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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 %
BAAM
376
Baker Avenue Asset Management
California
$2.68M +$207K +1,939 +8%
Optiver Holding
377
Optiver Holding
Netherlands
$2.68M +$2.68M +25,081 New
NEAM
378
New England Asset Management
Connecticut
$2.67M – – –
CW
379
CreativeOne Wealth
Kansas
$2.66M -$224K -2,095 -8%
MOS
380
MGO One Seven
Ohio
$2.66M +$259K +2,421 +11%
IWC
381
Integrated Wealth Concepts
Massachusetts
$2.65M -$139K -1,305 -5%
OWA
382
One Wealth Advisors
California
$2.64M -$121K -1,132 -4%
KLCM
383
KG&L Capital Management
Louisiana
$2.64M +$130K +1,218 +5%
V
384
ViaWealth
Kansas
$2.61M – – –
ACP
385
Argyle Capital Partners
California
$2.6M +$2.6M +24,342 New
DSC
386
Duncker Streett & Co
Missouri
$2.6M -$212K -1,986 -8%
AWM
387
Avior Wealth Management
Nebraska
$2.53M +$713K +6,678 +39%
NA
388
Note Advisors
New York
$2.52M +$2.52M +23,570 New
TCM
389
TT Capital Management
California
$2.5M +$2.5M +23,455 New
WIM
390
Warwick Investment Management
Texas
$2.42M -$591K -5,536 -20%
AWM
391
AE Wealth Management
Kansas
$2.4M +$319K +2,985 +15%
AWF
392
Alpha Wealth Funds
Utah
$2.4M +$2.4M +22,485 New
PP
393
Pacifica Partners
Canada
$2.39M +$111K +1,037 +5%
TF
394
Tompkins Financial
New York
$2.36M +$394K +3,690 +20%
JCM
395
Jacobi Capital Management
Pennsylvania
$2.34M +$80.6K +754 +4%
SEI Investments
396
SEI Investments
Pennsylvania
$2.33M -$8.01M -75,000 -77%
RC
397
Rovin Capital
Arizona
$2.3M +$271K +2,533 +13%
AWM
398
Alterna Wealth Management
Texas
$2.3M +$146K +1,367 +7%
SFG
399
Seamount Financial Group
Colorado
$2.27M +$40.1K +375 +2%
RC
400
Roundview Capital
New Jersey
$2.23M -$147K -1,380 -6%
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