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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 %
KWMG
426
King Wealth Management Group
Florida
$2M -$178K -1,579 -8%
CA
427
Claro Advisors
Massachusetts
$1.98M +$322K +2,849 +19%
UB
428
UMB Bank
Missouri
$1.97M -$126K -1,115 -6%
LA
429
LexAurum Advisors
Kansas
$1.95M +$367K +3,250 +23%
LFAS
430
Level Four Advisory Services
Texas
$1.93M +$707K +6,489 +58%
PA
431
PFG Advisors
Arizona
$1.93M +$947K +8,379 +96%
AWM
432
Avior Wealth Management
Nebraska
$1.92M -$106K -935 -5%
Jones Financial Companies
433
Jones Financial Companies
Missouri
$1.92M +$1.16M +10,263 +154%
SCM
434
Saxony Capital Management
Missouri
$1.91M +$47.3K +419 +3%
SCG
435
Sonata Capital Group
Washington
$1.9M +$1.9M +16,843 New
JSSH
436
J. Safra Sarasin Holding
$1.9M +$203K +1,800 +12%
LA
437
Latitude Advisors
Florida
$1.9M +$1.9M +16,798 New
CWA
438
Clarus Wealth Advisors
Arizona
$1.89M -$25.2K -227 -1%
SSCM
439
Spectrum Strategic Capital Management
Oregon
$1.88M -$778K -6,889 -29%
HIM
440
Hanlon Investment Management
New Jersey
$1.87M +$1.87M +16,520 New
SAM
441
SignalPoint Asset Management
Missouri
$1.86M +$1.36K +12 +0.1%
SP
442
Sarasin & Partners
United Kingdom
$1.85M -$585K -5,180 -24%
SWM
443
SeaCrest Wealth Management
New York
$1.84M -$57.4K -508 -3%
BCM
444
Brasada Capital Management
Texas
$1.84M +$323K +2,860 +21%
SSWM
445
Sheets Smith Wealth Management
North Carolina
$1.82M +$43.6K +386 +2%
BI
446
Ballast Inc
Kentucky
$1.79M +$15K +133 +0.8%
BCM
447
Brookstone Capital Management
Illinois
$1.77M -$274K -2,427 -13%
CIA
448
Concurrent Investment Advisors
Florida
$1.75M +$588K +5,205 +51%
FIA
449
Foundations Investment Advisors
Arizona
$1.73M +$1.09M +9,608 +168%
FFA
450
Farther Finance Advisors
California
$1.73M -$179K -1,581 -9%
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