98M +$213K +1,543 +8%
AF
447
Advisornet Financial
Minnesota
$2.96M -$949K -6,870 -24%
CFG
448
Citizens Financial Group
Rhode Island
$2.95M -$443K -3,205 -13%
MFG
449
Menard Financial Group
Texas
$2.95M -$42.1K -305 -1%
CF
450
Clarity Financial
Texas
$2.92M +$2.92M +21,151 New
16 17
18
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