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

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$498M
2
BlackRock
2
BlackRock
New York
$1.48B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.59B
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$4.15M
5
AIMU
5
Allianz Investment Management US
Minnesota
$861M
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
976
Canton Hathaway
Rhode Island
$27K – – –
GAM
977
Gemmer Asset Management
California
$27K +$135 +1 +0.5%
PK
978
Pflug Koory
Nebraska
$26K – – –
FMII
979
Farmers & Merchants Investments Inc
Nebraska
$26K +$16.5K +123 +173%
CA
980
Centerpoint Advisors
Massachusetts
$23K -$26.8K -204 -54%
SQA
981
Simon Quick Advisors
New Jersey
$23K – – –
IF
982
Ironwood Financial
Arizona
$23K +$18.3K +140 +389%
EL
983
EMFO LLC
Florida
$22K – – –
BU
984
BBVA USA
Alabama
$22K – – –
TFA
985
Toth Financial Advisory
Virginia
$22K – – –
PWMG
986
Prestige Wealth Management Group
New Jersey
$21K -$190K -1,400 -90%
SA
987
SRH Advisors
Kansas
$21K – – –
FMTCOCP
988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
KIG
989
Kowal Investment Group
Wisconsin
$20K +$20K +147 New
EWM
990
Endurance Wealth Management
Rhode Island
$19K – – –
BWL
991
Bogart Wealth LLC
Virginia
$19K +$137 +1 +0.7%
GIP
992
Granite Investment Partners
California
$18K – – –
OFG
993
Oxford Financial Group
Indiana
$18K – – –
BFC
994
Bedel Financial Consulting
Indiana
$18K – – –
MA
995
MUFG Americas
New York
$17K – – –
WLPWM
996
Walled Lake Planning & Wealth Management
Illinois
$16K +$132 +1 +0.8%
AIL
997
AGF Investments LLC
Ontario, Canada
$16K +$538 +4 +3%
LFG
998
Larson Financial Group
Missouri
$15K – – –
ME
999
McIlrath & Eck
Washington
$15K – – –
CB
1000
CNB Bank
Pennsylvania
$14K -$19.3K -145 -58%
38 39
40
41 42