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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 %
Focus Partners Wealth
651
Focus Partners Wealth
Massachusetts
$587K -$65.9M -583,593 -99%
HWA
652
HCR Wealth Advisors
California
$586K +$22.1K +196 +4%
IBOK
653
Independence Bank of Kentucky
Kentucky
$585K -$32.2K -285 -5%
BF
654
BOK Financial
Oklahoma
$585K -$36.4K -325 -6%
SC
655
Solstein Capital
California
$584K – – –
PCM
656
Palouse Capital Management
Washington
$582K -$79.8K -706 -12%
SWP
657
Summit Wealth Partners
Florida
$578K -$6.44K -57 -1%
GCA
658
Gradient Capital Advisors
California
$578K +$6.21K +55 +1%
DWA
659
Dorsey Wright & Associates
California
$575K +$575K +5,092 New
IIA
660
IPG Investment Advisors
California
$567K -$896K -7,929 -61%
WA
661
Waverly Advisors
Alabama
$560K -$73.2K -648 -12%
AFG
662
ABLE Financial Group
Arizona
$560K +$3.5K +31 +0.6%
MWM
663
Modera Wealth Management
New Jersey
$558K +$146K +1,296 +36%
SWIM
664
Smallwood Wealth Investment Management
New Jersey
$555K -$904 -8 -0.2%
PAA
665
Peregrine Asset Advisers
Oregon
$552K – – –
GAA
666
Global Assets Advisory
Florida
$551K +$551K +4,871 New
MAG
667
M3 Advisory Group
Massachusetts
$550K – – –
TIA
668
Tiemann Investment Advisors
California
$539K -$22.6K -200 -4%
DW30
669
Drucker Wealth 3.0
New Jersey
$538K -$75.6K -669 -12%
BPC
670
Banque Pictet & Cie
Switzerland
$537K +$31.1K +275 +6%
VWWMG
671
Vermillion & White Wealth Management Group
Pennsylvania
$532K -$35.9K -318 -6%
HWM
672
HB Wealth Management
Georgia
$531K +$74.5K +659 +16%
BFWM
673
Bright Futures Wealth Management
New York
$530K -$10.4K -95 -2%
GSC
674
Ground Swell Capital
South Carolina
$526K +$526K +4,660 New
Fiera Capital (Canada)
675
Fiera Capital (Canada)
Quebec, Canada
$523K -$35.3K -312 -6%
25 26
27
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