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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 %
FWM
326
Foguth Wealth Management
Michigan
$3.81M +$1.65M +14,839 +76%
FFS
327
Founders Financial Securities
Maryland
$3.79M -$277K -2,451 -7%
ANTB
328
AMG National Trust Bank
Colorado
$3.78M -$553K -4,899 -13%
ITB
329
Idaho Trust Bank
Idaho
$3.76M +$320K +2,833 +9%
HWMC
330
Heritage Wealth Management (California)
California
$3.74M -$63.5K -562 -2%
Belvedere Trading
331
Belvedere Trading
Illinois
$3.71M +$2.93M +25,901 +371%
ACA
332
Anchor Capital Advisors
Massachusetts
$3.68M -$1.55M -13,690 -30%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$3.63M +$373K +3,301 +11%
AWAU
334
Alliance Wealth Advisors (Utah)
Utah
$3.61M +$3.61M +31,954 New
TFA
335
Transamerica Financial Advisors
Florida
$3.54M +$3.4M +30,101 +2,443%
PCA
336
Prosperity Capital Advisors
Ohio
$3.53M +$2.89M +25,600 +454%
AWMG
337
Alliance Wealth Management Group
New Jersey
$3.51M +$656K +5,808 +23%
BWM
338
Brophy Wealth Management
New Hampshire
$3.5M +$3.5M +30,980 New
KP
339
Keel Point
Alabama
$3.5M -$1.88M -16,631 -35%
FF
340
Farrell Financial
New York
$3.49M +$11.9K +108 +0.3%
HA
341
Herold Advisors
New York
$3.49M +$14.7K +130 +0.4%
FTS
342
Fifth Third Securities
Ohio
$3.48M -$94.1K -833 -3%
LWA
343
Lantern Wealth Advisors
New York
$3.47M +$26K +230 +0.8%
HI
344
Horizon Investments
North Carolina
$3.4M +$14.4K +128 +0.4%
PI
345
PineBridge Investments
New York
$3.39M +$3.39M +30,048 New
RFC
346
Regions Financial Corp
Alabama
$3.38M +$147K +1,298 +5%
CB
347
Commerce Bank
Missouri
$3.37M +$112K +995 +3%
ASN
348
Advisory Services Network
Georgia
$3.37M – – –
SR
349
Syntax Research
Florida
$3.36M +$2.49M +22,018 +284%
WCWM
350
Wooster Corthell Wealth Management
Connecticut
$3.27M +$1.71M +15,174 +111%
12 13
14
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