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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 %
CA
401
Calton & Associates
Florida
$2.26M +$2.26M +19,991 New
APM
402
a16z Perennial Management
California
$2.25M +$2.25M +19,876 New
APW
403
Aurora Private Wealth
New Jersey
$2.23M +$6.33K +56 +0.3%
SA
404
Sunesis Advisors
Kansas
$2.22M – – –
AWM
405
AE Wealth Management
Kansas
$2.21M +$209K +1,854 +10%
Bessemer Group
406
Bessemer Group
New Jersey
$2.2M – – –
YDMI
407
Y.D. More Investments
Israel
$2.19M +$241K +2,135 +12%
ACM
408
Arcataur Capital Management
Wisconsin
$2.19M -$11.9K -105 -0.5%
AP
409
Agilis Partners
Massachusetts
$2.17M +$60K +531 +3%
BCI
410
Brinker Capital Investments
Pennsylvania
$2.16M +$268K +2,368 +14%
OPS
411
Orion Portfolio Solutions
Nebraska
$2.16M +$268K +2,368 +14%
AWM
412
Apollon Wealth Management
South Carolina
$2.16M -$246K -2,180 -10%
MLIC
413
Mandatum Life Insurance Company
Finland
$2.15M +$18.8K +166 +0.9%
RC
414
Rovin Capital
Arizona
$2.15M -$2.63M -23,314 -55%
IAG
415
Investment Advisory Group
Massachusetts
$2.1M -$15.5K -137 -0.7%
VC
416
Vicus Capital
Pennsylvania
$2.09M +$2.09M +18,539 New
TF
417
Tompkins Financial
New York
$2.08M +$467K +4,134 +29%
FA
418
Flagstar Advisors
New York
$2.06M +$38K +336 +2%
WS
419
Wedbush Securities
California
$2.05M -$2.71K -24 -0.1%
HI
420
Harbour Investments
Wisconsin
$2.04M +$1.43M +12,628 +232%
FAIM
421
Financial Advocates Investment Management
Washington
$2.03M -$218K -1,973 -10%
LSPW
422
Lake Street Private Wealth
Illinois
$2.03M +$146K +1,294 +8%
CL
423
Choreo LLC
Illinois
$2.01M -$110K -969 -5%
BCP
424
Berkeley Capital Partners
Georgia
$2M -$24.3K -215 -1%
SS
425
Sunbelt Securities
Texas
$2M +$411K +3,634 +26%
15 16
17
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