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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 %
Lido Advisors
551
Lido Advisors
California
$651K -$356K -3,479 -35%
WAS
552
Wealth Advisory Solutions
Indiana
$651K -$4.1K -40 -0.6%
MPW
553
MA Private Wealth
California
$648K -$52.3K -526 -7%
PA
554
Pinnacle Associates
New York
$647K -$15K -146 -2%
TI
555
tru Independence
Oregon
$646K -$8.81K -86 -1%
SWRP
556
Summit Wealth & Retirement Planning
California
$642K +$38.4K +375 +6%
IBOK
557
Independence Bank of Kentucky
Kentucky
$640K -$22.8K -223 -3%
Walleye Trading
558
Walleye Trading
New York
$639K -$1.77M -17,306 -74%
ACP
559
Aveo Capital Partners
Colorado
$638K +$25.6K +250 +4%
PMAM
560
Picton Mahoney Asset Management
Ontario, Canada
$637K -$601K -5,870 -49%
GCL
561
Gouws Capital LLC
North Carolina
$637K +$637K +6,215 New
HGERS
562
Householder Group Estate & Retirement Specialist
Arizona
$630K -$43.3K -423 -6%
TC
563
TownSquare Capital
Utah
$626K +$626K +6,106 New
JEST
564
JTC Employer Solutions Trustee
Jersey
$623K +$161K +1,566 +35%
SCM
565
Spreng Capital Management
Ohio
$620K -$84.5K -825 -12%
MFG
566
Merit Financial Group
Georgia
$615K +$134K +1,305 +28%
PFM
567
Phillips Financial Management
Indiana
$611K +$611K +5,964 New
SPP
568
Single Point Partners
Massachusetts
$609K -$297K -2,898 -33%
WP
569
WealthShield Partners
North Carolina
$609K +$48.7K +475 +9%
RI
570
Ridgewood Investments
New Jersey
$604K +$47.1K +460 +8%
AWM
571
Accurate Wealth Management
Florida
$599K +$216K +1,347 +56%
GF
572
Gries Financial
Ohio
$598K +$598K +5,833 New
SXL
573
Summit X LLC
Missouri
$592K +$592K +5,841 New
1SB
574
1ST Source Bank
Indiana
$591K +$20.5K +200 +4%
WB
575
Webster Bank
Connecticut
$590K -$497K -4,852 -46%
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