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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 %
AWM
626
Ameliora Wealth Management
Switzerland
$475K +$475K +4,700 New
V
627
VeraBank
Texas
$474K – – –
VST
628
Van Strum & Towne
California
$470K -$70.6K -690 -13%
BBA
629
Braun-Bostich & Associates
Pennsylvania
$461K -$302K -2,942 -40%
SSG
630
Summit Securities Group
New York
$461K +$461K +4,500 New
TAM
631
Townsend Asset Management
North Carolina
$458K +$921 +9 +0.2%
FCM
632
Fortis Capital Management
Washington
$453K -$7.89K -77 -2%
IWM
633
IHT Wealth Management
Illinois
$446K +$182K +1,778 +69%
PS
634
Planned Solutions
California
$445K – – –
KCM
635
Karp Capital Management
California
$444K -$1.34M -13,107 -75%
PMG
636
ProVise Management Group
Florida
$440K -$3.79K -37 -0.9%
CAN
637
Claraphi Advisory Network
United States
$438K -$93.7K -914 -18%
RFN
638
RDA Financial Network
Iowa
$437K +$213K +2,083 +96%
BS
639
Banco Santander
Spain
$435K -$702K -6,842 -62%
GCA
640
Greenwood Capital Associates
South Carolina
$435K -$4.92K -48 -1%
WA
641
Wealth Alliance
New York
$430K +$158K +1,546 +58%
PFA
642
Pettinga Financial Advisors
Indiana
$430K +$430K +4,202 New
WAP
643
Wealthcare Advisory Partners
Pennsylvania
$428K +$19.7K +192 +5%
ATPW
644
Ashton Thomas Private Wealth
Arizona
$427K -$12.8K -125 -3%
WWM
645
Wolff Wiese Magana
California
$425K -$717 -7 -0.2%
SWM
646
SigFig Wealth Management
California
$419K +$419K +6,217 New
FIB
647
First Interstate Bank
Montana
$415K +$159K +1,557 +62%
DA
648
Doliver Advisors
Texas
$413K -$20.2K -197 -5%
BA
649
Ballew Advisors
Mississippi
$406K -$32.9K -324 -7%
IPW
650
Intergy Private Wealth
Colorado
$406K +$118K +1,154 +41%
24 25
26
27 28