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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 %
CWA
576
Centennial Wealth Advisory
Michigan
$1.61M +$1.61M +11,618 New
LFF
577
Level Four Financial
Texas
$1.6M +$1.6M +11,559 New
RFO
578
RiverGlades Family Offices
Florida
$1.6M -$8.98K -65 -0.6%
BWA
579
BDO Wealth Advisors
Florida
$1.59M -$49K -355 -3%
MYIA
580
Mount Yale Investment Advisors
Colorado
$1.58M +$187K +1,355 +13%
HW
581
Hancock Whitney
Mississippi
$1.56M -$24.6K -178 -2%
PMG
582
ProVise Management Group
Florida
$1.56M +$125K +903 +9%
ARMC
583
American Research & Management Company
Massachusetts
$1.56M +$1.56M +11,270 New
HB
584
Homrich & Berg
Georgia
$1.54M +$640K +4,635 +71%
GPA
585
Guidance Point Advisors
Massachusetts
$1.53M +$273K +1,978 +22%
APC
586
Aspire Private Capital
North Carolina
$1.53M -$1.24M -9,008 -45%
LCM
587
Liberty Capital Management
Michigan
$1.52M +$1.52M +11,009 New
JCM
588
Jacobi Capital Management
Pennsylvania
$1.52M +$59.3K +429 +4%
WFA
589
Wells Financial Advisors
Massachusetts
$1.5M +$1.5M +10,875 New
BL
590
BCWM LLC
Kansas
$1.49M +$4.56K +33 +0.3%
SIM
591
Stratos Investment Management
Ohio
$1.48M -$83.4K -604 -5%
CI
592
Cambiar Investors
Colorado
$1.48M -$385K -2,786 -21%
APP
593
Avantax Planning Partners
Iowa
$1.46M +$38.7K +280 +3%
KPWS
594
Kestra Private Wealth Services
Texas
$1.44M -$1.51M -10,950 -51%
JIP
595
Jaffetilchin Investment Partners
Florida
$1.44M -$296K -2,145 -17%
APW
596
Aurora Private Wealth
New Jersey
$1.43M -$541K -3,915 -27%
NAM
597
Nationwide Asset Management
Ohio
$1.42M – – –
IHL
598
Investment House LLC
California
$1.41M +$20.7K +150 +1%
FNT
599
First National Trust
Pennsylvania
$1.41M +$1.24K +9 +0.1%
GRP
600
Global Retirement Partners
California
$1.4M -$38.4K -278 -3%
22 23
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