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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 %
CAG
601
Crestwood Advisors Group
Massachusetts
$539K +$226K +2,206 +72%
GCM
602
Graham Capital Management
Connecticut
$532K -$10.2K -100 -2%
RA
603
RFG Advisory
Alabama
$525K -$413K -4,084 -44%
TFA
604
Tranquilli Financial Advisor
New Jersey
$523K +$276K +2,692 +111%
IA
605
Icon Advisers
Colorado
$522K +$522K +5,100 New
MFA
606
Mayflower Financial Advisors
Massachusetts
$516K -$820 -8 -0.2%
TF
607
TimeScale Financial
Massachusetts
$515K – – –
LWAC
608
Laurel Wealth Advisors (California)
California
$510K -$89K -869 -15%
SAG
609
Spotlight Asset Group
Illinois
$505K +$505K +5,077 New
MSAGDF
610
Moneda SA Administradora General de Fondos
Chile
$502K +$502K +4,899 New
HCA
611
Harbour Capital Advisors
Virginia
$499K +$11.2K +110 +2%
MC
612
Moors & Cabot
Massachusetts
$495K +$89.1K +870 +22%
WWA
613
WCG Wealth Advisors
Nevada
$489K -$112K -1,095 -19%
PFBT
614
Parkside Financial Bank & Trust
Missouri
$489K -$28.8K -281 -6%
IC
615
Innealta Capital
Texas
$489K +$489K +4,770 New
IAIM
616
International Assets Investment Management
Florida
$486K +$51.7K +504 +12%
NAMM
617
NorthStar Asset Management (Massachusetts)
Massachusetts
$482K -$102K -1,000 -18%
PFG
618
PAX Financial Group
Texas
$481K +$481K +4,699 New
TL
619
Tradewinds LLC
North Carolina
$480K -$35.1K -343 -7%
UIA
620
UBP Investment Advisors
Switzerland
$480K – – –
B
621
Brightworth
Georgia
$479K +$50.7K +495 +12%
FPCG
622
Forum Private Client Group
Indiana
$476K -$29.7K -290 -6%
LPP
623
Life Planning Partners
Florida
$476K -$42.2K -412 -8%
WWP
624
WR Wealth Planners
Missouri
$475K -$26K -254 -5%
KPWS
625
Kestra Private Wealth Services
Texas
$475K -$138K -1,352 -23%
23 24
25
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