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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M

Top Buyers

1
PGEBT
Pactiv General Employee Benefit Trust
Illinois
+$911M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$900M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$673M
4
NI
NYL Investors
New York
+$462M
5
Ameriprise
Ameriprise
Minnesota
+$448M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$58.1B
2
BlackRock
BlackRock
New York
-$1.11B
3
Morgan Stanley
Morgan Stanley
New York
-$802M
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$415M
5
AIMU
Allianz Investment Management US
Minnesota
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
651
Sierra Capital
Florida
$592K -$1.58M -11,828 -73%
FIA
652
Foundations Investment Advisors
Arizona
$590K -$46.3M -348,636 -99%
SPFA
653
Summit Place Financial Advisors
New Jersey
$589K +$13.3K +100 +2%
CWP
654
Capital Wealth Planning
Florida
$585K +$585K +4,400 New
TFA
655
Teamwork Financial Advisors
Texas
$583K -$29.5K -222 -5%
AFC
656
Adaptive Financial Consulting
Ohio
$582K +$19.8K +149 +4%
CFS
657
Cannon Financial Strategists
Georgia
$581K -$140K -1,051 -19%
KBFS
658
Kohmann Bosshard Financial Services
Ohio
$581K – – –
TWP
659
Tempus Wealth Planning
California
$577K +$5.19K +39 +0.9%
GCA
660
Greenwood Capital Associates
South Carolina
$576K -$22.1K -166 -4%
CFA
661
Carroll Financial Associates
North Carolina
$576K -$3.85K -29 -0.7%
EWA
662
Evolution Wealth Advisors
Florida
$574K +$29.9K +225 +6%
GWM
663
Geneos Wealth Management
Colorado
$572K +$23.9K +179 +4%
CAN
664
Claraphi Advisory Network
United States
$570K -$3.33K -25 -0.6%
BCM
665
Bowie Capital Management
Texas
$568K -$532K -4,000 -48%
IWM
666
IHT Wealth Management
Illinois
$568K -$400K -3,006 -41%
JG
667
Jefferies Group
New York
$560K -$2.92M -21,964 -84%
FFBTD
668
First Financial Bank - Trust Division
Ohio
$557K -$37.1K -279 -6%
FHC
669
First Heartland Consultants
Missouri
$555K +$1.33K +10 +0.2%
VAM
670
Verity Asset Management
North Carolina
$549K -$212K -1,595 -28%
RFWA
671
RPg Family Wealth Advisory
Massachusetts
$548K – – –
GTCM
672
Gyon Technologies Capital Management
New Jersey
$541K +$541K +4,063 New
MC
673
Moors & Cabot
Massachusetts
$538K -$10.7K -80 -2%
BAM
674
Barrett Asset Management
New York
$538K +$40K +301 +8%
WCFA
675
Walkner Condon Financial Advisors
Wisconsin
$537K +$23.3K +176 +5%
25 26
27
28 29