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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,029 hedge funds and large institutions have $43.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 440 increasing their positions, 252 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+99
Holders Change %
+10.65%
% of All Funds
21.15%
Holding in Top 10
157
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+30.83%
% of All Funds
3.23%
New
195
Increased
440
Reduced
252
Closed
89
Calls
$897M
Puts
$1.84B
Net Calls
-$944M
Net Calls Change
+$1.32B

Top Buyers

1
PP
Prudential plc
United Kingdom
$2.25B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.9B
3
BlackRock
BlackRock
New York
$1.86B
4
Citigroup
Citigroup
New York
$1.53B
5
WAMC
Western Asset Management Company
California
$518M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
2
Jane Street
Jane Street
New York
$1.8M
3
Barclays
Barclays
United Kingdom
$678M
4
EIM
Elliott Investment Management
Florida
$0
5
Victory Capital Management
Victory Capital Management
Texas
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDA
851
Intelligence Driven Advisers
California
$233K +$233K +1,731 New
BWM
852
BCS Wealth Management
Tennessee
$233K +$233K +1,731 New
BCA
853
Bernzott Capital Advisors
California
$231K – – –
FFG
854
Fullen Financial Group
Ohio
$231K +$231K +1,721 New
WTB
855
Washington Trust Bank
Washington
$229K – – –
IBOK
856
Independence Bank of Kentucky
Kentucky
$229K +$229K +1,705 New
OPA
857
Old Port Advisors
Maine
$227K -$64.4K -479 -22%
MAM
858
Marquette Asset Management
Minnesota
$226K – – –
CL
859
Cabana LLC
Arkansas
$226K +$226K +1,684 New
PWMG
860
Prestige Wealth Management Group
New Jersey
$225K +$225K +1,675 New
DWM
861
Doyle Wealth Management
Florida
$222K -$8.46K -63 -4%
NCM
862
Narwhal Capital Management
Georgia
$221K -$13.5K -100 -6%
CA
863
Clearstead Advisors
Ohio
$221K – – –
BSAM
864
Blue Sky Asset Management
Colorado
$219K -$14.6K -109 -6%
SCM
865
Smith Capital Management
Arkansas
$219K – – –
PIA
866
Pinion Investment Advisors
Kansas
$217K -$57.9K -430 -21%
IIC
867
Ironwood Investment Counsel
Arizona
$215K -$54.4K -405 -20%
WTC
868
WhitTier Trust Company
Nevada
$214K -$54.4K -405 -20%
EB
869
Eastern Bank
Massachusetts
$214K -$16.9K -126 -7%
AC
870
Abbrea Capital
California
$214K +$214K +1,590 New
RFN
871
RDA Financial Network
Iowa
$212K +$212K +1,578 New
AAM
872
Advisors Asset Management
Colorado
$211K +$19K +141 +10%
IFWM
873
Institute for Wealth Management
Colorado
$211K +$211K +1,570 New
CCM
874
Covington Capital Management
California
$210K -$11.3K -84 -5%
AC
875
Avestar Capital
New York
$209K +$209K +1,555 New
33 34
35
36 37