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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,067 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, 369 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+28
Holders Change %
+2.69%
% of All Funds
14.2%
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
369
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
+$393M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$271M
3
Citadel Advisors
Citadel Advisors
Florida
+$230M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$216M
5
Wells Fargo
Wells Fargo
California
+$212M

Top Sellers

1
NI
NYL Investors
New York
-$799M
2
Bank of America
Bank of America
North Carolina
-$575M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$357M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$140M
5
Ameriprise
Ameriprise
Minnesota
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
276
Aptus Capital Advisors
Alabama
$5.95M +$5.24M +49,090 +740%
FFG
277
Fiduciary Financial Group
California
$5.95M -$35.6K -338 -0.6%
ITB
278
Idaho Trust Bank
Idaho
$5.92M +$2.37M +22,167 +67%
MFG
279
Midwest Financial Group
Kansas
$5.78M -$26.7K -250 -0.5%
First Trust Advisors
280
First Trust Advisors
Illinois
$5.58M -$310K -2,901 -5%
CIA
281
Capital Investment Advisors
Georgia
$5.47M +$6.3K +59 +0.1%
FPW
282
Fairvoy Private Wealth
Alabama
$5.36M +$5.36M +50,157 New
AIP
283
Ameritas Investment Partners
Nebraska
$5.35M +$107K +1,000 +2%
FTS
284
Fifth Third Securities
Ohio
$5.32M +$2.02M +18,953 +62%
FWM
285
Foguth Wealth Management
Michigan
$5.16M +$1.49M +13,885 +41%
AWMG
286
Alliance Wealth Management Group
New Jersey
$5.13M +$1.82M +16,996 +55%
RWI
287
Red Wave Investments
Pennsylvania
$5.11M -$311K -2,915 -6%
FLPIM
288
F.L. Putnam Investment Management
Massachusetts
$5.05M +$280K +2,620 +6%
SWA
289
Sax Wealth Advisors
New Jersey
$4.98M +$259K +2,426 +5%
BHWM
290
Bar Harbor Wealth Management
New Hampshire
$4.97M -$83.7K -783 -2%
PGF
291
Plan Group Financial
Oklahoma
$4.95M +$96.7K +905 +2%
FCIM
292
Fairview Capital Investment Management
California
$4.91M -$798K -7,470 -14%
JSAM
293
J. Safra Asset Management
New York
$4.8M -$1.38M -12,911 -22%
FIM
294
Freedom Investment Management
Connecticut
$4.77M -$172K -1,610 -3%
CWM
295
Congress Wealth Management
Massachusetts
$4.73M +$522K +4,885 +12%
GL
296
Graypoint LLC
New York
$4.71M +$1.05M +9,841 +29%
CA
297
CoreCap Advisors
Michigan
$4.7M -$614K -5,743 -12%
CCFM
298
Clear Creek Financial Management
Washington
$4.6M +$104K +973 +2%
OIA
299
OneDigital Investment Advisors
Kansas
$4.54M +$512K +4,795 +13%
ECM
300
Evergreen Capital Management
Washington
$4.46M -$6.09K -57 -0.1%
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