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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 %
KFGK
926
Keystone Financial Group (Kentucky)
Kentucky
$278K +$828 +6 +0.3%
NGA
927
Naples Global Advisors
Florida
$277K – – –
AWA
928
Acorn Wealth Advisors
Michigan
$277K +$277K +2,008 New
HPC
929
HM Payson & Co
Maine
$276K -$110K -800 -29%
IWP
930
IAG Wealth Partners
Wisconsin
$276K – – –
DC
931
Derby & Company
Massachusetts
$274K – – –
CA
932
Clearstead Advisors
Ohio
$273K – – –
MWM
933
Mission Wealth Management
California
$272K -$303K -2,191 -53%
PMFA
934
Plante Moran Financial Advisors
Michigan
$270K -$276 -2 -0.1%
WAM
935
Weatherly Asset Management
California
$270K – – –
CB
936
Community Bank
New York
$262K +$20.7K +150 +9%
ACA
937
Aptus Capital Advisors
Alabama
$261K +$201K +1,454 +333%
PFGIA
938
Patriot Financial Group Insurance Agency
Massachusetts
$260K -$57.8K -418 -18%
OPS
939
Orion Portfolio Solutions
Nebraska
$260K +$260K +1,879 New
SBSB
940
Sullivan, Bruyette, Speros & Blaney
Virginia
$258K +$138 +1 +0.1%
CFD
941
Creative Financial Designs
Indiana
$254K +$26.1K +189 +11%
BCM
942
Bluefin Capital Management
New York
$254K +$254K +1,841 New
AWA
943
Arkadios Wealth Advisors
Georgia
$251K +$32.7K +237 +15%
HCM
944
Hollencrest Capital Management
California
$250K -$82.7K -599 -25%
PPA
945
Parametric Portfolio Associates
Washington
$250K +$2.76K +20 +1%
BJ
946
Brouwer & Janachowski
California
$249K – – –
IF
947
IRON Financial
Illinois
$249K +$249K +1,801 New
AIM
948
Anchor Investment Management
South Carolina
$249K – – –
FCBT
949
First Citizens Bank & Trust
North Carolina
$248K +$248K +1,792 New
MHR
950
Matthew Hamilton Rosenberg
$247K +$100K +728 +69%
36 37
38
39 40