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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 %
TWA
1026
TCI Wealth Advisors
Arizona
$114K +$19.4K +140 +20%
BW
1027
Bison Wealth
Georgia
$114K +$36.1K +262 +46%
TH
1028
TCTC Holdings
Texas
$101K – – –
NFSG
1029
Newbridge Financial Services Group
Florida
$99K -$18.7K -135 -16%
JHCP
1030
Jackson Hole Capital Partners
Oklahoma
$97K -$201K -1,454 -67%
HWA
1031
HHM Wealth Advisors
Tennessee
$97K -$2.22K -16 -2%
ETI
1032
Enterprise Trust & Investment
California
$96K – – –
CWM
1033
Consultiva Wealth Management
Puerto Rico
$95K +$95K +688 New
TC
1034
Trust Company
Kansas
$92K – – –
PP
1035
PrairieView Partners
Minnesota
$92K – – –
MA
1036
MUFG Americas
New York
$90K – – –
TAM
1037
Tucker Asset Management
Colorado
$89.2K +$89.2K +646 New
RIM
1038
Rockbridge Investment Management
New York
$86K – – –
RCA
1039
Ranch Capital Advisors
Florida
$85K -$48.7K -355 -36%
VFA
1040
Valeo Financial Advisors
Indiana
$85K – – –
AIP
1041
Ameritas Investment Partners
Nebraska
$81K – – –
PMAM
1042
Picton Mahoney Asset Management
Ontario, Canada
$81K +$11K +80 +16%
AA
1043
AlphaCentric Advisors
Puerto Rico
$80K -$138 -1 -0.2%
CWA
1044
Core Wealth Advisors
Florida
$73K -$10.4K -75 -12%
TC
1045
Tacita Capital
Ontario, Canada
$73K +$73K +525 New
MFA
1046
McClarren Financial Advisors
Pennsylvania
$72K +$72K +523 New
SIS
1047
Sound Income Strategies
Florida
$69K +$10.4K +75 +18%
MPWT
1048
MassMutual Private Wealth & Trust
Connecticut
$69K +$16.9K +122 +32%
SSB
1049
Sandy Spring Bank
Maryland
$67K +$1.53K +11 +2%
AWG
1050
Altus Wealth Group
Colorado
$67K +$67K +486 New
40 41
42
43 44