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 %
CNB
351
Camden National Bank
Maine
$3.26M +$1.04M +9,173 +47%
JWBC
352
J.W. Burns & Co
New York
$3.26M +$764K +6,763 +31%
TI
353
Tidal Investments
Wisconsin
$3.24M +$3M +26,581 +1,260%
ASFA
354
All Season Financial Advisors
Colorado
$3.2M +$3.2M +28,310 New
CFAM
355
Center For Asset Management
Florida
$3.19M +$76K +673 +2%
SPW
356
Surience Private Wealth
Washington
$3.19M -$1.23M -10,882 -28%
FRA
357
Frank Rimerman Advisors
California
$3.19M – – –
WIM
358
Warwick Investment Management
Texas
$3.18M +$9.15K +81 +0.3%
MAG
359
Mokosak Advisory Group
Iowa
$3.18M -$155K -1,375 -5%
WHG
360
Westwood Holdings Group
Texas
$3.14M -$473K -4,185 -13%
JPLA
361
Joseph P. Lucia & Associates
New York
$3.13M +$944K +8,359 +43%
Asset Management One
362
Asset Management One
Japan
$3.12M – – –
EPM
363
Elm Partners Management
Pennsylvania
$3.12M -$1.84M -16,268 -37%
CW
364
CreativeOne Wealth
Kansas
$3.05M -$1.66M -14,731 -35%
IF
365
Ironwood Financial
Arizona
$3.01M -$318K -2,813 -10%
EAM
366
Eukles Asset Management
Ohio
$2.99M +$405K +3,586 +16%
SHJ
367
Sharkey, Howes & Javer
Colorado
$2.99M +$1.4M +12,386 +88%
DSC
368
Duncker Streett & Co
Missouri
$2.97M -$14.7K -130 -0.5%
IWC
369
Integrated Wealth Concepts
Massachusetts
$2.95M +$500K +4,424 +20%
OWA
370
One Wealth Advisors
California
$2.92M +$2.92M +25,874 New
IFA
371
Interactive Financial Advisors
Illinois
$2.9M -$15.9K -141 -0.5%
MFG
372
MidWestOne Financial Group
Iowa
$2.83M +$2.83M +25,059 New
NEAM
373
New England Asset Management
Connecticut
$2.82M – – –
CWP
374
Corepath Wealth Partners
Arizona
$2.82M +$65.9K +595 +2%
SC
375
Sykon Capital
New York
$2.82M +$260K +2,305 +10%
13 14
15
16 17