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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 %
CFB
651
Cullen/Frost Bankers
Texas
$404K +$120K +1,167 +42%
NEWAS
652
N.E.W. Advisory Services
Wisconsin
$402K -$5.23K -51 -1%
AA
653
Altman Advisors
Illinois
$402K +$29.7K +290 +8%
DE
654
Day & Ennis
Georgia
$400K -$9.32K -91 -2%
AF
655
Apexium Financial
Texas
$400K +$400K +3,900 New
TWP
656
Tempus Wealth Planning
California
$399K +$820 +8 +0.2%
LPIC
657
LeJeune Puetz Investment Counsel
Michigan
$397K +$102 +1 +0%
AWA
658
Aquire Wealth Advisors
Utah
$396K -$19K -185 -5%
DJYG
659
David J. Yvars Group
Florida
$395K – – –
BCM
660
BTR Capital Management
California
$394K -$102K -1,000 -21%
LWM
661
Laidlaw Wealth Management
New York
$394K -$59.5K -581 -13%
ICM
662
IMS Capital Management
Oregon
$389K – – –
MCWA
663
Meadow Creek Wealth Advisors
Georgia
$380K -$923 -9 -0.2%
SAM
664
Sawgrass Asset Management
Florida
$375K – – –
CWP
665
Concord Wealth Partners
Virginia
$375K +$3.59K +35 +1%
HTC
666
Haverford Trust Company
Pennsylvania
$374K -$46.7K -454 -11%
MS
667
Maven Securities
Jersey
$373K +$373K +3,643 New
CCM
668
Canal Capital Management
Virginia
$372K -$209K -2,043 -36%
CIAS
669
Capital Investment Advisory Services
North Carolina
$370K -$223K -2,179 -38%
CAMG
670
CWA Asset Management Group
Florida
$369K -$71.8K -700 -16%
CAC
671
Certified Advisory Corp
Florida
$367K -$43K -420 -10%
PIM
672
Penobscot Investment Management
Massachusetts
$367K – – –
SBH
673
Segall Bryant & Hamill
Illinois
$367K +$85.6K +844 +30%
BTI
674
Blue Trust Inc
Georgia
$367K +$154K +1,405 +73%
CIA
675
Caerus Investment Advisors
Texas
$361K – – –
25 26
27
28 29