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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.

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

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.32B
2
Bank of America
Bank of America
North Carolina
$2.75B
3
Ameriprise
Ameriprise
Minnesota
$898M
4
AB
Aozora Bank
Japan
$6.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
176
Principal Financial Group
Iowa
$11.9M -$1.62M -14,741 -12%
PP
177
Paloma Partners
Connecticut
$11.7M +$4.1M +37,441 +54%
SWP
178
Strategic Wealth Partners
Ohio
$11.6M +$2.23M +20,307 +24%
DI
179
DDFG Inc
California
$11.5M +$686K +6,263 +6%
JRCM
180
Jones Road Capital Management
New York
$11M – – –
HIIFS
181
Harel Insurance Investments & Financial Services
Israel
$10.8M +$822K +7,500 +8%
SC
182
Scotia Capital
Ontario, Canada
$10.7M +$1.54M +14,085 +17%
SEI Investments
183
SEI Investments
Pennsylvania
$10.6M – – –
EH
184
Equitable Holdings
New York
$10.6M -$284K -2,590 -3%
IWM
185
IHT Wealth Management
Illinois
$10.5M +$7.66M +69,889 +271%
FD
186
Financial Designs
California
$10.4M -$232K -2,118 -2%
SLF
187
Sun Life Financial
Ontario, Canada
$10.2M +$9.35M +86,000 +1,075%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$10.1M -$970K -8,848 -9%
WF
189
Wayfinding Financial
Washington
$10M +$10M +91,568 New
TCM
190
Twele Capital Management
Minnesota
$10M -$73K -666 -0.7%
IWP
191
Insight Wealth Partners
Texas
$9.89M +$2.4M +21,916 +32%
SF
192
Synovus Financial
Georgia
$9.79M -$400K -3,652 -4%
FNC
193
First National Corp
Massachusetts
$9.75M -$1.48M -13,517 -13%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$9.54M +$1.74M +15,895 +22%
BHWM
195
Bar Harbor Wealth Management
New Hampshire
$9.47M -$489K -4,459 -5%
FIM
196
Freedom Investment Management
Connecticut
$9.2M +$4.32M +39,431 +89%
BCM
197
BlueCrest Capital Management
Jersey
$9.14M -$2.71M -24,680 -23%
SFG
198
SevenBridge Financial Group
Pennsylvania
$8.86M +$1.65M +15,039 +23%
Walleye Capital
199
Walleye Capital
New York
$8.78M -$3.83M -34,900 -30%
WSTAM
200
Wilbanks Smith & Thomas Asset Management
Virginia
$8.77M +$8.51M +77,606 +3,283%
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