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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 %
MWM
826
Mattern Wealth Management
Kansas
$421K -$3.61M -26,179 -90%
MWP
827
Moller Wealth Partners
$419K – – –
AWM
828
Atticus Wealth Management
Florida
$418K +$77.2K +559 +23%
NFC
829
Northeast Financial Consultants
Connecticut
$416K – – –
BAAM
830
Baker Avenue Asset Management
California
$415K -$63.3K -459 -13%
ICP
831
Interchange Capital Partners
Pennsylvania
$415K +$415K +3,006 New
RI
832
Ridgewood Investments
New Jersey
$414K – – –
AMIM
833
Aull & Monroe Investment Management
Alabama
$412K -$72.3K -523 -15%
JSL
834
JT Stratford LLC
Georgia
$411K -$10.8K -78 -3%
DZ Bank
835
DZ Bank
Germany
$407K – – –
BAM
836
Baldrige Asset Management
Pennsylvania
$407K +$29.3K +212 +8%
D
837
Diversified
Delaware
$407K +$407K +2,999 New
TFGT
838
TS Financial Group (TSFG)
Illinois
$406K -$1.24K -9 -0.3%
BWM
839
BerganKDV Wealth Management
Minnesota
$399K +$6.91K +50 +2%
SWA
840
SOA Wealth Advisors
New York
$398K +$398K +2,940 New
MIH
841
Meitav Investment House
Israel
$397K -$848K -6,142 -68%
LNB
842
Ledyard National Bank
$397K -$24.2K -175 -6%
WWM
843
Wagner Wealth Management
South Carolina
$397K +$397K +2,877 New
FCCM
844
First City Capital Management
Georgia
$396K -$396K -2,933 -50%
Koshinski Asset Management
845
Koshinski Asset Management
Illinois
$395K -$5.52K -40 -1%
SBIA
846
Sheaff Brock Investment Advisors
Indiana
$395K – – –
VSWA
847
Vontobel Swiss Wealth Advisors
Switzerland
$395K +$48.6K +352 +14%
DFG
848
Demars Financial Group
Washington
$393K +$15.8K +114 +4%
Bessemer Group
849
Bessemer Group
New Jersey
$389K -$1.73M -12,512 -82%
LFS
850
Lutz Financial Services
Nebraska
$388K +$1.52K +11 +0.4%
32 33
34
35 36