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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,151 hedge funds and large institutions have $51.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 448 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+109
Holders Change %
+10.46%
% of All Funds
20.42%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3%
New
211
Increased
448
Reduced
337
Closed
81
Calls
$3.97B
Puts
$6.31B
Net Calls
-$2.34B
Net Calls Change
+$2.78B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.06B
2
Morgan Stanley
Morgan Stanley
New York
+$977M
3
Prudential Financial
Prudential Financial
New Jersey
+$578M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$538M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$394M

Top Sellers

1
RCM
Rokos Capital Management
United Kingdom
-$1.18B
2
PP
Prudential plc
United Kingdom
-$839M
3
UBS Group
UBS Group
Switzerland
-$596M
4
Citigroup
Citigroup
New York
-$428M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
676
Moser Wealth Advisors
Washington
$906K +$48.3K +350 +6%
LWM
677
Laidlaw Wealth Management
New York
$903K +$185K +1,342 +26%
LW
678
Linscomb Wealth
Texas
$892K -$8.7K -63 -1%
Toronto Dominion Bank
679
Toronto Dominion Bank
Ontario, Canada
$886K -$414M -2,996,766 -100%
CAG
680
Crestwood Advisors Group
Massachusetts
$886K +$96.5K +699 +12%
MPPLM
681
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$886K +$886K +6,416 New
KMWM
682
Keudell/Morrison Wealth Management
Oregon
$878K +$553 +4 +0.1%
SWRP
683
Summit Wealth & Retirement Planning
California
$878K +$17.7K +128 +2%
WP
684
WealthPLAN Partners
Nebraska
$873K +$502K +3,714 +135%
GCA
685
Guardian Capital Advisors
Ontario, Canada
$867K -$8.22K -60 -0.9%
CFS
686
Cannon Financial Strategists
Georgia
$862K +$64.5K +467 +8%
PWW
687
Pettyjohn Wood & White
Virginia
$856K -$10.4K -75 -1%
WA
688
Wealth Alliance
New York
$848K +$383K +2,775 +82%
SBL
689
Sargent Bickham Lagudis
Colorado
$847K +$193K +1,396 +29%
NAM
690
NorthCoast Asset Management
Connecticut
$843K +$401K +2,905 +91%
IBOK
691
Independence Bank of Kentucky
Kentucky
$843K +$552K +3,997 +190%
AWM
692
Avitas Wealth Management
California
$842K -$1.18M -8,550 -58%
TF
693
Tompkins Financial
New York
$842K -$19.3K -140 -2%
PFG
694
Piershale Financial Group
Illinois
$841K -$5.25K -38 -0.6%
LA
695
Latitude Advisors
Florida
$839K +$839K +6,073 New
SCM
696
SCS Capital Management
Massachusetts
$837K +$967 +7 +0.1%
TAM
697
Townsend Asset Management
North Carolina
$834K +$308K +2,230 +59%
CBFP
698
Cedar Brook Financial Partners
Ohio
$831K -$7.74K -56 -0.9%
CAMG
699
CWA Asset Management Group
Florida
$826K +$826K +5,983 New
CCA
700
Catalyst Capital Advisors
New York
$815K – – –
26 27
28
29 30