LQD icon

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 %
WF
426
Williams Financial
Vermont
$1.26M +$1.26M +12,312 New
PFS
427
Prospera Financial Services
Texas
$1.24M -$27.8K -271 -2%
BPC
428
Banque Pictet & Cie
Switzerland
$1.23M +$16.9K +165 +1%
OFG
429
Omega Financial Group
California
$1.22M -$68.1K -664 -5%
HWM
430
HB Wealth Management
Georgia
$1.2M +$37.1K +362 +3%
MAM
431
Meeder Asset Management
Ohio
$1.2M -$50.8K -496 -4%
FWM
432
Finer Wealth Management
Massachusetts
$1.19M -$158K -1,545 -12%
BAAM
433
Baker Avenue Asset Management
California
$1.19M -$1.02M -9,952 -46%
Kovitz Investment Group Partners
434
Kovitz Investment Group Partners
Illinois
$1.18M -$42.9K -419 -4%
OPS
435
Orion Portfolio Solutions
Nebraska
$1.18M +$684K +6,674 +137%
SSWM
436
Smith Salley Wealth Management
North Carolina
$1.18M -$230K -2,246 -16%
Lazard Asset Management
437
Lazard Asset Management
New York
$1.18M -$1.26M – –
PA
438
PFG Advisors
Arizona
$1.17M +$1.17M +11,445 New
FNBT
439
FineMark National Bank & Trust
Florida
$1.16M -$27.6K -269 -2%
CA
440
Continuum Advisory
Idaho
$1.16M -$1.55M -15,146 -57%
CBC
441
Coombe, Bender & Co
New York
$1.16M +$31.6K +308 +3%
CAG
442
Csenge Advisory Group
Florida
$1.13M +$392K +3,830 +53%
B
443
Bellecapital
Switzerland
$1.13M – – –
AAS
444
Ameritas Advisory Services
Nebraska
$1.12M +$28.9K +282 +3%
PCM
445
Parsons Capital Management
Rhode Island
$1.12M -$43K -420 -4%
TPWA
446
TRUE Private Wealth Advisors
Oregon
$1.11M +$148K +1,449 +15%
RPCA
447
Running Point Capital Advisors
California
$1.11M +$27.8K +271 +3%
DWM
448
Defined Wealth Management
Oregon
$1.1M +$542K +5,288 +97%
MPPLM
449
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M -$10K -98 -0.9%
KFS
450
Kelly Financial Services
Massachusetts
$1.09M +$1.04M +10,151 +2,038%
16 17
18
19 20