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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 %
TFA
476
Tranquilli Financial Advisor
New Jersey
$1.13M +$204K +1,685 +22%
APP
477
Avantax Planning Partners
Iowa
$1.12M -$23.9K -198 -2%
TPWA
478
TRUE Private Wealth Advisors
Oregon
$1.11M -$2.14M -18,901 -66%
OBWG
479
Onyx Bridge Wealth Group
New York
$1.11M -$203K -1,785 -15%
TWM
480
Titus Wealth Management
California
$1.11M +$726 +6 +0.1%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$1.11M -$1.1M -9,108 -50%
TIA
482
Tiemann Investment Advisors
California
$1.1M -$15.1K -125 -1%
RFO
483
RiverGlades Family Offices
Florida
$1.09M -$109K -905 -9%
AWE
484
Avidian Wealth Enterprises
Texas
$1.09M -$630K -5,208 -37%
JIR
485
James Investment Research
Ohio
$1.07M -$1.11M -9,149 -51%
TLFA
486
True Link Financial Advisors
California
$1.07M -$1.15M -9,522 -52%
OAM
487
Occidental Asset Management
California
$1.06M -$588K -4,859 -36%
OIA
488
OneDigital Investment Advisors
Kansas
$1.05M -$175K -1,444 -14%
T
489
TNF
Montana
$1.05M -$24.8K -219 -2%
IHL
490
Investment House LLC
California
$1.05M -$24.8K -205 -2%
KPWS
491
Kestra Private Wealth Services
Texas
$1.04M -$152K -1,254 -13%
FA
492
Flagstar Advisors
New York
$1.04M +$5.44K +45 +0.5%
SB
493
Strategic Blueprint
Georgia
$1.04M -$306K -2,532 -23%
CA
494
Continuum Advisory
Idaho
$1.02M +$1.02M +9,078 New
WP
495
WealthPLAN Partners
Nebraska
$1.01M +$147K +1,305 +17%
WIM
496
WealthPlan Investment Management
Nebraska
$1.01M +$1.01M +8,929 New
CWM
497
Cornerstone Wealth Management
Missouri
$1M -$74.6K -617 -7%
DADC
498
D.A. Davidson & Co
Montana
$1M -$3.87K -32 -0.4%
IFPL
499
Investments & Financial Planning LLC
Kentucky
$1M +$3.63K +30 +0.4%
HWA
500
HCR Wealth Advisors
California
$999K -$325K -2,685 -25%
18 19
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