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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 %
EWA
526
Etesian Wealth Advisors
Oregon
$1.1M -$22K -195 -2%
LNB
527
Ledyard National Bank
$1.1M -$3.05K -27 -0.3%
CFP
528
Cascade Financial Partners
California
$1.1M -$32.1K -293 -3%
PPC
529
Park Place Capital
Alabama
$1.09M -$3.62K -32 -0.3%
LA
530
Lane & Associates
New Jersey
$1.09M -$248K -2,191 -18%
WAG
531
Winthrop Advisory Group
Massachusetts
$1.08M +$186K +1,646 +21%
FFA
532
Founders Financial Alliance
North Carolina
$1.08M -$33.7K -298 -3%
WP
533
WealthShield Partners
North Carolina
$1.07M -$10.7K -95 -1%
RG
534
Rathbones Group
United Kingdom
$1.07M -$7.68K -68 -0.7%
SAM
535
Strategy Asset Managers
California
$1.06M +$604K +5,349 +133%
FFN
536
Focus Financial Network
Minnesota
$1.04M -$54.1K -479 -5%
WA
537
Wealth Alliance
New York
$1.04M +$121K +1,069 +13%
B
538
Bellecapital
Switzerland
$1.04M – – –
AA
539
Axiom Advisory
California
$1.04M +$22.2K +201 +2%
CA
540
CV Advisors
Florida
$1.03M -$376K -3,327 -27%
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$1.02M +$337K +2,986 +50%
HW
542
Hancock Whitney
Mississippi
$1.01M -$30.2K -267 -3%
CFP
543
Cypress Financial Planning
New Jersey
$1.01M -$114K -1,007 -10%
JC
544
JB Capital
Connecticut
$1M -$100K -885 -9%
MFG
545
Merit Financial Group
Georgia
$996K +$526K +4,658 +112%
CAG
546
Curtis Advisory Group
California
$995K +$995K +8,810 New
CRWM
547
Castle Rock Wealth Management
California
$986K +$7.34K +66 +0.8%
CTA
548
Camelot Technology Advisors
California
$984K -$136K -1,205 -12%
RI
549
Ridgewood Investments
New Jersey
$981K -$53.1K -470 -5%
PWM
550
Pacific Wealth Management
California
$976K +$13.7K +121 +1%
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