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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 %
GI
601
GLOBALT Investments
Georgia
$750K -$18.9K -167 -2%
ACA
602
Aptus Capital Advisors
Alabama
$750K -$15.4K -136 -2%
T
603
TNF
Montana
$745K -$49.2K -449 -6%
MWM
604
Melfa Wealth Management
Massachusetts
$742K +$72.7K +643 +11%
KFP
605
KMG Fiduciary Partners
Ohio
$739K -$13.2K -117 -2%
GLA
606
Good Life Advisors
Pennsylvania
$736K +$417K +3,692 +131%
APWA
607
Atlas Private Wealth Advisors
New Jersey
$736K -$47.9K -424 -6%
SG
608
StoneX Group
New York
$734K -$59.4K -526 -7%
RFN
609
RDA Financial Network
Iowa
$723K +$41.4K +366 +6%
ML
610
McAdam LLC
Pennsylvania
$720K +$19.3K +171 +3%
CAM
611
Cidel Asset Management
Ontario, Canada
$714K -$674K – –
PP
612
Prosperity Planning
Missouri
$698K -$664K -6,197 Closed
TPWA
613
TRUE Private Wealth Advisors
Oregon
$693K +$9.15K +81 +1%
GCL
614
Gouws Capital LLC
North Carolina
$692K – – –
PA
615
Pinnacle Associates
New York
$688K +$1.88K +17 +0.3%
JEST
616
JTC Employer Solutions Trustee
Jersey
$686K – – –
LMKC
617
L.M. Kohn & Company
Ohio
$684K +$268K +2,368 +64%
SCA
618
Snowden Capital Advisors
New York
$682K +$5.2K +46 +0.8%
TWM
619
TSA Wealth Management
Texas
$681K -$132K -1,172 -16%
NWM
620
Napa Wealth Management
California
$680K +$108K +958 +19%
BFG
621
Berger Financial Group
Minnesota
$675K -$38.1K -337 -5%
AFC
622
Adaptive Financial Consulting
Ohio
$665K +$7.12K +63 +1%
AFS
623
AFG Fiduciary Services
Massachusetts
$665K +$665K +6,000 New
VCM
624
Virtue Capital Management
Tennessee
$659K -$618K -5,473 -48%
PWG
625
Portside Wealth Group
Utah
$659K +$659K +5,834 New
23 24
25
26 27