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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,005 hedge funds and large institutions have $32.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 336 increasing their positions, 402 reducing their positions, and 110 closing their positions.

Holders
1,005
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
16.09%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.71%
New
122
Increased
336
Reduced
402
Closed
110
Calls
$2.04B
Puts
$6.98B
Net Calls
-$4.95B
Net Calls Change
-$4.28B

Top Buyers

1
AIMU
1
Allianz Investment Management US
Minnesota
$1.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$793M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$390M
4
PP
4
Prudential plc
United Kingdom
$340M
5
BlackRock
5
BlackRock
New York
$1.83B

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$2.75B
3
Ameriprise
3
Ameriprise
Minnesota
$898M
4
AB
4
Aozora Bank
Japan
$6.58M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
NAG
1026
Northstar Advisory Group
New Jersey
– – -42,917 Closed
PR
1027
Payden & Rygel
California
– – -33,500 Closed
CG
1028
Colony Group
Massachusetts
– – -30,941 Closed
Natixis Advisors
1029
Natixis Advisors
Massachusetts
– – -30,255 Closed
AACR
1030
ACR Alpine Capital Research
Missouri
– – -29,411 Closed
BWM
1031
Birchcreek Wealth Management
Ohio
– – -27,545 Closed
Verition Fund Management
1032
Verition Fund Management
Connecticut
– – -27,100 Closed
AG
1033
Appleton Group
Wisconsin
– – -26,287 Closed
Capstone Investment Advisors
1034
Capstone Investment Advisors
New York
– – -25,000 Closed
Loomis, Sayles & Company
1035
Loomis, Sayles & Company
Massachusetts
– – -24,691 Closed
FAM
1036
Flaharty Asset Management
Florida
– – -21,137 Closed
CWG
1037
Cornerstone Wealth Group
North Carolina
– – -20,248 Closed
SMWM
1038
Silvia McColl Wealth Management
California
– – -14,563 Closed
SIA
1039
Sage Investment Advisers
New York
– – -14,442 Closed
TF
1040
Trek Financial
Arizona
– – -14,015 Closed
FA
1041
Fiduciary Alliance
South Carolina
– – -12,719 Closed
DWM
1042
Defined Wealth Management
Oregon
– – -11,005 Closed
CCWA
1043
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -10,354 Closed
IWM
1044
Iams Wealth Management
Nebraska
– – -9,861 Closed
CT
1045
Coastline Trust
Rhode Island
– – -9,810 Closed
MAG
1046
Mayfair Advisory Group
Alabama
– – -8,800 Closed
HT
1047
Headlands Technologies
Illinois
– – -8,373 Closed
PP
1048
Patron Partners
Texas
– – -7,422 Closed
MPW
1049
MA Private Wealth
California
– – -6,096 Closed
TF
1050
TimeScale Financial
Massachusetts
– – -5,027 Closed
40 41
42
43 44