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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.

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
1
Meiji Yasuda Life Insurance
Japan
$1.82B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$582M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$759M
4
Ameriprise
4
Ameriprise
Minnesota
$651M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$179M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$729M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$384K
3
DILIC
3
Dai-ichi Life Insurance Company
Japan
$0
4
CC
4
Centiva Capital
New York
$0
5
SFM
5
Soros Fund Management
New York
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$47.8M 468,531 -295,000 -39%
Charles Schwab
77
Charles Schwab
California
$47.2M 463,093 -25,864 -5%
Nuveen Asset Management
78
Nuveen Asset Management
Illinois
$47.1M 462,157 – –
Bank of Nova Scotia
79
Bank of Nova Scotia
Ontario, Canada
$46.5M 456,207 +454,239 +23,081%
MIFH
80
Migdal Insurance & Financial Holdings
Israel
$43.9M 430,000 – –
WA
81
Wealthstar Advisors
Texas
$42.2M 413,157 -8,698 -2%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$41.3M 404,602 +141,673 +54%
CI
83
Conning Inc
Connecticut
$41.2M 403,458 -8,130 -2%
BOK
84
Bank of Korea
South Korea
$40.4M 396,053 – –
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$39.6M 387,841 +31,804 +9%
CAN
86
Cetera Advisor Networks
California
$39.3M 385,251 -42,524 -10%
SAM
87
Simplify Asset Management
Nevada
$38.8M 380,571 +351,134 +1,193%
Truist Financial
88
Truist Financial
North Carolina
$38.8M 380,037 +13,903 +4%
RBC
89
Rye Brook Capital
Connecticut
$37.8M 370,850 -5,650 -2%
RJA
90
Raymond James & Associates
Florida
$37.8M 370,757 +16,211 +5%
GWM
91
GDS Wealth Management
Texas
$37.3M 365,694 +8,089 +2%
LI
92
LVZ Inc
Michigan
$36.5M 357,969 -22,532 -6%
OMC
93
Old Mission Capital
Illinois
$36.4M 357,204 +357,204 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$33.7M 330,376 +223,295 +209%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$32.7M 320,463 +266,282 +491%
PWAG
96
Polaris Wealth Advisory Group
California
$31.1M 305,300 +1,830 +0.6%
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$30.6M 300,000 -185,505 -38%
JFG
98
Jefferies Financial Group
New York
$30.6M 299,513 +181,287 +153%
HI
99
Horizon Investments
North Carolina
$30M 296,198 +68,063 +30%
KeyBank National Association
100
KeyBank National Association
Ohio
$29.9M 292,753 -10,794 -4%
2 3
4
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