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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 %
TW
976
Transform Wealth
Colorado
$215K -$1.66K -12 -0.8%
RFN
977
RDA Financial Network
Iowa
$212K -$1.38K -10 -0.6%
BWM
978
Baystate Wealth Management
Massachusetts
$212K +$210K +1,515 +9,469%
KPWG
979
KFA Private Wealth Group
Virginia
$211K +$1.65K +12 +0.8%
FAM
980
Fenimore Asset Management
New York
$210K +$1.8K +13 +0.9%
MAM
981
Marquette Asset Management
Minnesota
$209K – – –
OWP
982
Obermeyer Wealth Partners
Colorado
$209K +$1.8K +13 +0.9%
IFWM
983
Institute for Wealth Management
Colorado
$207K -$2.76K -20 -1%
SRCM
984
Swift Run Capital Management
Virginia
$207K – – –
SC
985
Slow Capital
California
$207K +$207K +1,500 New
AAM
986
Advisors Asset Management
Colorado
$206K -$6.23K -45 -3%
BC
987
Burney Company
Virginia
$206K – – –
TAM
988
Todd Asset Management
Kentucky
$206K – – –
RWA
989
River Wealth Advisors
Pennsylvania
$205K -$24.1K -175 -11%
PF
990
Phoenix Financial
Israel
$204K +$204K +1,480 New
CI
991
Cordant Inc
Oregon
$192K +$1.1K +8 +0.6%
FPS
992
Fieldpoint Private Securities
Connecticut
$192K +$192K +1,393 New
JWA
993
JFS Wealth Advisors
Pennsylvania
$188K -$12.4K -90 -6%
WT
994
Washington Trust
Rhode Island
$176K +$124K +900 +241%
LAS
995
Lloyd Advisory Services
Georgia
$175K -$355K -2,575 -67%
BA
996
Ballast Advisors
Minnesota
$175K – – –
JSAM
997
J. Safra Asset Management
New York
$175K +$175K +1,264 New
WFA
998
West Financial Advisors
Iowa
$171K +$171K +1,239 New
CCM
999
Covington Capital Management
California
$166K – – –
Kayne Anderson Rudnick Investment Management
1000
Kayne Anderson Rudnick Investment Management
California
$162K -$19.7K -143 -11%
38 39
40
41 42