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 %
IAS
376
Insigneo Advisory Services
Florida
$2.81M +$452K +4,002 +19%
V
377
ViaWealth
Kansas
$2.76M +$27.7K +245 +1%
SPIA
378
Steward Partners Investment Advisory
New York
$2.67M +$325K +2,878 +14%
ACM
379
Arlington Capital Management
Illinois
$2.67M +$124K +1,096 +5%
IWP
380
Innova Wealth Partners
Pennsylvania
$2.67M +$2.67M +23,631 New
KLCM
381
KG&L Capital Management
Louisiana
$2.65M +$19.1K +169 +0.7%
BAAM
382
Baker Avenue Asset Management
California
$2.62M +$152K +1,347 +6%
RC
383
Rareview Capital
Nevada
$2.58M +$2.09M +18,543 +433%
WFAG
384
Wescott Financial Advisory Group
Pennsylvania
$2.57M +$384K +3,397 +18%
PAG
385
Private Advisory Group
Washington
$2.55M +$2.55M +22,582 New
MOS
386
MGO One Seven
Ohio
$2.54M +$481K +4,255 +23%
RC
387
Roundview Capital
New Jersey
$2.51M -$4.75K -42 -0.2%
N
388
Natixis
France
$2.5M +$1.87M +16,532 +296%
SWP
389
ShoreHaven Wealth Partners
New Jersey
$2.5M -$2.21M -19,578 -47%
CF
390
Copperwynd Financial
Arizona
$2.47M +$2.47M +21,884 New
PP
391
Pacifica Partners
Canada
$2.41M +$245K +2,167 +11%
JIR
392
James Investment Research
Ohio
$2.4M +$485K +4,289 +25%
JCM
393
Jacobi Capital Management
Pennsylvania
$2.39M +$279K +2,471 +13%
Franklin Resources
394
Franklin Resources
California
$2.38M -$90.7K -818 -4%
VHAM
395
Van Hulzen Asset Management
California
$2.37M -$104K -919 -4%
SFG
396
Seamount Financial Group
Colorado
$2.36M +$118K +1,043 +5%
FCC
397
Florin Court Capital
United Kingdom
$2.35M +$689K +6,100 +41%
Lazard Asset Management
398
Lazard Asset Management
New York
$2.35M -$2.4M – –
BFW
399
Brady Family Wealth
Missouri
$2.32M -$38.3K -339 -2%
AWM
400
Alterna Wealth Management
Texas
$2.28M -$90.2K -798 -4%
14 15
16
17 18