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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 %
CA
526
Cambridge Advisors
Nebraska
$1.14M – – –
SAM
527
Smartleaf Asset Management
Massachusetts
$1.14M -$38.8K -362 -3%
GTAM
528
Global Trust Asset Management
Florida
$1.14M -$197K -1,848 -15%
Lido Advisors
529
Lido Advisors
California
$1.14M -$345K -3,228 -23%
SA
530
Sincerus Advisory
New York
$1.13M +$1.13M +10,597 New
GRP
531
Global Retirement Partners
California
$1.13M +$76K +711 +7%
NCM
532
Neumann Capital Management
California
$1.11M +$66.3K +621 +6%
OAS
533
Optivise Advisory Services
Tennessee
$1.09M -$53K -496 -5%
BBA
534
BLB&B Advisors
Pennsylvania
$1.07M -$15.9K -149 -1%
CFP
535
Cascade Financial Partners
California
$1.07M – – –
NG
536
Norden Group
Utah
$1.07M -$383K -3,582 -26%
CTA
537
Camelot Technology Advisors
California
$1.06M +$132K +1,237 +14%
RWIA
538
Roger Wittlin Investment Advisory
California
$1.06M -$91.4K -855 -8%
MWM
539
Melfa Wealth Management
Massachusetts
$1.06M +$357K +3,344 +51%
EB
540
Eastern Bank
Massachusetts
$1.04M -$439K -4,107 -30%
ITIM
541
Indiana Trust & Investment Management
Indiana
$1.03M -$22.4K -210 -2%
LNB
542
Ledyard National Bank
$1.03M -$9.4K -88 -0.9%
CAG
543
Curtis Advisory Group
California
$1.03M +$84.8K +794 +9%
AIM
544
Acropolis Investment Management
Missouri
$1.02M +$1.02M +9,585 New
EWA
545
Etesian Wealth Advisors
Oregon
$1.02M -$21.3K -199 -2%
GM
546
GeoWealth Management
Illinois
$1.02M -$51.2K -479 -5%
BRWA
547
B. Riley Wealth Advisors
Florida
$1.02M +$132K +1,231 +15%
FFA
548
Founders Financial Alliance
North Carolina
$1.01M -$8.01K -75 -0.8%
RG
549
Rathbones Group
United Kingdom
$1.01M – – –
WA
550
Wealth Alliance
New York
$997K +$13.8K +129 +1%
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