LQD icon

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 %
AWM
501
Apollon Wealth Management
South Carolina
$993K -$196K -1,624 -17%
CFG
502
Citizens Financial Group
Rhode Island
$992K -$787K -6,508 -44%
BL
503
BCWM LLC
Kansas
$984K -$51.8K -428 -5%
TI
504
tru Independence
Oregon
$975K -$15.8K -131 -2%
SLF
505
Sun Life Financial
Ontario, Canada
$970K – – –
RIA
506
Richwood Investment Advisors
Ohio
$962K – – –
LFAS
507
Level Four Advisory Services
Texas
$961K -$193K -1,597 -17%
BWA
508
BDO Wealth Advisors
Florida
$951K -$664K -5,485 -41%
TA
509
TFG Advisers
Michigan
$945K -$2.78K -23 -0.3%
MHS
510
M Holdings Securities
Oregon
$921K +$921K +7,611 New
EFMH
511
E Fund Management (HK)
Hong Kong
$917K +$917K +7,900 New
NAM
512
NTV Asset Management
West Virginia
$898K – – –
AFC
513
AFT Forsyth & Company
Florida
$891K -$437K -3,612 -33%
AAA
514
Adams Asset Advisors
Texas
$891K -$17.8K -147 -2%
CBFP
515
Cedar Brook Financial Partners
Ohio
$888K -$112K -923 -11%
HCP
516
Hexagon Capital Partners
Arkansas
$888K -$8.35K -69 -0.9%
TI
517
Trexquant Investment
Connecticut
$886K +$886K +7,323 New
GCA
518
Gradient Capital Advisors
California
$883K +$605 +5 +0.1%
SFS
519
Security Financial Services
Indiana
$883K +$142K +1,175 +19%
SG
520
StoneX Group
New York
$872K -$98.6K -815 -10%
HIS
521
Horizon Investment Services
Indiana
$871K -$40.3K -333 -4%
SCP
522
Seizert Capital Partners
Michigan
$871K – – –
TF
523
Tompkins Financial
New York
$871K +$65K +537 +8%
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$870K -$229K -1,896 -21%
GPA
525
Guidance Point Advisors
Massachusetts
$869K -$812K -10,775 -48%
19 20
21
22 23