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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 %
CFA
776
Carroll Financial Associates
North Carolina
$551K +$2.21K +16 +0.4%
LPIC
777
LeJeune Puetz Investment Counsel
Michigan
$545K +$138 +1 +0%
WSFS
778
Wilmington Savings Fund Society
Delaware
$543K – – –
VAM
779
Verity Asset Management
North Carolina
$538K -$146K -1,058 -21%
JWCA
780
J.W. Coons Advisors
Ohio
$536K -$14.6K -105 -3%
ACA
781
Affinity Capital Advisors
California
$534K – – –
HIA
782
Harbor Investment Advisory
Maryland
$533K +$96.9K +702 +22%
UFA
783
US Financial Advisors
Massachusetts
$532K +$532K +3,855 New
Members Trust
784
Members Trust
Florida
$531K +$132K +952 +33%
ICM
785
IMS Capital Management
Oregon
$525K – – –
PJSIMP
786
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K -$6.65K -49 -1%
CNBTD
787
Citizens National Bank Trust Department
Mississippi
$518K – – –
BTWM
788
Baker Tilly Wealth Management
Wisconsin
$514K +$514K +3,724 New
LGA
789
Lebenthal Global Advisors
New York
$513K +$513K +3,720 New
Squarepoint
790
Squarepoint
New York
$511K -$3.32K -24 -0.6%
TFS
791
Thoroughbred Financial Services
Tennessee
$508K – – –
KFS
792
Kelly Financial Services
Massachusetts
$507K +$276K +1,996 +119%
HIS
793
Horizon Investment Services
Indiana
$500K -$38.2K -277 -7%
TCWA
794
Ten Capital Wealth Advisors
Washington
$496K +$496K +3,592 New
BA
795
Ballew Advisors
Mississippi
$495K +$53.5K +396 +12%
CSIC
796
Clifford Swan Investment Counsel
California
$490K +$76K +550 +18%
MGWM
797
Marks Group Wealth Management
Minnesota
$489K +$50.1K +363 +11%
GFPC
798
Global Financial Private Client
Florida
$488K +$190K +1,378 +64%
PCMK
799
Paragon Capital Management (Kansas)
Kansas
$487K – – –
CFO
800
Collective Family Office
Pennsylvania
$483K +$483K +3,500 New
30 31
32
33 34