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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 %
KWA
676
Kellett Wealth Advisors
Ohio
$357K – – –
MHS
677
M Holdings Securities
Oregon
$352K -$718 -7 -0.2%
BAM
678
Baldrige Asset Management
Pennsylvania
$350K +$8.09K +79 +2%
PPP
679
Private Portfolio Partners
New Jersey
$348K -$57.3K -559 -14%
JPLA
680
Joseph P. Lucia & Associates
New York
$347K +$2.57K +25 +0.7%
BA
681
Bellwether Advisors
Nebraska
$345K – – –
BB
682
Busey Bank
Illinois
$344K +$344K +3,357 New
SP
683
Successful Portfolios
Florida
$344K +$344K +3,358 New
CWS
684
Cypress Wealth Services
California
$343K +$343K +3,350 New
CJL
685
Cyrus J. Lawrence
New York
$342K +$102K +1,000 +43%
WFA
686
Wipfli Financial Advisors
Wisconsin
$335K +$34.9K +341 +12%
FFBTD
687
First Financial Bank - Trust Division
Ohio
$329K -$6.04K -59 -2%
SW
688
SlateStone Wealth
Florida
$324K – – –
TW
689
TrinityPoint Wealth
Connecticut
$323K -$21.3K -208 -6%
RSWM
690
Robertson Stephens Wealth Management
California
$322K -$806K -7,872 -71%
CAM
691
Claret Asset Management
Quebec, Canada
$321K -$304K -2,968 -49%
DBIA
692
Dumont & Blake Investment Advisors
New Jersey
$321K – – –
BFA
693
BMS Financial Advisors
South Dakota
$320K +$320K +3,120 New
AT
694
American Trust
Kentucky
$319K -$106K -1,037 -25%
KBFS
695
Kohmann Bosshard Financial Services
Ohio
$318K -$129K -1,264 -29%
AP
696
Americana Partners
Texas
$318K – – –
MWP
697
Moller Wealth Partners
$311K – – –
SPW
698
Surience Private Wealth
Washington
$310K – – –
ECM
699
Evergreen Capital Management
Washington
$308K +$51.4K +502 +20%
SS
700
Sunbelt Securities
Texas
$307K +$307K +2,995 New
26 27
28
29 30