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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,066 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 368 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+27
Holders Change %
+2.6%
% of All Funds
14.19%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.04%
New
158
Increased
368
Reduced
389
Closed
106
Calls
$3.85B
Puts
$2.8B
Net Calls
+$1.05B
Net Calls Change
+$850M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$443M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$280M
3
Citadel Advisors
Citadel Advisors
Florida
$292M
4
Wealthfront Advisers
Wealthfront Advisers
California
$884M
5
Wells Fargo
Wells Fargo
California
$641M

Top Sellers

1
NI
NYL Investors
New York
$154M
2
Bank of America
Bank of America
North Carolina
$1.81B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.54M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
226
Asset Management One
Japan
$8.13M +$5.18M +48,580 +176%
MA
227
Mutual Advisors
Nebraska
$8.04M +$566K +5,308 +8%
ACM
228
Anfield Capital Management
California
$7.96M +$225K +2,106 +3%
Comerica Bank
229
Comerica Bank
Texas
$7.88M -$671K -6,283 -8%
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$7.81M -$33.4K -313 -0.4%
WA
231
WBH Advisory
Maryland
$7.79M -$65.5K -613 -0.8%
AFWM
232
AMJ Financial Wealth Management
Virginia
$7.75M +$52.5K +491 +0.7%
CM
233
Castleark Management
Illinois
$7.6M +$7.6M +71,170 New
OBWG
234
Onyx Bridge Wealth Group
New York
$7.58M +$1.77M +16,583 +31%
HWA
235
Heartwood Wealth Advisors
Virginia
$7.56M +$15.3K +143 +0.2%
PWM
236
Perigon Wealth Management
California
$7.56M -$795K -7,454 -10%
FHB
237
First Hawaiian Bank
Hawaii
$7.52M +$1.06M +9,950 +16%
SAW
238
Signal Advisors Wealth
Michigan
$7.45M +$3.8M +35,598 +104%
AllianceBernstein
239
AllianceBernstein
Tennessee
$7.43M -$878K -8,222 -11%
WF
240
Wayfinding Financial
Washington
$7.42M +$7.42M +69,473 New
BHB
241
Bank Hapoalim BM
Israel
$7.4M -$8.57M – –
IAN
242
Integrated Advisors Network
Texas
$7.35M -$7.54M -70,602 -51%
KPWS
243
Kestra Private Wealth Services
Texas
$7.28M +$1.1M +10,325 +18%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$7.2M -$349K -3,265 -5%
CPBTD
245
Central Pacific Bank - Trust Division
Hawaii
$7.2M – – –
MAM
246
Milestone Asset Management
Pennsylvania
$7.17M +$7.17M +67,124 New
JE
247
JMAC Enterprises
Pennsylvania
$7.05M +$799K +7,475 +13%
EWA
248
Exencial Wealth Advisors
Oklahoma
$7.03M +$385K +3,599 +6%
FAT
249
First American Trust
California
$6.95M +$354K +3,316 +5%
Bank Julius Baer & Co
250
Bank Julius Baer & Co
Switzerland
$6.92M +$447K +3,796 +7%
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