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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,026 hedge funds and large institutions have $28.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 352 increasing their positions, 407 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+13
Holders Change %
+1.28%
% of All Funds
13.76%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.02%
New
111
Increased
352
Reduced
407
Closed
80
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$734M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
+$403M
3
AAMU
APG Asset Management US
New York
+$374M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$342M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$307M

Top Sellers

1
NI
NYL Investors
New York
-$762M
2
Goldman Sachs
Goldman Sachs
New York
-$437M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Ameriprise
Ameriprise
Minnesota
-$255M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSAM
376
J. Safra Asset Management
New York
$2.54M +$50.3K +461 +2%
SA
377
Sovran Advisors
California
$2.5M +$129K +1,196 +5%
WCWM
378
Wooster Corthell Wealth Management
Connecticut
$2.48M -$541K -4,936 -18%
BWM
379
Bulltick Wealth Management
Florida
$2.47M -$4.13M -37,698 -63%
Franklin Resources
380
Franklin Resources
California
$2.42M -$95.3K -869 -4%
AWM
381
Avior Wealth Management
Nebraska
$2.41M -$81.3K -742 -3%
FA
382
Flagstar Advisors
New York
$2.41M +$229K +2,089 +10%
CWA
383
Clarus Wealth Advisors
Arizona
$2.39M +$62.5K +578 +3%
AL
384
Aspiriant LLC
California
$2.37M +$2.37M +21,626 New
MOS
385
MGO One Seven
Ohio
$2.36M -$46.9K -428 -2%
BFW
386
Brady Family Wealth
Missouri
$2.33M -$12.9K -118 -0.6%
FIA
387
Foundations Investment Advisors
Arizona
$2.33M +$1.84M +16,809 +377%
SB
388
SIG Brokerage
New York
$2.29M +$2.29M +20,848 New
AI
389
Arrien Investments
Idaho
$2.26M +$146K +1,335 +7%
SWP
390
ShoreHaven Wealth Partners
New Jersey
$2.26M +$431K +3,936 +24%
PI
391
PineBridge Investments
New York
$2.24M -$323K -2,948 -13%
BWM
392
BankPlus Wealth Management
Mississippi
$2.23M +$425K +3,873 +23%
GFA
393
Gladwyn Financial Advisors
Virginia
$2.21M +$2.21M +20,166 New
IAS
394
Insigneo Advisory Services
Florida
$2.21M +$154K +1,401 +7%
Squarepoint
395
Squarepoint
New York
$2.21M – – –
Lazard Asset Management
396
Lazard Asset Management
New York
$2.2M -$2.19M – –
SFM
397
Soros Fund Management
New York
$2.19M – – –
DS
398
DRW Securities
Illinois
$2.19M +$2.19M +19,957 New
MFG
399
Merit Financial Group
Georgia
$2.18M +$1.44M +13,172 +197%
CIA
400
Concurrent Investment Advisors
Florida
$2.15M +$633K +5,772 +42%
14 15
16
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