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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 %
RWG
201
Regal Wealth Group
California
$8.61M -$311K -2,869 -3%
Victory Capital Management
202
Victory Capital Management
Texas
$8.58M -$7.02M -64,020 -45%
MA
203
Mutual Advisors
Nebraska
$8.58M -$1.19M -10,837 -12%
PAG
204
Private Advisor Group
New Jersey
$8.58M -$731K -6,670 -8%
EIP
205
Easterly Investment Partners
Massachusetts
$8.36M +$877 +8 +0%
Mariner
206
Mariner
Kansas
$8.26M +$1.09M +9,924 +15%
AllianceBernstein
207
AllianceBernstein
Tennessee
$8.08M +$279K +2,547 +4%
KAS
208
Kestra Advisory Services
Texas
$8.07M -$1.02M -9,316 -11%
BBA
209
BLB&B Advisors
Pennsylvania
$8.06M -$170K -1,552 -2%
SCM
210
Stevens Capital Management
Pennsylvania
$8.03M +$3.31M +30,200 +70%
First Trust Advisors
211
First Trust Advisors
Illinois
$7.98M +$1.08M +9,846 +16%
EWA
212
Exencial Wealth Advisors
Oklahoma
$7.97M -$396K -3,613 -5%
TCM
213
Towercrest Capital Management
Pennsylvania
$7.96M -$47.4K -432 -0.6%
SI
214
Stephens Inc
Arkansas
$7.88M +$271K +2,471 +4%
DCM
215
Donaldson Capital Management
Indiana
$7.84M -$170K -1,550 -2%
Amundi
216
Amundi
France
$7.58M – – –
CFP
217
Curran Financial Partners
South Carolina
$7.5M -$926K -8,447 -11%
TDWM
218
Topel & Distasi Wealth Management
California
$7.44M +$371K +3,389 +5%
AI
219
Atria Investments
North Carolina
$7.39M +$342K +3,117 +5%
ASN
220
Advisory Services Network
Georgia
$7.05M +$3.57M +32,550 +102%
Bank of New York Mellon
221
Bank of New York Mellon
New York
$7.03M +$1.28M +11,675 +22%
HWA
222
Heartwood Wealth Advisors
Virginia
$6.89M +$201K +1,830 +3%
IFA
223
Interactive Financial Advisors
Illinois
$6.82M -$485K -4,424 -7%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$6.77M -$1.69M -15,379 -20%
WHG
225
Westwood Holdings Group
Texas
$6.76M -$1.31M -11,939 -16%
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