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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,026 hedge funds and large institutions have $28.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 352 increasing their positions, 407 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+13
Holders Change %
+1.28%
% of All Funds
13.76%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.02%
New
111
Increased
352
Reduced
407
Closed
80
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$734M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
+$403M
3
AAMU
APG Asset Management US
New York
+$374M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$342M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$307M

Top Sellers

1
NI
NYL Investors
New York
-$762M
2
Goldman Sachs
Goldman Sachs
New York
-$437M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Ameriprise
Ameriprise
Minnesota
-$255M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
226
Corient Private Wealth
Florida
$7.6M -$9.23M -84,223 -55%
PP
227
Paloma Partners
Connecticut
$7.57M +$7.57M +69,073 New
AllianceBernstein
228
AllianceBernstein
Tennessee
$7.42M -$203K -1,848 -3%
MA
229
Mutual Advisors
Nebraska
$7.4M -$205K -1,884 -3%
Comerica Bank
230
Comerica Bank
Texas
$7.29M -$385K -3,516 -5%
IAN
231
Integrated Advisors Network
Texas
$7.27M -$932K -8,504 -11%
KGP
232
Keystone Global Partners
Colorado
$7.18M +$1.58M +14,391 +28%
FFA
233
First Foundation Advisors
California
$7.17M -$212K -1,937 -3%
FPW
234
Fairvoy Private Wealth
Alabama
$7.15M +$113K +1,033 +2%
SF
235
Summit Financial
New Jersey
$7.14M -$321K -2,932 -4%
PWM
236
Perigon Wealth Management
California
$7.02M -$445K -4,056 -6%
IWS
237
Insight Wealth Strategies
California
$6.96M -$193K -1,764 -3%
CWM
238
Chesapeake Wealth Management
Virginia
$6.81M +$48.8K +445 +0.7%
Cerity Partners
239
Cerity Partners
New York
$6.76M +$2.41M +21,976 +55%
US Bancorp
240
US Bancorp
Minnesota
$6.75M +$484K +4,419 +8%
Vontobel Holding
241
Vontobel Holding
Switzerland
$6.72M +$44.2K +403 +0.7%
PCA
242
Providence Capital Advisors
North Carolina
$6.62M +$151K +1,375 +2%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$6.59M -$2.9M -26,488 -31%
CPBTD
244
Central Pacific Bank - Trust Division
Hawaii
$6.58M -$723K -6,600 -10%
AB
245
Aozora Bank
Japan
$6.58M – – –
VAG
246
VisionPoint Advisory Group
Texas
$6.57M -$33.5K -306 -0.5%
State Street
247
State Street
Massachusetts
$6.5M -$7.14M -65,124 -52%
MA
248
Modus Advisors
Minnesota
$6.45M +$156K +1,426 +2%
WF
249
Welch & Forbes
Massachusetts
$6.44M -$167K -1,525 -3%
AWMG
250
Alliance Wealth Management Group
New Jersey
$6.42M +$238K +2,168 +4%
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