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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,042 hedge funds and large institutions have $46.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 498 increasing their positions, 287 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+13
Holders Change %
+1.26%
% of All Funds
21.08%
Holding in Top 10
154
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.91%
% of All Funds
3.12%
New
92
Increased
498
Reduced
287
Closed
71
Calls
$3.09B
Puts
$8.2B
Net Calls
-$5.11B
Net Calls Change
-$4.17B

Top Buyers

1
BlackRock
BlackRock
New York
+$2.37B
2
RCM
Rokos Capital Management
United Kingdom
+$1.18B
3
MYLI
Meiji Yasuda Life Insurance
Japan
+$1.01B
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$405M
5
WAMC
Western Asset Management Company
California
+$336M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$1.22B
2
Citigroup
Citigroup
New York
-$488M
3
Barclays
Barclays
United Kingdom
-$311M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$298M
5
AA
Acorns Advisers
California
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
676
RMR Wealth Builders
New Jersey
$602K +$522K +3,875 +652%
MAP
677
Milestone Advisory Partners
North Carolina
$600K – – –
Fiera Capital (Canada)
678
Fiera Capital (Canada)
Quebec, Canada
$598K +$22.5K +167 +4%
CIAS
679
Capital Investment Advisory Services
North Carolina
$590K -$13.5K -100 -2%
RG
680
Retirement Group
California
$590K +$2.56K +19 +0.4%
BI
681
Ballast Inc
Kentucky
$588K +$140K +1,041 +31%
AFC
682
Adaptive Financial Consulting
Ohio
$564K +$26K +193 +5%
MWM
683
Mission Wealth Management
California
$560K +$310K +2,303 +124%
RFWA
684
RPg Family Wealth Advisory
Massachusetts
$558K +$674 +5 +0.1%
VWA
685
Visionary Wealth Advisors
Illinois
$556K -$34.9K -259 -6%
UFF
686
USA Financial Formulas
Michigan
$552K -$1.45M -10,774 -72%
UAS
687
United Asset Strategies
New York
$552K +$17.4K +129 +3%
FA
688
FDx Advisors
Illinois
$551K -$701K -5,206 -56%
PWLP
689
Prio Wealth Limited Partnership
Massachusetts
$550K – – –
FPCG
690
Fort Pitt Capital Group
Pennsylvania
$546K -$456K -3,383 -45%
SIM
691
Symetra Investment Management
Connecticut
$539K – – –
JWCA
692
J.W. Coons Advisors
Ohio
$536K +$109K +810 +26%
CFA
693
Carroll Financial Associates
North Carolina
$535K -$1M -7,433 -65%
LPIC
694
LeJeune Puetz Investment Counsel
Michigan
$531K -$3.1K -23 -0.6%
WSFS
695
Wilmington Savings Fund Society
Delaware
$530K -$92.5K -686 -15%
MRC
696
Millburn Ridgefield Corp
New York
$526K +$230K +1,707 +78%
HIS
697
Horizon Investment Services
Indiana
$525K +$4.04K +30 +0.8%
PJSIMP
698
P.J. Schmidt Investment Management (PJS)
Wisconsin
$525K +$525K +3,874 New
RPWA
699
Regent Peak Wealth Advisors
Georgia
$523K -$25.6K -190 -5%
FANJ
700
Financial Architects (New Jersey)
New Jersey
$523K +$14.1K +105 +3%
26 27
28
29 30