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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 %
LW
701
Linscomb Wealth
Texas
$306K -$11.2K -109 -4%
TYCC
702
Texas Yale Capital Corp
Florida
$305K -$30.4K -297 -9%
ACA
703
Ackerman Capital Advisors
Texas
$304K – – –
FANJ
704
Financial Architects (New Jersey)
New Jersey
$301K +$301K +2,941 New
JWCA
705
J.W. Coons Advisors
Ohio
$300K -$81.9K -800 -21%
FSA
706
Fort Sheridan Advisors
Illinois
$298K – – –
KWS
707
Keystone Wealth Services
California
$298K +$298K +2,913 New
SWA
708
SOA Wealth Advisors
New York
$296K +$1.43K +14 +0.5%
HI
709
Hudock Inc
Pennsylvania
$295K -$61.9K -606 -17%
BWM
710
BerganKDV Wealth Management
Minnesota
$295K – – –
SC
711
Solstein Capital
California
$293K -$3.8K -37 -1%
SBIA
712
Sheaff Brock Investment Advisors
Indiana
$293K – – –
IAA
713
Independent Advisor Alliance
North Carolina
$293K +$52.8K +516 +22%
HPC
714
Hobart Private Capital
North Carolina
$291K +$291K +2,844 New
PTC
715
Petrus Trust Company
Texas
$290K – – –
SL
716
Summitry LLC
California
$289K -$33.1M -322,631 -99%
WDC
717
Woodward Diversified Capital
California
$289K +$289K +2,818 New
PA
718
Procyon Advisors
Connecticut
$288K -$45K -439 -14%
FRA
719
Front Row Advisors
California
$286K -$18.7K -182 -6%
AWE
720
Avidian Wealth Enterprises
Texas
$284K -$422K -4,116 -60%
CNBTD
721
Citizens National Bank Trust Department
Mississippi
$279K -$47.7K -465 -15%
TCOV
722
Trust Company of Vermont
Vermont
$279K +$75.6K +738 +37%
DWT
723
Dorsey & Whitney Trust
South Dakota
$278K +$278K +2,715 New
RPWA
724
Regent Peak Wealth Advisors
Georgia
$276K +$79.1K +774 +40%
SIM
725
Sadoff Investment Management
Wisconsin
$274K -$57.7K -562 -17%
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