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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 %
Lido Advisors
526
Lido Advisors
California
$868K -$847K -7,006 -49%
FT
527
Fiduciary Trust
Massachusetts
$867K +$92.5K +765 +12%
MSFS
528
Main Street Financial Solutions
Pennsylvania
$865K -$112K -927 -11%
CJL
529
Cyrus J. Lawrence
New York
$865K +$865K +7,149 New
HKIMG
530
Hutchens & Kramer Investment Management Group
Indiana
$863K +$6.3K +52 +0.7%
SOS
531
Silver Oak Securities
Tennessee
$851K +$851K +7,297 New
MWA
532
Moser Wealth Advisors
Washington
$845K -$30.2K -250 -3%
NWMG
533
National Wealth Management Group
Ohio
$841K +$90K +744 +12%
BS
534
Boenning & Scattergood
Pennsylvania
$840K +$88.3K +730 +12%
HGERS
535
Householder Group Estate & Retirement Specialist
Arizona
$836K -$2.18K -18 -0.3%
SCM
536
Spreng Capital Management
Ohio
$833K -$6.05K -50 -0.7%
WAS
537
Wealth Advisory Solutions
Indiana
$827K +$827K +6,841 New
CW
538
CreativeOne Wealth
Kansas
$826K -$291K -2,410 -26%
GKWIM
539
Gerber Kawasaki Wealth & Investment Management
California
$824K -$57.1K -737 -6%
RMDI
540
R.M. Davis Inc
Maine
$823K +$823K +6,806 New
PA
541
Pinnacle Associates
New York
$819K -$53.1K -439 -6%
PCM
542
Palouse Capital Management
Washington
$811K -$48.4K -400 -6%
CAM
543
Cidel Asset Management
Ontario, Canada
$810K -$885K – –
LTL
544
Lowery Thomas LLC
California
$809K -$1.15M -9,487 -59%
GVAG
545
Great Valley Advisor Group
Delaware
$803K +$44.8K +370 +6%
NRI
546
NFP Retirement Inc
California
$798K +$176K +1,456 +28%
MP
547
McDonald Partners
Ohio
$797K +$302K +2,498 +61%
EWM
548
Evercore Wealth Management
New York
$792K -$23.8K -197 -3%
LI
549
LMCG Investments
Massachusetts
$789K +$789K +6,520 New
APWA
550
Atlas Private Wealth Advisors
New Jersey
$786K -$36.4K -301 -4%
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