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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,025 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, 406 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
13.75%
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
406
Closed
81
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 %
UB
401
UMB Bank
Missouri
$2.15M -$630K -5,744 -23%
FNBT
402
FineMark National Bank & Trust
Florida
$2.12M -$253K -2,310 -11%
BCI
403
Brinker Capital Investments
Pennsylvania
$2.1M -$985K -8,982 -32%
CWM
404
Congress Wealth Management
Massachusetts
$2.1M -$18K -164 -0.9%
BIG
405
Brookwood Investment Group
Arizona
$2.08M +$47.8K +436 +2%
V
406
ViaWealth
Kansas
$2.08M -$345K -3,145 -14%
MLIC
407
Mandatum Life Insurance Company
Finland
$2.06M – – –
LSPW
408
Lake Street Private Wealth
Illinois
$2.06M +$122K +1,111 +6%
BAM
409
Broyhill Asset Management
North Carolina
$2.05M -$385K -3,508 -16%
GSWA
410
Good Steward Wealth Advisors
Tennessee
$2.04M +$2.04M +18,610 New
LFAS
411
Level Four Advisory Services
Texas
$2.02M -$1.27M -11,571 -39%
PIA
412
Perennial Investment Advisors
California
$2.01M +$258K +2,351 +15%
LF
413
Lighthouse Financial
Florida
$2M +$1.64M +14,983 +454%
CFS
414
Coordinated Financial Services
Colorado
$2M +$30.1K +275 +2%
APW
415
Aurora Private Wealth
New Jersey
$2M +$1.43K +13 +0.1%
ACM
416
Arcataur Capital Management
Wisconsin
$1.98M -$7.67K -70 -0.4%
BCM
417
Brasada Capital Management
Texas
$1.98M -$169K -1,551 -8%
CW
418
CreativeOne Wealth
Kansas
$1.95M -$840K -7,661 -30%
BCP
419
Berkeley Capital Partners
Georgia
$1.95M -$548 -5 -0%
PCIA
420
Prime Capital Investment Advisors
Kansas
$1.94M -$5.16M -47,073 -73%
HW
421
Hancock Whitney
Mississippi
$1.92M +$439K +4,001 +30%
LA
422
LexAurum Advisors
Kansas
$1.91M – – –
EFA
423
Edge Financial Advisors
Illinois
$1.86M -$1.05M -9,633 -36%
CFG
424
Cosner Financial Group
Colorado
$1.84M -$2.19K -20 -0.1%
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$1.81M -$354K -3,226 -16%
15 16
17
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