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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 %
SC
651
Sierra Capital
Florida
$582K – – –
PPP
652
Private Portfolio Partners
New Jersey
$574K +$5.45K +51 +1%
XT
653
XTX Topco
Cayman Islands
$573K +$573K +5,363 New
SW
654
Simplicity Wealth
New Jersey
$567K -$507K -4,741 -47%
AWM
655
Avaii Wealth Management
Wisconsin
$567K +$90.6K +848 +19%
AA
656
Alesco Advisors
New York
$566K – – –
DWP
657
Daymark Wealth Partners
Ohio
$566K -$21K -197 -4%
SVWG
658
Shared Vision Wealth Group
United States
$563K -$51.6K -483 -8%
CFG
659
Cosner Financial Group
Colorado
$560K – – –
AF
660
Allworth Financial
California
$560K -$241K -2,252 -30%
TPWA
661
TRUE Private Wealth Advisors
Oregon
$558K -$97.2K -910 -15%
APP
662
Avantax Planning Partners
Iowa
$555K -$48.8K -457 -8%
SC
663
Savant Capital
Illinois
$553K +$553K +5,174 New
CAM
664
Cresset Asset Management
Illinois
$553K -$63.4K -593 -10%
SC
665
Solstein Capital
California
$552K – – –
GCA
666
Gradient Capital Advisors
California
$546K -$214 -2 -0%
DWA
667
Dorsey Wright & Associates
California
$544K – – –
RFA
668
RTD Financial Advisors
Pennsylvania
$539K +$73.5K +688 +16%
HWA
669
HCR Wealth Advisors
California
$538K -$15.8K -148 -3%
TWCA
670
Two West Capital Advisors
Kansas
$538K -$79.1K -740 -13%
AFS
671
AFG Fiduciary Services
Massachusetts
$532K -$106K -1,000 -17%
CWG
672
Cornerstone Wealth Group
North Carolina
$532K -$60.8K -569 -10%
Credit Agricole
673
Credit Agricole
France
$531K +$531K +4,972 New
AFG
674
ABLE Financial Group
Arizona
$531K +$855 +8 +0.2%
TWM
675
TSA Wealth Management
Texas
$528K -$116K -1,088 -18%
25 26
27
28 29