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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 %
AA
701
AlphaMark Advisors
Kentucky
$454K +$373K +3,298 +459%
DL
702
DOHJ LLC
Washington
$451K -$557K -4,937 -55%
HPM
703
Hudson Portfolio Management
New York
$448K +$448K +3,966 New
MWA
704
Moser Wealth Advisors
Washington
$448K – – –
CCA
705
Carrera Capital Advisors
Michigan
$446K +$4.63K +41 +1%
PS
706
Planned Solutions
California
$445K – – –
OIA
707
Optimum Investment Advisors
Illinois
$445K +$2.83K +25 +0.6%
SMDAM
708
Sumitomo Mitsui DS Asset Management
Japan
$436K +$436K +3,862 New
VVP
709
Venture Visionary Partners
Ohio
$432K +$13.4K +119 +3%
GKWIM
710
Gerber Kawasaki Wealth & Investment Management
California
$428K +$35.8K +317 +9%
LLWM
711
Life Line Wealth Management
California
$428K +$4.52K +40 +1%
MWM
712
Modern Wealth Management
Kansas
$427K -$53.3K -472 -11%
FWIA
713
Fort Washington Investment Advisors
Ohio
$426K -$20.4M -180,275 -98%
DWM
714
Diversify Wealth Management
Utah
$423K -$75.6K -692 -15%
EWA
715
EP Wealth Advisors
California
$423K -$32.3K -286 -7%
ICM
716
IMS Capital Management
Oregon
$422K – – –
EB
717
Exchange Bank
California
$421K – – –
CWA
718
Canvas Wealth Advisors
Kansas
$419K -$469K -4,147 -53%
AWA
719
Arkadios Wealth Advisors
Georgia
$419K +$44.3K +392 +12%
FCI
720
Financial Counselors Inc
Kansas
$417K – – –
PFM
721
Peak Financial Management
Massachusetts
$415K +$339 +3 +0.1%
CCAL
722
City Center Advisors LLC
Michigan
$411K +$49.1K +435 +14%
RIM
723
Redwood Investment Management
Arizona
$411K -$90.4K -800 -18%
CCM
724
Coldstream Capital Management
Washington
$410K -$17.1K -151 -4%
IC
725
IEQ Capital
California
$403K +$403K +3,565 New
27 28
29
30 31