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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 %
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$360K -$19.1K -158 -5%
ACA
727
Ackerman Capital Advisors
Texas
$359K +$55.2K +456 +18%
CAM
728
Claret Asset Management
Quebec, Canada
$359K +$359K +2,968 New
LPT
729
Legacy Private Trust
Wisconsin
$357K -$141K -1,170 -28%
RSC
730
Red Spruce Capital
Pennsylvania
$357K +$39.9K +330 +13%
SAMC
731
Spectrum Asset Management (Connecticut)
Connecticut
$355K +$355K +2,933 New
DA
732
Doliver Advisors
Texas
$351K +$351K +2,900 New
WFA
733
Wipfli Financial Advisors
Wisconsin
$349K +$349K +2,888 New
HA
734
Hofer & Associates
California
$348K -$4.12K -34 -1%
SBIA
735
Sheaff Brock Investment Advisors
Indiana
$346K – – –
SWA
736
SOA Wealth Advisors
New York
$346K +$845 +7 +0.2%
IGWM
737
ICA Group Wealth Management
Colorado
$344K +$344K +3,057 New
NCM
738
NCM Capital Management
New Jersey
$343K +$343K +2,832 New
PTC
739
Petrus Trust Company
Texas
$342K -$875K -7,240 -72%
AWM
740
Atticus Wealth Management
Florida
$342K +$30.4K +251 +10%
LFS
741
Lutz Financial Services
Nebraska
$340K +$605 +5 +0.2%
CIC
742
Carnegie Investment Counsel
Ohio
$338K -$155K -1,285 -31%
PIA
743
Pinion Investment Advisors
Kansas
$338K -$96.7K -799 -22%
GIP
744
Greatmark Investment Partners
Georgia
$334K -$340K -2,807 -50%
JBA
745
Johnson Bixby & Associates
Washington
$334K -$43.8K -362 -12%
SMC
746
Smith, Moore & Co
Missouri
$333K +$6.77K +56 +2%
IWM
747
IHT Wealth Management
Illinois
$330K +$6.53K +54 +2%
BCA
748
Bernzott Capital Advisors
California
$329K – – –
OWA
749
Octavia Wealth Advisors
Ohio
$326K -$12.1K -100 -4%
MAS
750
Madden Advisory Services
Florida
$325K +$48.1K +398 +17%
28 29
30
31 32