LQD icon

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 %
IA
151
IFP Advisors
Florida
$22.2M +$142K +1,029 +0.6%
GW
152
GW & Wade
Massachusetts
$22M -$327K -2,366 -1%
AFA
153
American Financial Advisors
Georgia
$21.6M -$9.39K -68 -0%
WF
154
Welch & Forbes
Massachusetts
$21.3M -$213K -1,541 -1%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$21.2M +$978K +7,080 +5%
QFA
156
Quattro Financial Advisors
Texas
$20.7M +$116K +852 +0.6%
FAM
157
Flaharty Asset Management
Florida
$20.6M +$248K +1,795 +1%
B
158
Barings
North Carolina
$20.6M – – –
PWM
159
Pacific Wealth Management
California
$20.6M +$20.6M +148,847 New
TSA
160
Tri-Star Advisors
Texas
$20.4M +$7.64M +56,264 +60%
WP
161
WealthSource Partners
California
$20.2M -$13M -94,182 -39%
RIA
162
Regal Investment Advisors
Michigan
$20.1M +$6.9M +49,942 +52%
PFG
163
PAX Financial Group
Texas
$19.7M +$978K +7,083 +5%
FBB
164
Fulton Breakefield Broenniman
Maryland
$19.7M -$2.86M -20,702 -13%
PI
165
PFS Investments
Georgia
$19.1M -$7.03M -52,009 -27%
BMM
166
Berkshire Money Management
Massachusetts
$18.8M +$7.09M +51,318 +61%
HHAM
167
HITE Hedge Asset Management
Massachusetts
$18.8M +$4.4M +31,886 +31%
CWM
168
Chesapeake Wealth Management
Virginia
$18.7M +$852K +6,167 +5%
WS
169
Wela Strategies
Georgia
$18.6M +$592K +4,285 +3%
FIA
170
Foundations Investment Advisors
Arizona
$18.3M +$12.3M +90,820 +208%
FNBOH
171
First National Bank of Hutchinson
Kansas
$18M +$2.2M +16,223 +14%
VWM
172
Venturi Wealth Management
Texas
$17.9M -$217M -267,183 -92%
SPIA
173
Steward Partners Investment Advisory
New York
$17.7M +$1.52M +10,970 +9%
PAG
174
Private Advisor Group
New Jersey
$17.5M +$5.94M +42,986 +51%
AC
175
Alley Company
Illinois
$17.5M +$955K +6,917 +6%
5 6
7
8 9