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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 %
ETC
676
Exchange Traded Concepts
Oklahoma
$522K +$522K +4,620 New
OPAM
677
Ocean Park Asset Management
California
$522K +$522K +4,620 New
MCWS
678
McKinley Carter Wealth Services
West Virginia
$522K – – –
PWP
679
Perfromance Wealth Partners
Illinois
$516K +$7.23K +64 +1%
SFA
680
Source Financial Advisors
New York
$516K -$2.03K -18 -0.4%
WWM
681
Western Wealth Management
Colorado
$508K -$21.5K -190 -4%
AWM
682
Avaii Wealth Management
Wisconsin
$504K +$53.7K +475 +12%
KAM
683
Kensington Asset Management
Texas
$501K +$501K +4,600 New
AFP
684
Ausdal Financial Partners
Iowa
$500K -$118K -1,043 -19%
SOS
685
Silver Oak Securities
Tennessee
$496K -$376K -3,324 -43%
IFPL
686
Investments & Financial Planning LLC
Kentucky
$495K -$34K -301 -6%
RFA
687
RTD Financial Advisors
Pennsylvania
$493K +$1.47K +13 +0.3%
FAM
688
Forte Asset Management
New York
$488K +$13.3K +118 +3%
WSFS
689
Wilmington Savings Fund Society
Delaware
$487K +$487K +4,308 New
PA
690
Probity Advisors
Texas
$485K -$370K -3,279 -43%
NB
691
NBT Bank
New York
$480K +$230K +2,036 +92%
WPC
692
White Pine Capital
Minnesota
$480K +$3.95K +35 +0.8%
TL
693
Tradewinds LLC
North Carolina
$476K -$527K -4,662 -53%
JWCA
694
J.W. Coons Advisors
Ohio
$475K +$93.8K +830 +25%
MMA
695
Miracle Mile Advisors
California
$472K -$39.4M -348,941 -99%
PBK
696
Peoples Bank (Kansas)
Kansas
$469K +$345K +3,050 +277%
LCM
697
Lazari Capital Management
California
$462K +$30.4K +269 +7%
NAM
698
NTV Asset Management
West Virginia
$458K – – –
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$458K -$2.09K -145 -0.5%
PS
700
Principal Securities
Iowa
$455K -$3.63M -32,099 -89%
26 27
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