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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,042 hedge funds and large institutions have $46.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 498 increasing their positions, 287 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+13
Holders Change %
+1.26%
% of All Funds
21.08%
Holding in Top 10
154
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.91%
% of All Funds
3.12%
New
92
Increased
498
Reduced
287
Closed
71
Calls
$3.09B
Puts
$8.2B
Net Calls
-$5.11B
Net Calls Change
-$4.17B

Top Buyers

1
BlackRock
BlackRock
New York
+$2.37B
2
RCM
Rokos Capital Management
United Kingdom
+$1.18B
3
MYLI
Meiji Yasuda Life Insurance
Japan
+$1.01B
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$405M
5
WAMC
Western Asset Management Company
California
+$336M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$1.22B
2
Citigroup
Citigroup
New York
-$488M
3
Barclays
Barclays
United Kingdom
-$311M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$298M
5
AA
Acorns Advisers
California
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
601
Homrich & Berg
Georgia
$881K -$1.39M -10,285 -61%
LW
602
Linscomb Wealth
Texas
$878K -$76K -564 -8%
BPC
603
Banque Pictet & Cie
Switzerland
$877K -$373K -2,768 -30%
AFS
604
Aft Forsyth & Sober
Florida
$876K – – –
GCA
605
Guardian Capital Advisors
Ontario, Canada
$867K – – –
DADC
606
D.A. Davidson & Co
Montana
$866K +$246K +1,828 +40%
KMWM
607
Keudell/Morrison Wealth Management
Oregon
$855K – – –
WIA
608
World Investment Advisors
California
$855K +$31.1K +231 +4%
PWW
609
Pettyjohn Wood & White
Virginia
$845K – – –
TF
610
Tompkins Financial
New York
$840K +$840K +6,237 New
SWRP
611
Summit Wealth & Retirement Planning
California
$839K -$32.1K -238 -4%
MWA
612
Moser Wealth Advisors
Washington
$837K +$548K +4,065 +190%
KBFS
613
Kohmann Bosshard Financial Services
Ohio
$827K – – –
PFG
614
Piershale Financial Group
Illinois
$825K +$825K +6,124 New
CBFP
615
Cedar Brook Financial Partners
Ohio
$818K +$76K +564 +10%
GSWM
616
Golden State Wealth Management
California
$817K +$817K +6,063 New
SCM
617
SCS Capital Management
Massachusetts
$815K -$30.8K -229 -4%
CAN
618
Claraphi Advisory Network
United States
$804K +$423K +3,136 +111%
CSPIA
619
Cary Street Partners Investment Advisory
Virginia
$798K +$135K +1,000 +20%
AWMG
620
Alliance Wealth Management Group
New Jersey
$797K +$29K +215 +4%
FCCM
621
First City Capital Management
Georgia
$796K +$398K +2,933 +100%
CCA
622
Catalyst Capital Advisors
New York
$795K – – –
AA
623
Alesco Advisors
New York
$791K – – –
SAM
624
Strategy Asset Managers
California
$790K +$166K +1,230 +27%
TYCC
625
Texas Yale Capital Corp
Florida
$785K +$269 +2 +0%
23 24
25
26 27