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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 %
APWM
551
Argonautica Private Wealth Management
Massachusetts
$960K +$26.7K +236 +3%
RB
552
Renasant Bank
Mississippi
$947K +$4.18K +37 +0.4%
P
553
&Partners
Tennessee
$942K +$590K +5,225 +168%
TCM
554
Traynor Capital Management
Pennsylvania
$939K +$50.1K +443 +6%
OFG
555
Omega Financial Group
California
$939K -$5.31K -47 -0.6%
BRWA
556
B. Riley Wealth Advisors
Florida
$936K -$343K -3,041 -27%
CFA
557
Camarda Financial Advisors
Florida
$932K +$40.8K +361 +5%
ECG
558
EPIQ Capital Group
California
$914K +$60.6K +536 +7%
DJYG
559
David J. Yvars Group
Florida
$911K +$3.73K +33 +0.4%
CP
560
Castleview Partners
Texas
$908K -$4.63K -41 -0.5%
Pictet Asset Management
561
Pictet Asset Management
Switzerland
$904K -$2.2M -19,480 -71%
CIA
562
Compass Ion Advisors
Pennsylvania
$903K -$3.84K -34 -0.4%
IHL
563
Investment House LLC
California
$900K – – –
KFS
564
Kaizen Financial Strategies
California
$896K -$19.1K -169 -2%
PIMG
565
Patriot Investment Management Group
Tennessee
$894K -$24.6K -218 -3%
CAG
566
Csenge Advisory Group
Florida
$890K +$402K +3,629 +82%
OPWM
567
Oxinas Partners Wealth Management
Indiana
$878K +$22K +195 +3%
BBHC
568
Brown Brothers Harriman & Co
New York
$870K – – –
MC
569
Moors & Cabot
Massachusetts
$868K +$15K +133 +2%
LPP
570
Life Planning Partners
Florida
$867K +$119K +1,051 +16%
SFFS
571
Stonehage Fleming Financial Services
Jersey
$866K -$10.3K -91 -1%
WFS
572
WealthGarden F.S.
California
$854K +$93.7K +829 +12%
MP
573
McDonald Partners
Ohio
$847K +$56.5K +500 +7%
ECM
574
Exchange Capital Management
Michigan
$847K -$346K -3,063 -29%
AF
575
Allworth Financial
California
$845K -$257K -2,277 -23%
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