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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

985 hedge funds and large institutions have $29.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 330 increasing their positions, 382 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-18
Holders Change %
-1.79%
% of All Funds
17.03%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.45%
New
114
Increased
330
Reduced
382
Closed
114
Calls
$2.48B
Puts
$6B
Net Calls
-$3.52B
Net Calls Change
+$257M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$1.36B
2
Fisher Asset Management
Fisher Asset Management
Washington
$2.26B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$478M
4
AB
Aozora Bank
Japan
$290M
5
EIM
Elliott Investment Management
Florida
$228M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.31B
2
PP
Prudential plc
United Kingdom
$23.4M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.7M
4
Goldman Sachs
Goldman Sachs
New York
$5.19M
5
Dodge & Cox
Dodge & Cox
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1001
Arden Trust
Delaware
– -$3.22M -29,261 Closed
Massachusetts Financial Services
1002
Massachusetts Financial Services
Massachusetts
– -$3.04M -27,650 Closed
LAM
1003
LifePro Asset Management
California
– -$3.03M -27,492 Closed
CG
1004
Cutler Group
California
– -$2.84M -25,807 Closed
CCWA
1005
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.51M -22,792 Closed
PVH
1006
Psagot Value Holdings
Israel
– -$2.48M -22,500 Closed
RWB
1007
RMR Wealth Builders
New Jersey
– -$2.41M -21,855 Closed
AACR
1008
ACR Alpine Capital Research
Missouri
– -$2.03M -18,442 Closed
Asset Management One
1009
Asset Management One
Japan
– -$1.88M -17,130 Closed
BDAM
1010
Blue Door Asset Management
Connecticut
– -$1.76M -16,000 Closed
FC
1011
Fusion Capital
South Carolina
– -$1.74M -15,814 Closed
AG
1012
Appleton Group
Wisconsin
– -$1.51M -13,691 Closed
WIM
1013
Warwick Investment Management
Texas
– -$1.28M -11,644 Closed
NWMG
1014
National Wealth Management Group
Ohio
– -$690K -6,273 Closed
TCA
1015
Taconic Capital Advisors
New York
– -$660K -6,000 Closed
PWW
1016
Pettyjohn Wood & White
Virginia
– -$655K -5,954 Closed
TWM
1017
Tanglewood Wealth Management
Texas
– -$629K -5,714 Closed
MWM
1018
Meridian Wealth Management
Kentucky
– -$573K -5,209 Closed
IA
1019
Integrity Advisory
Kansas
– -$512K -4,653 Closed
Federated Hermes
1020
Federated Hermes
Pennsylvania
– -$506K -4,600 Closed
CCM
1021
Crabel Capital Management
California
– -$497K -4,513 Closed
EWA
1022
EP Wealth Advisors
California
– -$479K -4,352 Closed
HKIMG
1023
Hutchens & Kramer Investment Management Group
Indiana
– -$456K -4,107 Closed
ACM
1024
Allred Capital Management
Texas
– -$436K -3,966 Closed
VIA
1025
Vident Investment Advisory
Georgia
– -$410K -3,730 Closed
39 40
41
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