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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 %
MCWA
676
Meadow Creek Wealth Advisors
Georgia
$449K +$242 +2 +0.1%
CMI
677
Clare Market Investments
Texas
$447K -$787K -6,506 -64%
JPLA
678
Joseph P. Lucia & Associates
New York
$446K -$388K -3,211 -47%
RG
679
Retirement Group
California
$445K -$11.4K -94 -2%
FFBTD
680
First Financial Bank - Trust Division
Ohio
$444K -$63.8K -527 -13%
FFA
681
Fragasso Financial Advisors
Pennsylvania
$444K -$27.8K -230 -6%
SPW
682
Surience Private Wealth
Washington
$442K +$442K +3,653 New
VFP
683
Verus Financial Partners
Virginia
$441K +$441K +3,793 New
GWM
684
Geneos Wealth Management
Colorado
$440K -$14.9K -123 -3%
MFG
685
Merit Financial Group
Georgia
$436K +$436K +3,607 New
CAMG
686
CWA Asset Management Group
Florida
$435K +$6.05K +50 +1%
BA
687
Bellwether Advisors
Nebraska
$432K -$13.2K -109 -3%
SIC
688
Salem Investment Counselors
North Carolina
$428K -$465K -3,843 -52%
EP
689
Eudaimonia Partners
Tennessee
$425K +$425K +3,513 New
WP
690
WealthShield Partners
North Carolina
$423K -$32.1K -266 -7%
CNBTD
691
Citizens National Bank Trust Department
Mississippi
$422K – – –
EWA
692
EP Wealth Advisors
California
$420K -$25.2K -208 -6%
RSWM
693
Robertson Stephens Wealth Management
California
$419K -$5.94M -49,169 -93%
AA
694
Altman Advisors
Illinois
$417K +$7.98K +66 +2%
PWM
695
Perigon Wealth Management
California
$410K -$62.9K -520 -13%
TP
696
Tranquility Partners
Tennessee
$408K +$4.23K +35 +1%
GM
697
GeoWealth Management
Illinois
$404K -$109K -903 -21%
BAM
698
Baldrige Asset Management
Pennsylvania
$404K – – –
ACK
699
Andrew C. Karlinski
$401K -$1.57K -13 -0.4%
WA
700
Wealth Alliance
New York
$397K +$87K +720 +28%
26 27
28
29 30