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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 %
HCM
501
Hollencrest Capital Management
California
$1.28M -$5.77K -54 -0.4%
BWM
502
BankPlus Wealth Management
Mississippi
$1.28M +$1.28M +11,961 New
JC
503
JB Capital
Connecticut
$1.26M +$312K +2,919 +33%
DI
504
Disciplined Investments
Oklahoma
$1.25M +$124K +1,162 +11%
PPWP
505
Proquility Private Wealth Partners
Nevada
$1.25M -$371K -3,468 -23%
PCM
506
Parsons Capital Management
Rhode Island
$1.25M +$94.9K +888 +8%
KFP
507
KMG Fiduciary Partners
Ohio
$1.24M +$546K +5,106 +78%
DE
508
Diversified Enterprises
Delaware
$1.24M +$122K +1,145 +11%
Squarepoint
509
Squarepoint
New York
$1.24M -$23.6M -221,112 -95%
DADC
510
D.A. Davidson & Co
Montana
$1.24M +$32.2K +301 +3%
RAM
511
Riggs Asset Management
Pennsylvania
$1.23M +$102K +952 +9%
WIA
512
World Investment Advisors
California
$1.23M +$321 +3 +0%
SFPG
513
Stonebridge Financial Planning Group
Florida
$1.23M -$92.5K -866 -7%
WP
514
WealthShield Partners
North Carolina
$1.22M +$207K +1,939 +20%
VST
515
Van Strum & Towne
California
$1.22M -$64.9K -607 -5%
LWANC
516
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M -$16K -150 -1%
AFO
517
Arrowroot Family Office
California
$1.21M +$65K +608 +6%
QPWM
518
Quadrant Private Wealth Management
Pennsylvania
$1.21M +$10.8K +101 +0.9%
FCM
519
Family Capital Management
Michigan
$1.2M -$161K -1,507 -12%
EWA
520
EP Wealth Advisors
California
$1.2M +$803K +7,519 +201%
TCMP
521
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.2M -$413K -3,863 -26%
PCA
522
Prosperity Capital Advisors
Ohio
$1.18M -$2.16M -20,191 -65%
GAG
523
GM Advisory Group
New York
$1.18M +$979K +9,160 +487%
MFG
524
Magnus Financial Group
New York
$1.16M +$83.7K +783 +8%
FMWA
525
Forvis Mazars Wealth Advisors
Missouri
$1.15M +$6.41K +60 +0.6%
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