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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,001 hedge funds and large institutions have $26.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 350 increasing their positions, 413 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-47
Holders Change %
-4.48%
% of All Funds
14.56%
Holding in Top 10
70
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-16.67%
% of All Funds
1.02%
New
92
Increased
350
Reduced
413
Closed
130
Calls
$3.99B
Puts
$4.03B
Net Calls
-$44.2M
Net Calls Change
-$162M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$260M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$258M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$75M
4
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$65.4M
5
CM
Capula Management
Cayman Islands
+$58.9M

Top Sellers

1
NI
NYL Investors
New York
-$708M
2
Prudential Financial
Prudential Financial
New Jersey
-$541M
3
Jane Street
Jane Street
New York
-$344M
4
DCP
Diameter Capital Partners
New York
-$268M
5
CC
Centiva Capital
New York
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
276
Clear Creek Financial Management
Washington
$4.76M -$41.7K -389 -0.9%
VAG
277
VisionPoint Advisory Group
Texas
$4.75M -$232K -2,168 -5%
EPM
278
Elm Partners Management
Pennsylvania
$4.7M +$492K +4,596 +12%
WF
279
Wayfinding Financial
Washington
$4.69M +$13.1K +122 +0.3%
ISWM
280
Independent Solutions Wealth Management
New York
$4.66M +$22.7K +212 +0.5%
ECM
281
Evergreen Capital Management
Washington
$4.64M -$45.5K -425 -1%
SFS
282
Sowell Financial Services
Arkansas
$4.56M +$1.45M +13,537 +47%
NS
283
NBC Securities
Alabama
$4.54M +$84.5K +789 +2%
RC
284
Rovin Capital
Arizona
$4.53M +$941K +8,784 +26%
MAM
285
Milestone Asset Management
Pennsylvania
$4.53M -$1.62M -15,134 -26%
PGF
286
Plan Group Financial
Oklahoma
$4.52M +$323K +3,016 +8%
FLPIM
287
F.L. Putnam Investment Management
Massachusetts
$4.51M +$93.6K +874 +2%
OCM
288
One Capital Management
California
$4.5M -$2.49M -23,258 -36%
CW
289
CreativeOne Wealth
Kansas
$4.47M -$5.3M -49,512 -54%
SWP
290
ShoreHaven Wealth Partners
New Jersey
$4.46M -$306K -2,859 -6%
Cerity Partners
291
Cerity Partners
New York
$4.39M +$121K +1,131 +3%
Qube Research & Technologies (QRT)
292
Qube Research & Technologies (QRT)
United Kingdom
$4.38M -$3.67M -34,297 -46%
EWA
293
ERTS Wealth Advisors
Michigan
$4.38M +$207K +1,931 +5%
OBWG
294
Onyx Bridge Wealth Group
New York
$4.38M +$205K +1,910 +5%
EWA
295
Evolution Wealth Advisors
Florida
$4.26M +$57.7K +539 +1%
BCIM
296
Bishop & Co Investment Management
Pennsylvania
$4.26M -$179K -1,670 -4%
UCFA
297
United Capital Financial Advisors
Texas
$4.25M -$11.8M -110,476 -74%
CWM
298
Congress Wealth Management
Massachusetts
$4.22M -$3.21K -30 -0.1%
SPW
299
Surience Private Wealth
Washington
$4.19M +$1.23M +11,526 +42%
CCM
300
Crabel Capital Management
California
$4.11M +$1.72M +16,067 +72%
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