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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,026 hedge funds and large institutions have $28.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 373 increasing their positions, 367 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+18
Holders Change %
+1.79%
% of All Funds
16.36%
Holding in Top 10
91
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.08%
% of All Funds
1.45%
New
137
Increased
373
Reduced
367
Closed
103
Calls
$1.66B
Puts
$1.97B
Net Calls
-$311M
Net Calls Change
+$1.69B

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$1.82B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$582M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$759M
4
Ameriprise
Ameriprise
Minnesota
$651M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$179M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$729M
2
Vanguard Group
Vanguard Group
Pennsylvania
$384K
3
DILIC
Dai-ichi Life Insurance Company
Japan
$0
4
CC
Centiva Capital
New York
$0
5
SFM
Soros Fund Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
176
Soros Fund Management
New York
$11.2M -$313M -3,063,390 -97%
JC
177
JB Capital
Connecticut
$11.2M +$10.1M +98,703 +914%
EP
178
Edgestream Partners
New Jersey
$11.1M +$11.1M +108,571 New
Daiwa Securities Group
179
Daiwa Securities Group
Japan
$10.6M -$416K -4,080 -4%
HIIFS
180
Harel Insurance Investments & Financial Services
Israel
$10.6M +$10.6M +103,779 New
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$10.5M +$1.25M +12,301 +14%
IPW
182
Invictus Private Wealth
Colorado
$10.5M -$234K -2,296 -2%
SC
183
Scotia Capital
Ontario, Canada
$10.2M +$186K +1,820 +2%
JRCM
184
Jones Road Capital Management
New York
$10.2M – – –
MWM
185
MTC Wealth Management
Florida
$9.9M -$5.12M -50,139 -34%
SEI Investments
186
SEI Investments
Pennsylvania
$9.88M – – –
NMFM
187
National Mutual Funds Management
Australia
$9.85M +$9.85M +96,576 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$9.78M +$7.92M +77,616 +425%
MSWMA
189
Market Street Wealth Management Advisors
Indiana
$9.77M +$9.77M +95,721 New
HCM
190
HMS Capital Management
Tennessee
$9.76M -$2.17M -21,251 -18%
SMI
191
Shelter Mutual Insurance
Missouri
$9.71M – – –
GCM
192
Genus Capital Management
British Columbia, Canada
$9.55M -$523K -5,130 -5%
SG Americas Securities
193
SG Americas Securities
New York
$9.53M +$4.28M +41,959 +82%
KP
194
Keel Point
Alabama
$9.4M +$332K +3,257 +4%
CFGS
195
Concourse Financial Group Securities
Alabama
$9.38M +$3.39M +33,195 +57%
RWI
196
Red Wave Investments
Pennsylvania
$9.28M -$1.94M -18,985 -17%
WF
197
Wayfinding Financial
Washington
$9.26M -$54.6K -540 -0.6%
GBWM
198
Granite Bay Wealth Management
New Hampshire
$9.12M +$9.12M +86,304 New
FD
199
Financial Designs
California
$9.06M -$476K -4,667 -5%
CFP
200
Curran Financial Partners
South Carolina
$9M +$3.95M +38,670 +78%
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