LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,079 hedge funds and large institutions have $32.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 302 increasing their positions, 483 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-50
Holders Change %
-4.43%
% of All Funds
17.08%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.11%
New
118
Increased
302
Reduced
483
Closed
157
Calls
$2.65B
Puts
$13B
Net Calls
-$10.3B
Net Calls Change
-$6.95B

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$804M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.23B
3
Bank of America
3
Bank of America
North Carolina
$4.18B
4
BlackRock
4
BlackRock
New York
$2.18B
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$402M

Top Sellers

1
WAMC
1
Western Asset Management Company
California
$0
2
Prudential Financial
2
Prudential Financial
New Jersey
$893M
3
DILIC
3
Dai-ichi Life Insurance Company
Japan
$632M
4
Ameriprise
4
Ameriprise
Minnesota
$1.18B
5
AssetMark Inc
5
AssetMark Inc
California
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1126
Avitas Wealth Management
California
– -$939K -7,084 Closed
WIA
1127
World Investment Advisors
California
– -$818K -6,598 Closed
PFA
1128
Pinnacle Family Advisors
Missouri
– -$840K -6,340 Closed
AA
1129
ACT Advisors
North Carolina
– -$794K -5,988 Closed
DFG
1130
Demars Financial Group
Washington
– -$776K -5,859 Closed
PCS
1131
Personal CFO Solutions
New Jersey
– -$763K -5,756 Closed
BCM
1132
Bluefin Capital Management
New York
– -$762K -5,750 Closed
PFG
1133
Piershale Financial Group
Illinois
– -$734K -5,539 Closed
GWM
1134
Greenwich Wealth Management
Connecticut
– -$730K -5,509 Closed
IDA
1135
Intelligence Driven Advisers
California
– -$678K -5,291 Closed
BAM
1136
Blueshift Asset Management
New Jersey
– -$677K -5,112 Closed
RWIA
1137
Roger Wittlin Investment Advisory
California
– -$671K -5,065 Closed
CRWM
1138
Castle Rock Wealth Management
California
– -$629K -4,879 Closed
FM
1139
Foster & Motley
Ohio
– -$642K -4,848 Closed
TFA
1140
Teamwork Financial Advisors
Texas
– -$640K -4,827 Closed
KOC
1141
Koss-Olinger Consulting
Florida
– -$609K -4,595 Closed
FEM
1142
Fulcrum Equity Management
Texas
– -$601K -4,536 Closed
GL
1143
GHE LLC
Tennessee
– -$242K -4,500 Closed
LCM
1144
Liberty Capital Management
Michigan
– -$570K -4,305 Closed
ACM
1145
Absolute Capital Management
Pennsylvania
– -$543K -4,096 Closed
WCFA
1146
Walkner Condon Financial Advisors
Wisconsin
– -$536K -4,042 Closed
NWM
1147
NEIRG Wealth Management
Massachusetts
– -$528K -3,988 Closed
CFA
1148
Camarda Financial Advisors
Florida
– -$525K -3,965 Closed
HHRDM
1149
H&H Retirement Design & Management
Nevada
– -$482K -3,917 Closed
CAWM
1150
Capital Advisors Wealth Management
Washington
– -$484K -3,651 Closed
44 45
46
47 48