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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 %
LSPW
426
Lake Street Private Wealth
Illinois
$1.86M -$52.2K -489 -3%
CL
427
Choreo LLC
Illinois
$1.86M -$36.8K -344 -2%
SWP
428
ShoreHaven Wealth Partners
New Jersey
$1.83M -$532K -4,984 -23%
BI
429
Ballast Inc
Kentucky
$1.81M +$121K +1,136 +7%
CFS
430
Coordinated Financial Services
Colorado
$1.8M +$1.8M +16,842 New
APW
431
Aurora Private Wealth
New Jersey
$1.8M -$306K -2,868 -15%
SCG
432
Sonata Capital Group
Washington
$1.8M -$1.5K -14 -0.1%
CWM
433
Copia Wealth Management
Oregon
$1.8M +$1.8M +16,809 New
BL
434
BCWM LLC
Kansas
$1.79M +$1.79M +16,767 New
IAG
435
Investment Advisory Group
Massachusetts
$1.79M -$193K -1,802 -10%
FAIM
436
Financial Advocates Investment Management
Washington
$1.79M -$178K -1,670 -9%
NL
437
NWAM LLC
Washington
$1.78M +$273K +2,557 +18%
KWS
438
Keystone Wealth Services
California
$1.75M +$275K +2,576 +19%
Bessemer Group
439
Bessemer Group
New Jersey
$1.75M -$325K -3,042 -16%
SA
440
Sovran Advisors
California
$1.75M +$1.75M +16,655 New
AFO
441
Allie Family Office
Florida
$1.7M +$94.5K +884 +6%
WS
442
Wedbush Securities
California
$1.7M -$236K -2,210 -12%
PFS
443
Prospera Financial Services
Texas
$1.68M +$914K +8,555 +119%
Simplex Trading
444
Simplex Trading
Illinois
$1.64M +$1.64M +15,382 New
SWM
445
SeaCrest Wealth Management
New York
$1.64M -$102K -954 -6%
CCM
446
Crabel Capital Management
California
$1.62M -$3.78M -35,358 -70%
JSSH
447
J. Safra Sarasin Holding
$1.6M -$192K -1,800 -11%
EWA
448
EverSource Wealth Advisors
Alabama
$1.6M +$1.54M +14,403 +2,638%
TSS
449
Two Sigma Securities
New York
$1.6M +$1.6M +14,933 New
MFIM
450
Mesirow Financial Investment Management
Illinois
$1.57M +$7.05K +66 +0.4%
16 17
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