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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 %
EFM
501
E Fund Management
China
$809K – – –
JAG
502
Journey Advisory Group
Kentucky
$799K -$46.1K -450 -5%
TLFA
503
True Link Financial Advisors
California
$799K – – –
PTC
504
Private Trust Company
Ohio
$792K -$13.5K -132 -2%
CCA
505
Cobblestone Capital Advisors
New York
$791K -$1.33M -13,015 -63%
KP
506
Keel Point
Alabama
$791K -$102K -994 -11%
APA
507
Astoria Portfolio Advisors
New York
$786K +$119K +1,163 +18%
BL
508
BCWM LLC
Kansas
$785K +$70.3K +687 +10%
SWM
509
Selective Wealth Management
Virginia
$784K -$61.3K -598 -7%
OCM
510
One Capital Management
California
$783K +$485K +4,745 +163%
JIR
511
James Investment Research
Ohio
$773K -$94K -917 -11%
T
512
TNF
Montana
$773K +$5.18K +51 +0.7%
CM
513
Columbus Macro
Pennsylvania
$766K -$678K -6,621 -47%
TF
514
Tompkins Financial
New York
$762K +$72.6K +709 +11%
AFO
515
Allie Family Office
Florida
$756K – – –
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$750K -$72.4K -707 -9%
SWM
517
Spire Wealth Management
Virginia
$747K -$1.34M -13,049 -64%
CFG
518
Citizens Financial Group
Rhode Island
$745K -$46.3K -452 -6%
LFAS
519
Level Four Advisory Services
Texas
$742K -$18K -176 -2%
MSFS
520
Main Street Financial Solutions
Pennsylvania
$740K +$1.44K +14 +0.2%
SCP
521
Seizert Capital Partners
Michigan
$738K – – –
LFG
522
Larson Financial Group
Missouri
$732K +$604K +5,897 +473%
GCA
523
Gradient Capital Advisors
California
$727K -$8.09K -79 -1%
CFP
524
Cypress Financial Planning
New Jersey
$725K -$121K -1,181 -14%
LWM
525
Liberty Wealth Management
California
$721K +$721K +7,042 New
19 20
21
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