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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 %
PPWP
451
Proquility Private Wealth Partners
Nevada
$1.71M +$326K +2,885 +24%
TCMP
452
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.7M -$100K -887 -6%
AFO
453
Allie Family Office
Florida
$1.7M +$226K +2,000 +15%
Pathstone Holdings
454
Pathstone Holdings
New Jersey
$1.68M -$7.34K -65 -0.4%
MFIM
455
Mesirow Financial Investment Management
Illinois
$1.66M +$98K +867 +6%
TA
456
TFB Advisors
Kansas
$1.63M +$945K +8,361 +138%
FSA
457
Financial Sense Advisors
California
$1.63M +$1.28M +11,311 +365%
WFAG
458
Worth Financial Advisory Group
North Carolina
$1.62M +$31.9K +282 +2%
CTA
459
Chesley Taft & Associates
Illinois
$1.61M +$10.2K +90 +0.6%
NL
460
NWAM LLC
Washington
$1.6M +$1.6M +14,124 New
VCP
461
Verus Capital Partners
Arizona
$1.59M -$808K -7,153 -34%
FNBT
462
FineMark National Bank & Trust
Florida
$1.57M +$710K +6,284 +82%
Lido Advisors
463
Lido Advisors
California
$1.57M +$22.6K +200 +1%
KWS
464
Keystone Wealth Services
California
$1.56M +$9.72K +86 +0.6%
EB
465
Eastern Bank
Massachusetts
$1.56M -$42.1K -373 -3%
NG
466
Norden Group
Utah
$1.53M +$1.29M +11,455 +544%
HFA
467
High Falls Advisors
New York
$1.53M -$212K -1,878 -12%
GF
468
Gries Financial
Ohio
$1.52M -$289K -2,562 -16%
IA
469
IFP Advisors
Florida
$1.49M +$147K +1,300 +11%
GWMR
470
GC Wealth Management RIA
Massachusetts
$1.49M +$1.92K +17 +0.1%
OCM
471
Orleans Capital Management
Louisiana
$1.47M +$1.47M +13,010 New
AFTS
472
American Financial & Tax Strategies
New York
$1.47M -$22K -195 -1%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$1.47M +$449K +3,970 +44%
CGH
474
CMG Global Holdings
Texas
$1.47M -$3.39K -30 -0.2%
FCM
475
Family Capital Management
Michigan
$1.44M -$108K -959 -7%
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