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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 %
BBVA
201
Banco Bilbao Vizcaya Argentaria
Spain
$7.17M -$2.86M -28,000 -29%
WHG
202
Westwood Holdings Group
Texas
$7.05M +$423K +4,131 +6%
IAN
203
Integrated Advisors Network
Texas
$6.88M -$91.5K -893 -1%
BCIM
204
Bishop & Co Investment Management
Pennsylvania
$6.88M -$6.4M -62,497 -48%
EWA
205
Exencial Wealth Advisors
Oklahoma
$6.82M -$405K -3,954 -6%
First Trust Advisors
206
First Trust Advisors
Illinois
$6.64M +$118K +1,152 +2%
TDWM
207
Topel & Distasi Wealth Management
California
$6.6M -$235K -2,263 -3%
CW
208
CreativeOne Wealth
Kansas
$6.56M +$3.92M +38,228 +148%
AAMC
209
Asset Allocation & Management Company
Illinois
$6.45M – – –
DAS
210
Dynamic Advisor Solutions
Arizona
$6.42M +$167K +1,630 +3%
Janus Henderson Group
211
Janus Henderson Group
United Kingdom
$6.25M +$6.25M +60,968 New
Point72 Asset Management
212
Point72 Asset Management
Connecticut
$6.15M +$6.15M +60,000 New
IFA
213
Interactive Financial Advisors
Illinois
$6.14M -$2.88M -28,090 -32%
SWA
214
Stratos Wealth Advisors
Ohio
$6.1M +$4.74M +46,300 +350%
Renaissance Technologies
215
Renaissance Technologies
New York
$6.09M +$6.09M +59,400 New
FCA
216
FinTrust Capital Advisors
South Carolina
$5.91M -$18.3K -180 -0.3%
OC
217
Oppenheimer & Co
New York
$5.84M +$433K +4,225 +8%
OMC
218
Old Mission Capital
Illinois
$5.82M +$5.82M +56,807 New
NWM
219
NEIRG Wealth Management
Massachusetts
$5.54M +$5.54M +54,102 New
AI
220
Atria Investments
North Carolina
$5.53M +$480K +4,686 +10%
GVAG
221
Great Valley Advisor Group
Delaware
$5.47M +$42.8K +418 +0.8%
GC
222
Gilbert & Cook
Iowa
$5.43M -$4.31M -42,521 -44%
FNBOSM
223
First National Bank of South Miami
Florida
$5.3M -$160K -1,560 -3%
WA
224
WBH Advisory
Maryland
$5.27M +$3.34M +32,553 +172%
Goldman Sachs
225
Goldman Sachs
New York
$5.19M -$207M -2,022,304 -98%
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