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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 %
SFS
326
Sowell Financial Services
Arkansas
$3.64M -$233K -2,178 -6%
SS
327
SBI Securities
Japan
$3.61M +$3.61M +33,834 New
LWA
328
Lantern Wealth Advisors
New York
$3.57M +$284K +2,660 +9%
ISWM
329
Independent Solutions Wealth Management
New York
$3.56M -$978K -9,156 -22%
TF
330
TME Financial
California
$3.55M +$3.55M +31,426 New
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$3.55M +$119K +1,118 +3%
ASN
332
Advisory Services Network
Georgia
$3.53M +$171K +1,598 +5%
JPLA
333
Joseph P. Lucia & Associates
New York
$3.53M +$564K +5,276 +19%
HA
334
Herold Advisors
New York
$3.52M +$225K +2,109 +7%
MAS
335
Meeder Advisory Services
Ohio
$3.52M -$384K -3,596 -10%
LA
336
LWM Advisors
California
$3.51M +$3.51M +32,821 New
FFS
337
Founders Financial Securities
Maryland
$3.48M -$104K -977 -3%
OMC
338
Old Mission Capital
Illinois
$3.37M -$21.3M -199,363 -86%
FF
339
Farrell Financial
New York
$3.36M -$33.4K -313 -1%
ACA
340
Anchor Capital Advisors
Massachusetts
$3.35M -$134K -1,250 -4%
BPA
341
Beacon Pointe Advisors
California
$3.27M -$821K -7,682 -20%
Jones Financial Companies
342
Jones Financial Companies
Missouri
$3.26M +$1.46M +13,619 +80%
HI
343
Horizon Investments
North Carolina
$3.19M -$38.1K -358 -1%
CB
344
Commerce Bank
Missouri
$3.17M -$16K -150 -0.5%
UBP
345
Union Bancaire Privee
Switzerland
$3.16M +$3.16M +30,208 New
FRA
346
Frank Rimerman Advisors
California
$3.13M +$119K +1,117 +4%
I
347
INVST
Indiana
$3.12M -$19.5M -182,386 -86%
MAG
348
Mokosak Advisory Group
Iowa
$3.11M +$95.3K +892 +3%
SSCM
349
Spectrum Strategic Capital Management
Oregon
$3.09M +$1.31M +12,259 +74%
TFA
350
Transamerica Financial Advisors
Florida
$3.07M -$283K -2,646 -8%
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14
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