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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 %
PA
501
Parallel Advisors
California
$1.23M -$94K -832 -7%
IWA
502
Icon Wealth Advisors
Texas
$1.22M -$12.8K -113 -1%
RWIA
503
Roger Wittlin Investment Advisory
California
$1.22M -$49K -434 -4%
PCM
504
Parsons Capital Management
Rhode Island
$1.22M +$73.1K +647 +6%
WAM
505
Worth Asset Management
Texas
$1.22M +$761K +6,734 +167%
AFO
506
Arrowroot Family Office
California
$1.21M +$187K +1,653 +18%
CA
507
Cambridge Advisors
Nebraska
$1.21M – – –
OAS
508
Optivise Advisory Services
Tennessee
$1.21M -$24.7K -219 -2%
FMWA
509
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$1.21M +10,700 New
DI
510
Disciplined Investments
Oklahoma
$1.2M +$781K +6,914 +189%
RAM
511
Riggs Asset Management
Pennsylvania
$1.19M +$684K +6,054 +136%
D
512
Diversified
Delaware
$1.19M +$904 +8 +0.1%
DE
513
Diversified Enterprises
Delaware
$1.19M +$1.19M +10,494 New
IFO
514
Independent Family Office
New York
$1.18M -$142K -1,260 -11%
BBA
515
BLB&B Advisors
Pennsylvania
$1.15M -$74.7K -661 -6%
MBT
516
Montecito Bank & Trust
California
$1.14M +$1.14M +10,102 New
MFG
517
Magnus Financial Group
New York
$1.14M +$35.9K +318 +3%
SW
518
Simplicity Wealth
New Jersey
$1.14M -$5.76K -51 -0.5%
GM
519
GeoWealth Management
Illinois
$1.13M +$668K +5,913 +143%
PIA
520
Perennial Investment Advisors
California
$1.13M +$768K +6,797 +212%
GRP
521
Global Retirement Partners
California
$1.12M +$135K +1,194 +14%
ITIM
522
Indiana Trust & Investment Management
Indiana
$1.12M -$11.3K -100 -1%
AWA
523
Arete Wealth Advisors
Illinois
$1.12M +$504K +4,459 +82%
PTC
524
Private Trust Company
Ohio
$1.11M +$81.8K +724 +8%
NCM
525
Neumann Capital Management
California
$1.11M -$179K -1,583 -14%
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