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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,151 hedge funds and large institutions have $51.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 448 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+109
Holders Change %
+10.46%
% of All Funds
20.42%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3%
New
211
Increased
448
Reduced
337
Closed
81
Calls
$3.97B
Puts
$6.31B
Net Calls
-$2.34B
Net Calls Change
+$2.78B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.06B
2
Morgan Stanley
Morgan Stanley
New York
+$977M
3
Prudential Financial
Prudential Financial
New Jersey
+$578M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$538M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$394M

Top Sellers

1
RCM
Rokos Capital Management
United Kingdom
-$1.18B
2
PP
Prudential plc
United Kingdom
-$839M
3
UBS Group
UBS Group
Switzerland
-$596M
4
Citigroup
Citigroup
New York
-$428M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
526
Sheets Smith Wealth Management
North Carolina
$2.05M -$59K -427 -3%
SP
527
Successful Portfolios
Florida
$2.03M +$204K +1,477 +11%
PIM
528
Penobscot Investment Management
Massachusetts
$2.03M +$2.03M +14,660 New
LWP
529
Legacy Wealth Partners
California
$2.02M +$546K +3,950 +37%
GEM
530
Global Endowment Management
North Carolina
$2M – – –
SFA
531
Source Financial Advisors
New York
$1.97M +$1.97M +14,238 New
MLIC
532
Mandatum Life Insurance Company
Finland
$1.96M +$328K +2,374 +20%
SWM
533
SeaCrest Wealth Management
New York
$1.96M +$198K +1,431 +11%
FPW
534
Flagship Private Wealth
Massachusetts
$1.94M +$1.94M +14,287 New
VCA
535
Verdence Capital Advisors
Maryland
$1.94M +$218K +1,577 +13%
FWP
536
Firethorn Wealth Partners
Georgia
$1.94M +$1.94M +14,026 New
PIMG
537
Patriot Investment Management Group
Tennessee
$1.94M -$373K -2,701 -16%
IIM
538
Ipswich Investment Management
Massachusetts
$1.92M +$160K +1,160 +9%
CAAS
539
Capital Asset Advisory Services
Michigan
$1.91M +$34.4K +249 +2%
BPC
540
Banque Pictet & Cie
Switzerland
$1.91M +$1.01M +7,345 +113%
LIG
541
Lokken Investment Group
Delaware
$1.9M +$1.9M +13,756 New
FCA
542
FinTrust Capital Advisors
South Carolina
$1.89M -$66.3K -480 -3%
SCM
543
Stonehearth Capital Management
Massachusetts
$1.87M +$115K +835 +7%
PP
544
Pacifica Partners
Canada
$1.87M -$30.1K -219 -2%
Renaissance Technologies
545
Renaissance Technologies
New York
$1.85M +$1.85M +13,400 New
BUB
546
BBVA USA Bancshares
Texas
$1.84M +$1.47M +10,646 +395%
HWM
547
Hohimer Wealth Management
Washington
$1.84M +$23.9K +173 +1%
OAM
548
Occidental Asset Management
California
$1.82M +$1.52M +11,039 +510%
AP
549
Agilis Partners
Massachusetts
$1.8M -$69.8K -505 -4%
AWA
550
Arete Wealth Advisors
Illinois
$1.8M +$295K +2,147 +20%
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