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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,079 hedge funds and large institutions have $32.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 302 increasing their positions, 483 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-50
Holders Change %
-4.43%
% of All Funds
17.08%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.11%
New
118
Increased
302
Reduced
483
Closed
157
Calls
$2.65B
Puts
$13B
Net Calls
-$10.3B
Net Calls Change
-$6.95B

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$804M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$496M
3
Bank of America
Bank of America
North Carolina
+$466M
4
BlackRock
BlackRock
New York
+$280M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$244M

Top Sellers

1
WAMC
Western Asset Management Company
California
-$1.02B
2
Prudential Financial
Prudential Financial
New Jersey
-$500M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$231M
4
Ameriprise
Ameriprise
Minnesota
-$204M
5
AssetMark Inc
AssetMark Inc
California
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
426
Nationwide Asset Management
Ohio
$1.58M – – –
JCM
427
Jacobi Capital Management
Pennsylvania
$1.57M -$6.29K -52 -0.4%
NCM
428
Neumann Capital Management
California
$1.56M -$56.1K -464 -3%
WP
429
WealthSource Partners
California
$1.56M +$78.6K +650 +5%
BI
430
Ballast Inc
Kentucky
$1.54M +$55.3K +457 +4%
AIA
431
Avalon Investment & Advisory
Texas
$1.53M +$1.05M +8,649 +216%
HCM
432
HMS Capital Management
Tennessee
$1.51M -$6.35M -52,504 -81%
Kovitz Investment Group Partners
433
Kovitz Investment Group Partners
Illinois
$1.5M -$1.34M -11,104 -47%
PFS
434
Prospera Financial Services
Texas
$1.49M +$59.5K +492 +4%
AF
435
Allworth Financial
California
$1.47M -$702K -5,807 -32%
TC
436
Tatro Capital
Kentucky
$1.46M +$718K +5,934 +96%
FNBT
437
FineMark National Bank & Trust
Florida
$1.46M -$8.71K -72 -0.6%
AWMG
438
Alliance Wealth Management Group
New Jersey
$1.45M +$138K +1,138 +11%
WWM
439
Western Wealth Management
Colorado
$1.43M +$454K +3,748 +46%
MAM
440
Meeder Asset Management
Ohio
$1.43M +$392K +3,239 +38%
OR
441
Olympiad Research
Connecticut
$1.41M -$611K -5,048 -30%
SW
442
SteelPeak Wealth
California
$1.4M -$6.9K -57 -0.5%
GEA
443
Glen Eagle Advisors
New Jersey
$1.39M -$260K -2,147 -16%
Lazard Asset Management
444
Lazard Asset Management
New York
$1.39M -$4.29M – –
BPC
445
Banque Pictet & Cie
Switzerland
$1.37M -$204K -1,686 -13%
Vontobel Holding
446
Vontobel Holding
Switzerland
$1.36M -$597K -4,936 -30%
SCG
447
Sonata Capital Group
Washington
$1.36M -$73.8K -610 -5%
PCIA
448
Prime Capital Investment Advisors
Kansas
$1.36M – – –
SPP
449
Single Point Partners
Massachusetts
$1.31M -$18.3K -151 -1%
MPPLM
450
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.31M -$1.76M -14,568 -57%
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