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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 %
VAG
751
VisionPoint Advisory Group
Texas
$627K -$19.1K -138 -3%
AFAS
752
Acorn Financial Advisory Services
Virginia
$623K -$86.9K -630 -12%
AWMG
753
Alliance Wealth Management Group
New Jersey
$616K -$200K -1,450 -25%
MAP
754
Milestone Advisory Partners
North Carolina
$616K – – –
RG
755
Retirement Group
California
$616K +$10.5K +76 +2%
FA
756
FDx Advisors
Illinois
$612K +$47.1K +341 +8%
ACM
757
Anfield Capital Management
California
$609K +$609K +4,409 New
OIA
758
Optimum Investment Advisors
Illinois
$608K -$18.6K -135 -3%
PA
759
Procyon Advisors
Connecticut
$607K -$149K -1,075 -20%
Fiera Capital (Canada)
760
Fiera Capital (Canada)
Quebec, Canada
$602K -$10.6K -77 -2%
PIA
761
Perennial Investment Advisors
California
$597K -$35.2K -255 -6%
ECM
762
Evergreen Capital Management
Washington
$597K +$150K +1,088 +34%
CIAS
763
Capital Investment Advisory Services
North Carolina
$594K -$11.1K -80 -2%
RPWA
764
Regent Peak Wealth Advisors
Georgia
$586K +$49.3K +357 +9%
PFA
765
Pinnacle Family Advisors
Missouri
$576K +$576K +4,171 New
ECA
766
Elevated Capital Advisors
Utah
$568K -$1.08M -7,849 -66%
RFWA
767
RPg Family Wealth Advisory
Massachusetts
$567K -$4.84K -35 -0.8%
LWAC
768
Laurel Wealth Advisors (California)
California
$567K -$57.1K -413 -9%
CFB
769
Cullen/Frost Bankers
Texas
$565K -$101K -731 -15%
PWLP
770
Prio Wealth Limited Partnership
Massachusetts
$564K – – –
GWM
771
Geneos Wealth Management
Colorado
$561K -$5.43M -46,085 -91%
AFP
772
Ausdal Financial Partners
Iowa
$561K -$66.5K -481 -11%
AFC
773
Adaptive Financial Consulting
Ohio
$560K -$19.2K -139 -3%
FPCG
774
Fort Pitt Capital Group
Pennsylvania
$560K +$138 +1 +0%
SIM
775
Symetra Investment Management
Connecticut
$553K – – –
29 30
31
32 33