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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 %
WC
476
Waterloo Capital
Texas
$1.42M +$1.42M +12,566 New
GTAM
477
Global Trust Asset Management
Florida
$1.42M +$222K +1,967 +19%
JWCA
478
J.W. Cole Advisors
Florida
$1.41M +$48.4K +428 +4%
Invesco
479
Invesco
Georgia
$1.4M – – –
AI
480
Arrien Investments
Idaho
$1.4M +$602K +5,332 +76%
SFPG
481
Stonebridge Financial Planning Group
Florida
$1.39M -$25K -221 -2%
HCM
482
Hollencrest Capital Management
California
$1.36M -$142K -1,253 -9%
SWM
483
Silverlake Wealth Management
Vermont
$1.36M +$125K +1,107 +10%
VST
484
Van Strum & Towne
California
$1.36M +$65K +575 +5%
AG
485
Ascent Group
Virginia
$1.36M +$477K +4,223 +54%
LL
486
LPWM LLC
Minnesota
$1.34M +$224K +1,997 +20%
AIA
487
Arrow Investment Advisors
Maryland
$1.34M +$1.34M +11,860 New
FA
488
Fiducient Advisors
Illinois
$1.34M +$538K +4,766 +67%
SW
489
SteelPeak Wealth
California
$1.34M -$24.9K -220 -2%
FPGK
490
Financial Partners Group (Kansas)
Kansas
$1.32M +$1.32M +11,691 New
RPCA
491
Running Point Capital Advisors
California
$1.3M +$55.1K +488 +4%
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.3M -$55.4K -490 -4%
RJT
493
Raymond James Trust
Florida
$1.3M +$537K +4,755 +70%
WIA
494
World Investment Advisors
California
$1.3M +$1.02M +9,037 +371%
EP
495
Edgestream Partners
New Jersey
$1.3M -$7.94M -70,319 -86%
DADC
496
D.A. Davidson & Co
Montana
$1.27M +$236K +2,085 +23%
DAS
497
Dynamic Advisor Solutions
Arizona
$1.27M +$41.9K +371 +3%
QPWM
498
Quadrant Private Wealth Management
Pennsylvania
$1.27M -$862K -7,630 -40%
SAM
499
Smartleaf Asset Management
Massachusetts
$1.25M +$98.5K +870 +9%
JSL
500
JT Stratford LLC
Georgia
$1.23M +$61.9K +548 +5%
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