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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 %
CAG
576
Crestwood Advisors Group
Massachusetts
$685K – – –
APA
577
Astoria Portfolio Advisors
New York
$683K -$639K -5,284 -48%
CCM
578
Canal Capital Management
Virginia
$680K +$7.38K +61 +1%
DSAM
579
Dock Street Asset Management
Florida
$679K -$31.7K -262 -4%
AFO
580
Allie Family Office
Florida
$678K – – –
1SB
581
1ST Source Bank
Indiana
$673K – – –
FNBOH
582
First National Bank of Hutchinson
Kansas
$672K -$382K -3,156 -36%
SI
583
SimpliFi Inc
California
$672K +$2.78K +23 +0.4%
FANJ
584
Financial Architects (New Jersey)
New Jersey
$666K -$1.14M -9,398 -63%
BCP
585
Blackhawk Capital Partners
Wisconsin
$665K +$665K +5,501 New
PIM
586
Penobscot Investment Management
Massachusetts
$653K -$693K -5,735 -51%
MWM
587
Modera Wealth Management
New Jersey
$651K +$283K +2,341 +77%
OCM
588
One Capital Management
California
$648K -$245K -2,026 -27%
HT
589
Heritage Trust
Oklahoma
$648K – – –
CIAS
590
Capital Investment Advisory Services
North Carolina
$647K +$50.4K +417 +8%
LPP
591
Life Planning Partners
Florida
$644K -$25.7K -213 -4%
KWA
592
Kellett Wealth Advisors
Ohio
$643K -$145K -1,200 -18%
NEPPG
593
New England Professional Planning Group
Rhode Island
$642K +$1.7K +14 +0.3%
AA
594
Alesco Advisors
New York
$641K – – –
Fiera Capital (Canada)
595
Fiera Capital (Canada)
Quebec, Canada
$639K +$6.41K +53 +1%
MSL
596
Mackay Shields LLC
New York
$639K +$240K +1,980 +60%
BFG
597
Barber Financial Group
Kansas
$633K -$5.54M -45,744 -90%
CG
598
Colony Group
Massachusetts
$632K -$2.22M -18,329 -78%
EWA
599
Evolution Wealth Advisors
Florida
$632K +$94.3K +780 +18%
RI
600
Ridgewood Investments
New Jersey
$631K +$29.6K +245 +5%
22 23
24
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