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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,035 hedge funds and large institutions have $37.5B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 414 increasing their positions, 369 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
-19
Holders Change %
-1.8%
% of All Funds
18.18%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
75
Increased
414
Reduced
369
Closed
74
Calls
$1.08B
Puts
$3.67B
Net Calls
-$2.59B
Net Calls Change
+$696M

Top Buyers

1
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$1.06B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$786M
4
NI
NYL Investors
New York
$513M
5
Ameriprise
Ameriprise
Minnesota
$1.38B

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$498M
2
BlackRock
BlackRock
New York
$1.48B
3
Morgan Stanley
Morgan Stanley
New York
$1.59B
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$4.15M
5
AIMU
Allianz Investment Management US
Minnesota
$861M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
201
SVB Wealth
Massachusetts
$9.18M +$605K +4,544 +7%
DCM
202
Donaldson Capital Management
Indiana
$9.02M +$865K +6,506 +11%
HCM
203
HMS Capital Management
Tennessee
$9.01M -$4.12K -31 -0%
CA
204
Cetera Advisors
Colorado
$8.98M +$635K +4,777 +8%
TCM
205
Towercrest Capital Management
Pennsylvania
$8.93M +$108K +810 +1%
BHB
206
Bank Hapoalim BM
Israel
$8.84M -$9.31M – –
IFS
207
Ifrah Financial Services
Arkansas
$8.8M +$176K +1,322 +2%
BFG
208
Barber Financial Group
Kansas
$8.47M +$1.12M +8,454 +15%
WQ
209
Wealth Quarterback
New Jersey
$8.46M +$23.2K +185 +0.3%
HIIFS
210
Harel Insurance Investments & Financial Services
Israel
$8.3M +$1.51M +11,360 +22%
BAM
211
Belpointe Asset Management
Nevada
$8.24M +$1.8M +13,494 +28%
SI
212
Stephens Inc
Arkansas
$8.24M -$3.71M -27,853 -31%
CCG
213
Cypress Capital Group
Florida
$8.22M +$461K +3,468 +6%
PWM
214
Pacific Wealth Management
California
$8.21M +$28.3K +213 +0.3%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$8.16M +$3.86M +29,020 +90%
First Trust Advisors
216
First Trust Advisors
Illinois
$8.14M +$698K +5,243 +9%
SFFS
217
Stonehage Fleming Financial Services
Jersey
$8.09M +$110K +828 +1%
SIM
218
Stratos Investment Management
Ohio
$7.93M +$5.53M +41,552 +231%
CWP
219
Corepath Wealth Partners
Arizona
$7.7M +$460K +3,457 +6%
SPIA
220
Steward Partners Investment Advisory
New York
$7.54M -$2.57M -19,293 -25%
CIA
221
Capital Investment Advisors
Georgia
$7.46M -$205K -1,542 -3%
RWM
222
Ritholtz Wealth Management
New York
$7.4M +$391K +2,941 +6%
SWP
223
Stratos Wealth Partners
Ohio
$7.37M -$319K -2,396 -4%
Franklin Resources
224
Franklin Resources
California
$7.37M -$652K -4,900 -8%
PFP
225
Pinnacle Financial Partners
Tennessee
$7.36M +$167K +1,256 +2%
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