LQD icon

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 %
EWA
301
Evolution Wealth Advisors
Florida
$4.45M -$42.9K -380 -1%
CWM
302
Congress Wealth Management
Massachusetts
$4.45M -$6.21K -55 -0.1%
EWA
303
ERTS Wealth Advisors
Michigan
$4.4M -$215K -1,907 -5%
BCIM
304
Bishop & Co Investment Management
Pennsylvania
$4.36M -$132K -1,172 -3%
RA
305
RFG Advisory
Alabama
$4.33M +$593K +5,249 +16%
BPA
306
Beacon Pointe Advisors
California
$4.33M +$998K +8,837 +30%
NW
307
NewEdge Wealth
Pennsylvania
$4.31M +$6.44K +57 +0.1%
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$4.3M -$320K -2,836 -7%
OIA
309
OneDigital Investment Advisors
Kansas
$4.26M -$1.66M -14,667 -28%
Walleye Trading
310
Walleye Trading
New York
$4.26M +$3.72M +32,913 +691%
FSC
311
Full Sail Capital
Oklahoma
$4.26M -$1.53M -13,569 -26%
FPW
312
Flagship Private Wealth
Massachusetts
$4.19M +$1.88M +16,616 +81%
MIM
313
MetLife Investment Management
New Jersey
$4.14M -$2.27M -20,100 -35%
MAS
314
Meeder Advisory Services
Ohio
$4.13M +$608K +5,381 +17%
PVI
315
Partners Value Investments
Bermuda
$4.13M – – –
LWM
316
Lionsbridge Wealth Management
Florida
$4.09M -$74.5K -659 -2%
SFS
317
Sowell Financial Services
Arkansas
$4.09M -$718K -6,353 -15%
William Blair & Company
318
William Blair & Company
Illinois
$4.09M +$46.5K +412 +1%
CM
319
Cornerstone Management
Georgia
$3.98M -$10.4K -92 -0.3%
RHP
320
Royal Harbor Partners
Texas
$3.95M +$236K +2,086 +6%
FAM
321
Family Asset Management
South Carolina
$3.95M -$220K -1,950 -5%
Two Sigma Investments
322
Two Sigma Investments
New York
$3.92M +$3.92M +34,700 New
FA
323
Forefront Analytics
Pennsylvania
$3.91M +$29.2K +258 +0.8%
GL
324
Graypoint LLC
New York
$3.87M +$204K +1,810 +6%
SAW
325
Signal Advisors Wealth
Michigan
$3.86M +$3.86M +34,126 New
11 12
13
14 15