LQD icon

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 %
CIA
626
Compass Ion Advisors
Pennsylvania
$665K -$188K -1,764 -22%
GCL
627
Gouws Capital LLC
North Carolina
$660K +$5.34K +50 +0.8%
PP
628
Prosperity Planning
Missouri
$660K -$698K – –
VCM
629
Virtue Capital Management
Tennessee
$656K +$32.3K +302 +5%
JEST
630
JTC Employer Solutions Trustee
Jersey
$651K – – –
IIA
631
IPG Investment Advisors
California
$648K +$112K +1,046 +21%
IPWA
632
International Private Wealth Advisors
California
$647K +$647K +6,059 New
Sumitomo Mitsui Trust Group
633
Sumitomo Mitsui Trust Group
Japan
$635K -$84K -786 -12%
AFC
634
Adaptive Financial Consulting
Ohio
$632K +$2.67K +25 +0.4%
ACM
635
Arlington Capital Management
Illinois
$629K -$1.9M -17,741 -75%
SSWM
636
Sheets Smith Wealth Management
North Carolina
$629K -$1.09M -10,220 -63%
LA
637
Lane & Associates
New Jersey
$628K -$411K -3,822 -40%
FWM
638
Finer Wealth Management
Massachusetts
$627K +$627K +5,873 New
PCP
639
Proficio Capital Partners
Massachusetts
$623K +$623K +5,831 New
SCA
640
Snowden Capital Advisors
New York
$622K -$23.2K -217 -4%
DAS
641
Diversify Advisory Services
Utah
$616K -$26.5M -251,469 -98%
DL
642
DOHJ LLC
Washington
$604K +$177K +1,660 +42%
LCM
643
Lazari Capital Management
California
$598K +$161K +1,508 +37%
ML
644
McAdam LLC
Pennsylvania
$597K -$84.5K -791 -12%
FWM
645
Fonville Wealth Management
Virginia
$595K +$1.07K +10 +0.2%
SG
646
Sharper & Granite
California
$593K +$24.6K +230 +4%
BAM
647
Belpointe Asset Management
Nevada
$590K -$6.21K -56 -1%
IFO
648
Independent Family Office
New York
$588K -$527K -4,934 -47%
CFD
649
Creative Financial Designs
Indiana
$584K -$3.95K -37 -0.7%
FPCP
650
Fort Point Capital Partners
California
$582K -$2.56K -24 -0.4%
24 25
26
27 28