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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 %
IAIM
651
International Assets Investment Management
Florida
$517K -$901K -7,444 -64%
CT
652
Cambridge Trust
Massachusetts
$510K +$398K +3,291 +356%
EI
653
Ellevest Inc
New York
$509K +$33K +273 +7%
DC
654
Davenport & Co
Virginia
$500K -$86.7K -717 -15%
ACM
655
Allred Capital Management
Texas
$500K +$500K +4,135 New
FPCG
656
Forum Private Client Group
Indiana
$498K +$498K +4,120 New
DWM
657
Defined Wealth Management
Oregon
$497K -$595K -4,920 -54%
JG
658
Jefferies Group
New York
$495K +$13.3K +110 +3%
JWCA
659
J.W. Coons Advisors
Ohio
$490K -$25.3K -210 -5%
SPFA
660
Summit Place Financial Advisors
New Jersey
$484K -$48.4K -400 -9%
OPS
661
Orion Portfolio Solutions
Nebraska
$484K +$4.12K +34 +0.9%
DE
662
Day & Ennis
Georgia
$483K -$423K -3,499 -47%
AWA
663
Aquire Wealth Advisors
Utah
$481K +$7.61K +63 +2%
JSL
664
JT Stratford LLC
Georgia
$481K +$25.3K +209 +6%
TWP
665
Tempus Wealth Planning
California
$470K -$54.8K -453 -10%
LPIC
666
LeJeune Puetz Investment Counsel
Michigan
$468K – – –
SAM
667
Sawgrass Asset Management
Florida
$467K +$467K +3,859 New
SWM
668
Silverlake Wealth Management
Vermont
$467K -$35.9K -297 -7%
Neuberger Berman Group
669
Neuberger Berman Group
New York
$464K -$342K -2,834 -42%
ICM
670
IMS Capital Management
Oregon
$460K – – –
SS
671
Sunbelt Securities
Texas
$458K -$102K -841 -18%
I2I
672
Insight 2811 Inc
Illinois
$456K +$98.8K +817 +28%
SEA
673
Stegent Equity Advisors
Texas
$453K – – –
VCM
674
Verde Capital Management
Michigan
$453K +$37.3K +308 +9%
CWP
675
Concord Wealth Partners
Virginia
$451K -$77.1K -637 -15%
25 26
27
28 29