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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,005 hedge funds and large institutions have $32.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 336 increasing their positions, 402 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
16.09%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.71%
New
122
Increased
336
Reduced
402
Closed
110
Calls
$2.04B
Puts
$6.98B
Net Calls
-$4.95B
Net Calls Change
-$4.28B

Top Buyers

1
AIMU
Allianz Investment Management US
Minnesota
$1.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$793M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$390M
4
PP
Prudential plc
United Kingdom
$340M
5
BlackRock
BlackRock
New York
$1.83B

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.32B
2
Bank of America
Bank of America
North Carolina
$2.75B
3
Ameriprise
Ameriprise
Minnesota
$898M
4
AB
Aozora Bank
Japan
$6.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
776
Stokes Family Office
Louisiana
$254K – – –
BPCE
777
Bank Pictet & Cie (Europe)
Germany
$251K – – –
PMFA
778
Plante Moran Financial Advisors
Michigan
$251K +$99.5K +908 +66%
BFA
779
Beaumont Financial Advisors
Massachusetts
$250K +$250K +2,282 New
CD
780
Chapin Davis
Maryland
$249K +$249K +2,271 New
CCFM
781
Clear Creek Financial Management
Washington
$248K +$20.5K +187 +9%
TF
782
TLWM Financial
Texas
$247K -$8.66K -79 -3%
BW
783
BIP Wealth
Georgia
$246K +$246K +2,246 New
NEWAS
784
N.E.W. Advisory Services
Wisconsin
$243K – – –
RWP
785
RWA Wealth Partners
Massachusetts
$241K -$17.5K -160 -7%
CCM
786
Canal Capital Management
Virginia
$239K -$1.97M -17,957 -89%
NFG
787
Nations Financial Group
Iowa
$238K -$3.07K -28 -1%
GWM
788
Geneos Wealth Management
Colorado
$235K +$97.7K +891 +71%
WE
789
Wealth Effects
Massachusetts
$235K – – –
PFA
790
Pettinga Financial Advisors
Indiana
$234K +$234K +2,138 New
CPA
791
Cardiff Park Advisors
California
$233K +$219 +2 +0.1%
RMC
792
Regis Management Company
California
$233K – – –
PIA
793
Powell Investment Advisors
Florida
$232K – – –
WAG
794
Wallace Advisory Group
California
$231K – – –
AC
795
Anson Capital
Georgia
$231K -$1.33M -12,140 -85%
GD
796
Grandfield & Dodd
New York
$229K – – –
PA
797
Procyon Advisors
Connecticut
$229K -$219 -2 -0.1%
WI
798
Wedgewood Investors
Pennsylvania
$229K – – –
FRA
799
Front Row Advisors
California
$228K -$4.93K -45 -2%
SWA
800
SOA Wealth Advisors
New York
$227K +$1.32K +12 +0.6%
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