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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,026 hedge funds and large institutions have $28.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 373 increasing their positions, 367 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+18
Holders Change %
+1.79%
% of All Funds
16.36%
Holding in Top 10
91
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.08%
% of All Funds
1.45%
New
137
Increased
373
Reduced
367
Closed
103
Calls
$1.66B
Puts
$1.97B
Net Calls
-$311M
Net Calls Change
+$1.69B

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
+$889M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$475M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$401M
4
Ameriprise
Ameriprise
Minnesota
+$224M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$179M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$879M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$382M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$366M
4
CC
Centiva Capital
New York
-$340M
5
SFM
Soros Fund Management
New York
-$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
826
Procyon Advisors
Connecticut
$218K +$3.57K +35 +2%
SFG
827
Sovereign Financial Group
Connecticut
$218K +$218K +2,135 New
CPA
828
Cardiff Park Advisors
California
$218K +$306 +3 +0.1%
RMC
829
Regis Management Company
California
$217K – – –
CW
830
Connectus Wealth
Ohio
$217K -$2.62M -25,644 -92%
WQ
831
Wealth Quarterback
New Jersey
$216K -$266K -2,609 -55%
CIAS
832
Capital Investment Advisory Services
North Carolina
$216K -$140K -1,372 -39%
AIC
833
Archer Investment Corporation
Indiana
$216K -$126K -1,238 -37%
DAM
834
Derbend Asset Management
Georgia
$215K +$215K +2,108 New
SWA
835
SOA Wealth Advisors
New York
$215K +$1.94K +19 +0.9%
CB
836
CNB Bank
Pennsylvania
$214K – – –
VA
837
Vident Advisory
Georgia
$214K +$214K +2,100 New
GIP
838
Greatmark Investment Partners
Georgia
$214K – – –
GD
839
Grandfield & Dodd
New York
$213K – – –
WI
840
Wedgewood Investors
Pennsylvania
$213K – – –
LIA
841
LifePlan Investment Advisors
North Carolina
$210K +$210K +2,058 New
AWM
842
Axxcess Wealth Management
California
$208K -$33.3K -326 -14%
PWP
843
Private Wealth Partners
California
$204K -$857K -8,400 -81%
WA
844
Waverly Advisors
Alabama
$204K +$2.65K +26 +1%
LFG
845
Larson Financial Group
Missouri
$204K +$10.2K +100 +5%
FWP
846
Firethorn Wealth Partners
Georgia
$203K +$203K +1,995 New
JHCP
847
Jackson Hole Capital Partners
Oklahoma
$202K – – –
MWM
848
McNaughton Wealth Management
California
$202K -$1.25M -12,285 -86%
GWM
849
Gray Wealth Management
Maine
$202K -$5K -49 -2%
SFG
850
StrategIQ Financial Group
Indiana
$201K – – –
32 33
34
35 36