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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 %
IWA
476
Icon Wealth Advisors
Texas
$1.4M +$250K +2,344 +22%
AFTS
477
American Financial & Tax Strategies
New York
$1.39M -$1.5K -14 -0.1%
RPCA
478
Running Point Capital Advisors
California
$1.39M +$156K +1,458 +13%
CGH
479
CMG Global Holdings
Texas
$1.39M -$4.18K -39 -0.3%
OCM
480
Orleans Capital Management
Louisiana
$1.38M -$18.8K -175 -1%
William Blair & Company
481
William Blair & Company
Illinois
$1.36M -$2.5M -23,415 -65%
BCM
482
Brasada Capital Management
Texas
$1.36M -$349K -3,318 -20%
HFA
483
High Falls Advisors
New York
$1.36M -$85K -796 -6%
SWM
484
Silverlake Wealth Management
Vermont
$1.36M +$67.7K +634 +5%
BCA
485
Bay Capital Advisors
Virginia
$1.35M +$1.35M +12,643 New
AG
486
Ascent Group
Virginia
$1.34M +$60.3K +564 +5%
AIA
487
Arrow Investment Advisors
Maryland
$1.34M – – –
FA
488
Fiducient Advisors
Illinois
$1.34M +$73.7K +690 +6%
VCP
489
Verus Capital Partners
Arizona
$1.32M -$188K -1,757 -12%
IA
490
IFP Advisors
Florida
$1.31M -$97.2K -910 -7%
TI
491
Tidal Investments
Wisconsin
$1.31M -$1.76M -16,457 -57%
KWA
492
Kingswood Wealth Advisors
California
$1.31M +$574K +5,373 +78%
RFP
493
Root Financial Partners
California
$1.3M +$1.02M +9,520 +356%
PIA
494
Perennial Investment Advisors
California
$1.29M +$225K +2,105 +21%
SAM
495
SignalPoint Asset Management
Missouri
$1.29M -$463K -4,335 -26%
CA
496
Claro Advisors
Massachusetts
$1.29M -$582K -5,451 -31%
TA
497
TFB Advisors
Kansas
$1.29M -$251K -2,353 -16%
HW
498
Hancock Whitney
Mississippi
$1.29M +$330K +3,088 +35%
JWCA
499
J.W. Cole Advisors
Florida
$1.29M -$51K -477 -4%
GWMR
500
GC Wealth Management RIA
Massachusetts
$1.28M -$123K -1,148 -9%
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