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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 %
CAC
601
Certified Advisory Corp
Florida
$629K -$1.39M -11,530 -69%
AT
602
American Trust
Kentucky
$623K +$623K +5,149 New
PFBT
603
Parkside Financial Bank & Trust
Missouri
$611K – – –
MFA
604
Mayflower Financial Advisors
Massachusetts
$609K +$3.99K +33 +0.7%
TF
605
TimeScale Financial
Massachusetts
$608K – – –
Koshinski Asset Management
606
Koshinski Asset Management
Illinois
$608K -$72.8K -602 -11%
AFC
607
Adaptive Financial Consulting
Ohio
$606K +$43.4K +359 +8%
TCWM
608
Total Clarity Wealth Management
Illinois
$597K -$3.3M -27,318 -85%
ATPW
609
Ashton Thomas Private Wealth
Arizona
$596K -$468K -3,867 -44%
HW
610
Hancock Whitney
Mississippi
$593K -$1.65M -13,637 -74%
LTI
611
Laffer Tengler Investments
Tennessee
$592K -$95.4K -789 -14%
TYCC
612
Texas Yale Capital Corp
Florida
$592K +$242 +2 +0%
RCAG
613
Rehmann Capital Advisory Group
Michigan
$592K -$109K -899 -16%
ML
614
McAdam LLC
Pennsylvania
$591K +$591K +4,887 New
PP
615
Patron Partners
Texas
$588K +$588K +4,869 New
HSA
616
HBK Sorce Advisory
Pennsylvania
$586K -$492K -4,070 -46%
ECM
617
Evergreen Capital Management
Washington
$586K -$145K -1,200 -20%
BCM
618
BTR Capital Management
California
$586K -$26K -215 -4%
GWM
619
GDS Wealth Management
Texas
$584K +$50.3K +440 +9%
CIBC World Market
620
CIBC World Market
Ontario, Canada
$570K -$83K -686 -13%
HWMA
621
Heritage Wealth Management (Arizona)
Arizona
$568K +$568K +4,693 New
BFEC
622
Benjamin F. Edwards & Company
Missouri
$567K +$342K +2,830 +152%
CIAS
623
CFS Investment Advisory Services
New Jersey
$567K +$562K +6,407,281 +12,133%
WAP
624
Wealthcare Advisory Partners
Pennsylvania
$564K -$132K -1,091 -19%
TRIA
625
Trail Ridge Investment Advisors
Colorado
$563K -$138K -1,138 -20%
23 24
25
26 27