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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 %
CP
901
Castleview Partners
Texas
$73.6K +$6.64K +65 +10%
ATC
902
Adirondack Trust Company
New York
$72.8K +$72.8K +714 New
BC
903
Barrett & Company
Rhode Island
$71.7K – – –
BWM
904
Baystate Wealth Management
Massachusetts
$71.2K +$71.2K +697 New
HIA
905
Harbor Investment Advisory
Maryland
$69.7K +$4.69K +46 +7%
PP
906
PrairieView Partners
Minnesota
$65K – – –
USB
907
Union Savings Bank
Connecticut
$64.3K -$2.45K -24 -4%
RCM
908
Raleigh Capital Management
North Carolina
$63.1K +$63.1K +619 New
CIA
909
Choate Investment Advisors
Massachusetts
$60.1K – – –
NG
910
NWK Group
California
$57.1K -$24.9K -244 -30%
FGAM
911
Financial Gravity Asset Management
Texas
$56.8K +$46.1K +465 +431%
BCM
912
Blume Capital Management
California
$56.1K – – –
JWA
913
JFS Wealth Advisors
Pennsylvania
$55.3K +$48.5K +475 +709%
EW
914
Element Wealth
Mississippi
$55.3K +$510 +5 +0.9%
IPW
915
Impact Partnership Wealth
Georgia
$55.1K -$962K -9,429 -95%
SIC
916
Salem Investment Counselors
North Carolina
$54.2K -$10K -98 -16%
MFC
917
Mechanics Financial Corp
Ohio
$54.2K – – –
AWM
918
Activest Wealth Management
Florida
$53.8K +$53.8K +527 New
FPFS
919
First Personal Financial Services
North Carolina
$52.8K – – –
WT
920
Washington Trust
Rhode Island
$52K – – –
MHR
921
Matthew Hamilton Rosenberg
$51.6K -$408 -4 -0.8%
GI
922
Gradient Investments
Minnesota
$50.7K +$918 +9 +2%
BCIM
923
Bishop & Co Investment Management
Pennsylvania
$48.5K -$49.2M -5,322,867 Closed
NRG
924
Nemes Rush Group
Michigan
$47.7K -$7.04K -69 -13%
NCM
925
Northwest Capital Management
Oregon
$47.6K +$510 +5 +1%
35 36
37
38 39