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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 %
CPO
1026
Cerity Partners OCIO
New York
– -$373K -3,387 Closed
MWM
1027
Modera Wealth Management
New Jersey
– -$362K -3,287 Closed
CIC
1028
Carnegie Investment Counsel
Ohio
– -$353K -3,210 Closed
RWIA
1029
Roger Wittlin Investment Advisory
California
– -$341K -3,105 Closed
COCM
1030
Charter Oak Capital Management
New Hampshire
– -$337K -3,062 Closed
FA
1031
Fiducient Advisors
Illinois
– -$336K -3,054 Closed
CAM
1032
Cresset Asset Management
Illinois
– -$331K -3,011 Closed
LPT
1033
Legacy Private Trust
Wisconsin
– -$325K -2,955 Closed
OR
1034
Olympiad Research
Connecticut
– -$312K -2,838 Closed
AWM
1035
Atticus Wealth Management
Florida
– -$309K -2,812 Closed
CAAS
1036
Capital Asset Advisory Services
Michigan
– -$309K -2,807 Closed
VT
1037
Vise Technologies
New York
– -$308K -2,801 Closed
FA
1038
FDx Advisors
Illinois
– -$300K -2,722 Closed
BJL
1039
Brighton Jones LLC
Washington
– -$284K -2,583 Closed
CBN
1040
Cadence Bank NA
Texas
– -$281K -2,550 Closed
OPWM
1041
Oxinas Partners Wealth Management
Indiana
– -$280K -2,547 Closed
T
1042
TCWP
Ohio
– -$280K -2,545 Closed
BRC
1043
Bell Rock Capital
Delaware
– -$275K -2,500 Closed
QFA
1044
Quattro Financial Advisors
Texas
– -$269K -2,449 Closed
LFS
1045
Lutz Financial Services
Nebraska
– -$252K -2,289 Closed
BWP
1046
Bernardo Wealth Planning
Pennsylvania
– -$248K -2,261 Closed
WCM
1047
Windham Capital Management
Massachusetts
– -$242K -2,197 Closed
MA
1048
Momentum Advisors
New York
– -$239K -2,170 Closed
LMKC
1049
L.M. Kohn & Company
Ohio
– -$239K -2,169 Closed
FNBOMD
1050
First National Bank of Mount Dora
Florida
– -$238K -2,163 Closed
40 41
42
43 44