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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 %
GM
801
GeoWealth Management
Illinois
$194K -$43.8K -429 -18%
GFPC
802
Global Financial Private Client
Florida
$191K +$55.2K +531 +41%
LWP
803
Lumature Wealth Partners
Georgia
$184K -$194K -1,891 -51%
BCMLT
804
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K -$19.5K -178 -10%
DZ Bank
805
DZ Bank
Germany
$173K – – –
BSB
806
Bangor Savings Bank
Maine
$172K -$103K -1,004 -37%
LC
807
Lindbrook Capital
California
$169K -$169K -1,650 -50%
MFC
808
Mechanics Financial Corp
Ohio
$162K – – –
EIP
809
Ellis Investment Partners
Pennsylvania
$159K -$4.51K -44 -3%
TWM
810
Tradition Wealth Management
Minnesota
$159K +$106K +1,042 +203%
WTC
811
WhitTier Trust Company
Nevada
$156K – – –
AA
812
Ancora Advisors
Ohio
$155K +$85.4K +837 +123%
CB
813
Community Bank
New York
$154K – – –
RIA
814
Realta Investment Advisors
Delaware
$150K +$150K +1,460 New
JHCP
815
Jackson Hole Capital Partners
Oklahoma
$144K – – –
Kayne Anderson Rudnick Investment Management
816
Kayne Anderson Rudnick Investment Management
California
$141K -$23.4K -229 -14%
BONH
817
Bank of New Hampshire
New Hampshire
$138K -$82K -800 -37%
SBL
818
Sargent Bickham Lagudis
Colorado
$131K -$39.3K -386 -23%
CA
819
Clearstead Advisors
Ohio
$130K – – –
WT
820
Washington Trust
Rhode Island
$130K – – –
GWM
821
Geneos Wealth Management
Colorado
$127K -$225K -2,198 -64%
WFA
822
West Financial Advisors
Iowa
$127K – – –
KC
823
Kenfarb & Co
Kentucky
$127K +$127K +1,235 New
AWM
824
Accel Wealth Management
Iowa
$126K – – –
SCA
825
Stonebridge Capital Advisors
Minnesota
$124K -$17.1K -166 -12%
31 32
33
34 35