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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.

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

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$729M
2
Vanguard Group
Vanguard Group
Pennsylvania
$384K
3
DILIC
Dai-ichi Life Insurance Company
Japan
$0
4
CC
Centiva Capital
New York
$0
5
SFM
Soros Fund Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
1001
SYM Financial Corp
Indiana
$4.59K -$468K -4,583 -99%
GWMIA
1002
Global Wealth Management Investment Advisory
Florida
$4.59K – – –
WBC
1003
West Branch Capital
Massachusetts
$4.39K – – –
VWM
1004
Valley Wealth Managers
New Jersey
$4.08K -$551K -5,403 -99%
MRCM
1005
M&R Capital Management
New Jersey
$4.08K – – –
MA
1006
MCF Advisors
Kentucky
$4.08K +$4.08K +40 New
MFA
1007
McClarren Financial Advisors
Pennsylvania
$4K +$4K +41 New
RWPA
1008
Richard W. Paul & Associates
Michigan
$3.98K – – –
IRC
1009
Investors Research Corp
Georgia
$3.88K -$2.35K -23 -38%
AWA
1010
Alaska Wealth Advisors
Alaska
$3.57K -$1.43K -14 -29%
PAIM
1011
Punch & Associates Investment Management
Minnesota
$3.47K +$510 +5 +17%
DWMG
1012
DB Wealth Management Group
California
$3.37K – – –
TAM
1013
Tucker Asset Management
Colorado
$3.06K -$1.63K -16 -35%
FIM
1014
FWL Investment Management
Texas
$2.96K +$2.96K +29 New
TWP
1015
TFO Wealth Partners
Ohio
$2.38K – – –
OHWP
1016
Oak Harbor Wealth Partners
North Carolina
$2.35K – – –
BWS
1017
Buck Wealth Strategies
Colorado
$2.35K +$2.35K +23 New
VNA
1018
Valley National Advisers
Pennsylvania
$2K – – –
POIA
1019
Pin Oak Investment Advisors
Texas
$2K – – –
GA
1020
GoalVest Advisory
New York
$1.84K +$1.84K +18 New
CIM
1021
Contravisory Investment Management
Massachusetts
$1.63K +$1.63K +16 New
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$1.53K +$1.53K +15 New
FCAS
1023
First Command Advisory Services
Texas
$1.43K +$1.43K +14 New
TC
1024
Truvestments Capital
Florida
$1.12K -$204 -2 -15%
PA
1025
PSI Advisors
Florida
$1.02K – – –
39 40
41
42 43