LQD icon

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 %
TPW
301
Turn8 Private Wealth
$4.34M +$4.34M +40,620 New
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$4.3M -$2.03M -18,977 -32%
LP
303
LMR Partners
United Kingdom
$4.27M -$10.7M -100,000 -71%
UCFA
304
United Capital Financial Advisors
Texas
$4.26M -$51.8K -485 -1%
TD Asset Management
305
TD Asset Management
Ontario, Canada
$4.25M -$7.21M -67,521 -63%
PWM
306
Pines Wealth Management
North Carolina
$4.21M +$4.21M +39,899 New
PAS
307
PKS Advisory Services
New York
$4.18M +$4.18M +39,156 New
IC
308
Innealta Capital
Texas
$4.11M -$1.86M -17,435 -31%
EWA
309
ERTS Wealth Advisors
Michigan
$4.09M -$73.1K -684 -2%
CM
310
Cornerstone Management
Georgia
$4.08M +$312K +2,919 +8%
NW
311
NewEdge Wealth
Pennsylvania
$4.07M -$4.92K -46 -0.1%
RA
312
RFG Advisory
Alabama
$4.05M -$49.9K -467 -1%
EWA
313
Evolution Wealth Advisors
Florida
$4.04M -$169K -1,585 -4%
MWM
314
MFG Wealth Management
Indiana
$4.03M +$4.03M +37,740 New
MIM
315
MetLife Investment Management
New Jersey
$4.01M +$96.2K +900 +2%
FSC
316
Full Sail Capital
Oklahoma
$3.98M -$39.5K -370 -1%
JIR
317
James Investment Research
Ohio
$3.94M +$1.67M +15,665 +74%
JWBC
318
J.W. Burns & Co
New York
$3.93M +$843K +7,890 +27%
PVI
319
Partners Value Investments
Bermuda
$3.9M – – –
P
320
&Partners
Tennessee
$3.88M +$2.99M +28,194 +338%
BCIM
321
Bishop & Co Investment Management
Pennsylvania
$3.76M -$369K -3,458 -9%
ANTB
322
AMG National Trust Bank
Colorado
$3.74M +$170K +1,590 +5%
LWM
323
Lionsbridge Wealth Management
Florida
$3.73M -$145K -1,356 -4%
HWMC
324
Heritage Wealth Management (California)
California
$3.68M +$147K +1,376 +4%
CNB
325
Camden National Bank
Maine
$3.67M +$579K +5,417 +19%
11 12
13
14 15