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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 %
CA
351
CV Advisors
Florida
$3.05M +$2.08M +19,450 +214%
Cerity Partners
352
Cerity Partners
New York
$3.04M -$1.55M -14,548 -34%
BCI
353
Brinker Capital Investments
Pennsylvania
$3.01M +$967K +9,053 +47%
OPS
354
Orion Portfolio Solutions
Nebraska
$3.01M +$967K +9,053 +47%
SPIA
355
Steward Partners Investment Advisory
New York
$2.99M +$460K +4,305 +18%
RFC
356
Regions Financial Corp
Alabama
$2.98M -$214K -2,005 -7%
WCWM
357
Wooster Corthell Wealth Management
Connecticut
$2.98M -$111K -1,043 -4%
KP
358
Keel Point
Alabama
$2.95M -$355K -3,326 -11%
EPM
359
Elm Partners Management
Pennsylvania
$2.95M – – –
EAM
360
Eukles Asset Management
Ohio
$2.93M +$96.1K +899 +3%
MFG
361
MidWestOne Financial Group
Iowa
$2.87M +$195K +1,826 +7%
CBT
362
Crews Bank & Trust
Florida
$2.86M +$2.86M +26,806 New
WHG
363
Westwood Holdings Group
Texas
$2.86M -$112K -1,052 -4%
WFAG
364
Wescott Financial Advisory Group
Pennsylvania
$2.82M +$389K +3,639 +16%
SHJ
365
Sharkey, Howes & Javer
Colorado
$2.8M -$23.6K -221 -0.8%
FPW
366
Flagship Private Wealth
Massachusetts
$2.8M -$1.16M -10,857 -29%
IAS
367
Insigneo Advisory Services
Florida
$2.8M +$146K +1,366 +6%
Natixis Advisors
368
Natixis Advisors
Massachusetts
$2.79M +$2.79M +26,150 New
IF
369
Ironwood Financial
Arizona
$2.78M -$62.8K -588 -2%
AWAU
370
Alliance Wealth Advisors (Utah)
Utah
$2.78M -$635K -5,941 -19%
MAM
371
MMA Asset Management
Pennsylvania
$2.77M -$3.28M -30,721 -54%
CWP
372
Corepath Wealth Partners
Arizona
$2.76M +$81.2K +772 +3%
SB
373
SIG Brokerage
New York
$2.75M +$2.75M +25,783 New
SR
374
Syntax Research
Florida
$2.71M -$471K -4,404 -15%
IFA
375
Interactive Financial Advisors
Illinois
$2.69M -$54K -505 -2%
13 14
15
16 17