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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 %
IC
276
Innealta Capital
Texas
$6.31M +$6.31M +55,821 +83,315%
FFG
277
Fiduciary Financial Group
California
$6.31M +$558K +5,023 +10%
First Trust Advisors
278
First Trust Advisors
Illinois
$6.23M +$481K +4,254 +8%
OBWG
279
Onyx Bridge Wealth Group
New York
$6.14M +$1.53M +13,500 +33%
MFG
280
Midwest Financial Group
Kansas
$6.14M +$52.2K +462 +0.9%
MAM
281
MMA Asset Management
Pennsylvania
$6.09M +$3.23M +30,065 +113%
FCIM
282
Fairview Capital Investment Management
California
$6.04M +$335K +2,963 +6%
CIA
283
Capital Investment Advisors
Georgia
$5.78M +$102K +907 +2%
RWI
284
Red Wave Investments
Pennsylvania
$5.73M -$528K -4,674 -8%
CCM
285
Crabel Capital Management
California
$5.7M +$1.37M +12,142 +32%
Loomis, Sayles & Company
286
Loomis, Sayles & Company
Massachusetts
$5.64M +$1.84M +16,254 +48%
CA
287
CoreCap Advisors
Michigan
$5.62M +$5.62M +49,757 New
AIP
288
Ameritas Investment Partners
Nebraska
$5.55M – – –
BHWM
289
Bar Harbor Wealth Management
New Hampshire
$5.35M +$16.4K +145 +0.3%
FIM
290
Freedom Investment Management
Connecticut
$5.22M -$2.4M -21,243 -31%
PGF
291
Plan Group Financial
Oklahoma
$5.13M +$364K +3,222 +8%
FLPIM
292
F.L. Putnam Investment Management
Massachusetts
$5.04M +$284K +2,510 +6%
SWA
293
Sax Wealth Advisors
New Jersey
$5M +$5M +44,213 New
Cerity Partners
294
Cerity Partners
New York
$4.86M +$232K +2,051 +5%
ISWM
295
Independent Solutions Wealth Management
New York
$4.8M -$108K -960 -2%
CCFM
296
Clear Creek Financial Management
Washington
$4.75M -$268K -2,368 -5%
ECM
297
Evergreen Capital Management
Washington
$4.72M -$177K -1,566 -4%
CCA
298
Cobblestone Capital Advisors
New York
$4.66M -$1.22M -10,783 -21%
UCFA
299
United Capital Financial Advisors
Texas
$4.56M +$75.2K +666 +2%
NS
300
NBC Securities
Alabama
$4.55M -$241K -2,133 -5%
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