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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 %
Squarepoint
126
Squarepoint
New York
$17.6M +$17.6M +172,035 New
MMA
127
Miracle Mile Advisors
California
$17.2M +$128K +1,251 +0.8%
EDRH
128
Edmond de Rothschild Holding
Switzerland
$17M +$4.95M +48,300 +41%
KWM
129
Kingsview Wealth Management
Oregon
$16.9M +$4.03M +39,300 +31%
PP
130
Passaic Partners
New Jersey
$16.9M +$16.9M +164,534 New
Baird Financial Group
131
Baird Financial Group
Wisconsin
$16.7M +$1.14M +11,145 +7%
MWM
132
MTC Wealth Management
Florida
$16.6M +$14M +137,055 +540%
PL
133
Protective Life
Alabama
$16.2M – – –
PAMS
134
Pictet Asset Management (Switzerland)
Switzerland
$16M -$5.16M -50,402 -24%
GC
135
Guggenheim Capital
Illinois
$15.6M +$227K +2,219 +1%
B
136
Barings
North Carolina
$15.6M +$8.02M +78,260 +106%
WF
137
Welch & Forbes
Massachusetts
$15.4M +$113K +1,104 +0.7%
RIA
138
Regal Investment Advisors
Michigan
$15.3M +$357K +3,486 +2%
RBC
139
Rye Brook Capital
Connecticut
$15.1M – – –
JG
140
Jefferies Group
New York
$15.1M +$13.9M +135,468 +1,168%
FAT
141
First American Trust
California
$14.9M -$759K -7,412 -5%
AIMC
142
Alley Investment Management Company
Illinois
$14.9M -$1.19M -11,637 -7%
Betterment LLC
143
Betterment LLC
New York
$14.9M – – –
CFP
144
Curran Financial Partners
South Carolina
$14.8M -$1.98M -19,322 -12%
CS
145
Credit Suisse
Switzerland
$14.7M -$16.9M -165,351 -53%
WW
146
Westshore Wealth
California
$14.5M +$248K +2,425 +2%
EH
147
Equitable Holdings
New York
$14.3M +$3.5M +34,172 +32%
Invesco
148
Invesco
Georgia
$14.3M +$9.77M +95,394 +214%
CAN
149
Cetera Advisor Networks
California
$14.3M +$9.28M +90,587 +185%
GW
150
GW & Wade
Massachusetts
$13.9M -$1.21M -11,839 -8%
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