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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
$1.75B
2
Morgan Stanley
Morgan Stanley
New York
$2.27B
3
Prudential Financial
Prudential Financial
New Jersey
$720M
4
MYLI
Meiji Yasuda Life Insurance
Japan
$1.87B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$601M

Top Sellers

1
RCM
Rokos Capital Management
United Kingdom
$0
2
PP
Prudential plc
United Kingdom
$225M
3
UBS Group
UBS Group
Switzerland
$589M
4
Citigroup
Citigroup
New York
$641M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$886K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1076
TD Capital Management
Tennessee
$41K – – –
PCA
1077
Peddock Capital Advisors
Massachusetts
$41K +$41K +300 New
SQA
1078
Simon Quick Advisors
New Jersey
$38K -$67.9K -495 -64%
JGIA
1079
Jackson Grant Investment Advisers
Connecticut
$38K +$277 +2 +0.7%
MA
1080
Montag & Associates
Georgia
$38K +$38K +275 New
OC
1081
Oakworth Capital
Alabama
$37K -$10.6K -77 -22%
KPCM
1082
Kings Point Capital Management
New York
$37K -$1.09K -8 -3%
PCFFS
1083
Pacific Center for Financial Services
California
$37K – – –
AP
1084
Atwood & Palmer
Missouri
$36K +$36K +263 New
FEG
1085
Financial Enhancement Group
Indiana
$35K – – –
HMS
1086
Hanseatic Management Services
New Mexico
$34K -$142K -1,026 -81%
NCM
1087
New Capital Management
Texas
$34K -$85.3K -620 -72%
CSPAM
1088
Cary Street Partners Asset Management
Virginia
$34K +$34K +28,081 New
PWPS
1089
Pinnacle Wealth Planning Services
Ohio
$33K +$33K +240 New
FWM
1090
FSA Wealth Management
Massachusetts
$32K +$32K +230 New
SFA
1091
Stewardship Financial Advisors
Georgia
$30K +$30K +220 New
GAM
1092
Gemmer Asset Management
California
$27K +$137 +1 +0.5%
PIA
1093
Powell Investment Advisors
Florida
$25K +$137 +1 +0.6%
TFA
1094
Toth Financial Advisory
Virginia
$23K – – –
BWA
1095
Burt Wealth Advisors
Maryland
$23K – – –
HS
1096
Horan Securities
United States
$23K – – –
PK
1097
Pflug Koory
Nebraska
$23K – – –
HR
1098
Howe & Rusling
New York
$23K +$23K +166 New
HGWM
1099
Harvest Group Wealth Management
Massachusetts
$22K -$136 -1 -0.6%
SA
1100
SRH Advisors
Kansas
$22K +$22K +160 New
42 43
44
45 46