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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M

Top Buyers

1
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$1.06B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$786M
4
NI
NYL Investors
New York
$513M
5
Ameriprise
Ameriprise
Minnesota
$1.38B

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$498M
2
BlackRock
BlackRock
New York
$1.48B
3
Morgan Stanley
Morgan Stanley
New York
$1.59B
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$4.15M
5
AIMU
Allianz Investment Management US
Minnesota
$861M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
901
TD Capital Management
Tennessee
$127K +$1.72K +13 +1%
CTC
902
Central Trust Company
Missouri
$126K – – –
BA
903
Ballast Advisors
Minnesota
$126K – – –
PB
904
Pinnacle Bancorp
Nebraska
$123K -$2.92K -22 -2%
RE
905
RBC Europe
United Kingdom
$123K – – –
BWM
906
Baystate Wealth Management
Massachusetts
$122K +$18.3K +138 +18%
SMA
907
Sage Mountain Advisors
Georgia
$122K +$93.7K +703 +332%
TH
908
TCTC Holdings
Texas
$121K – – –
SWM
909
Sugarloaf Wealth Management
Georgia
$121K +$531 +4 +0.4%
PCG
910
Private Capital Group
Connecticut
$118K +$30.6K +230 +35%
IWP
911
IAG Wealth Partners
Wisconsin
$116K -$32.5K -244 -22%
GLLW
912
Graves Light Lenhart Wealth
Virginia
$115K – – –
FPS
913
Fieldpoint Private Securities
Connecticut
$108K – – –
BW
914
Bison Wealth
Georgia
$107K – – –
AA
915
AlphaCentric Advisors
Puerto Rico
$98K +$56K +421 +133%
CWP
916
Concord Wealth Partners
Virginia
$94K -$123K -923 -57%
BCM
917
Blume Capital Management
California
$93K – – –
HWA
918
HHM Wealth Advisors
Tennessee
$93K – – –
TWA
919
TCI Wealth Advisors
Arizona
$90K -$22.2K -167 -20%
TIM
920
Tortoise Investment Management
New York
$90K -$20.3K -152 -18%
HIA
921
Harbor Investment Advisory
Maryland
$88K -$19.9K -150 -18%
SSB
922
Sandy Spring Bank
Maryland
$88K -$9.07K -68 -9%
SIC
923
Salem Investment Counselors
North Carolina
$85K -$10.8K -81 -11%
PP
924
PrairieView Partners
Minnesota
$85K – – –
CI
925
Cordant Inc
Oregon
$85K +$397 +3 +0.5%
35 36
37
38 39