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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,039 hedge funds and large institutions have $28B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 413 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+38
Holders Change %
+3.8%
% of All Funds
15.03%
Holding in Top 10
80
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
118
Increased
413
Reduced
355
Closed
68
Calls
$4.29B
Puts
$4.09B
Net Calls
+$198M
Net Calls Change
+$242M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$287M
2
Ameriprise
Ameriprise
Minnesota
+$230M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$222M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$153M
5
AssetMark Inc
AssetMark Inc
California
+$150M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$1.35B
2
Prudential Financial
Prudential Financial
New Jersey
-$317M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$264M
4
AIMU
Allianz Investment Management US
Minnesota
-$169M
5
Bank of America
Bank of America
North Carolina
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
251
Bank Julius Baer & Co
Switzerland
$7.36M -$909K -6,786 -11%
Janus Henderson Group
252
Janus Henderson Group
United Kingdom
$7.31M -$12.7M -112,126 -63%
Capstone Investment Advisors
253
Capstone Investment Advisors
New York
$7.21M -$1.84M -16,300 -20%
FGA
254
Fortis Group Advisors
New Jersey
$7.11M +$6.19M +54,825 +676%
CFP
255
Curran Financial Partners
South Carolina
$7.08M +$374K +3,308 +6%
EWA
256
Exencial Wealth Advisors
Oklahoma
$7.03M -$126K -1,112 -2%
SF
257
Summit Financial
New Jersey
$7M -$83.5K -739 -1%
EAMA
258
EFG Asset Management (Americas)
Florida
$6.98M -$55.6K -492 -0.8%
FAT
259
First American Trust
California
$6.97M +$794K +7,031 +13%
Vontobel Holding
260
Vontobel Holding
Switzerland
$6.88M -$160K -1,412 -2%
FHB
261
First Hawaiian Bank
Hawaii
$6.82M -$155K -1,375 -2%
PFP
262
Pinnacle Financial Partners
Tennessee
$6.79M -$1.13M -9,958 -14%
AB
263
Aozora Bank
Japan
$6.78M – – –
VAS
264
Vestmark Advisory Solutions
Massachusetts
$6.76M -$364K -3,220 -5%
AFG
265
Atomi Financial Group
New York
$6.72M +$209K +1,849 +3%
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$6.69M +$5.7M +50,471 +579%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$6.66M -$357K -3,155 -5%
JE
268
JMAC Enterprises
Pennsylvania
$6.61M +$728K +6,440 +12%
NL
269
NVWM LLC
Pennsylvania
$6.59M -$247K -2,186 -4%
JSAM
270
J. Safra Asset Management
New York
$6.54M +$351K +3,096 +6%
PCA
271
Providence Capital Advisors
North Carolina
$6.54M +$30.4K +269 +0.5%
KPWS
272
Kestra Private Wealth Services
Texas
$6.53M -$2.54M -22,493 -28%
CCM
273
Condor Capital Management
New Jersey
$6.5M +$235K +2,083 +4%
CWM
274
Chesapeake Wealth Management
Virginia
$6.42M +$133K +1,176 +2%
MA
275
Modus Advisors
Minnesota
$6.41M +$247K +2,188 +4%
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