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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 %
PFM
726
Phillips Financial Management
Indiana
$400K -$28.9K -256 -7%
CSA
727
Cottage Street Advisors
Massachusetts
$399K +$147K +1,304 +59%
CJ
728
Caitlin John
Michigan
$398K +$335K +3,099 +539%
AFC
729
AFT Forsyth & Company
Florida
$396K -$60.3K -534 -13%
KA
730
Kovack Advisors
Florida
$390K -$48.6K -430 -11%
HTC
731
Haverford Trust Company
Pennsylvania
$390K – – –
IWN
732
Independent Wealth Network
Iowa
$388K -$16.2K -143 -4%
AWE
733
Avidian Wealth Enterprises
Texas
$387K +$15.9K +141 +4%
RFA
734
Resurgent Financial Advisors
Georgia
$386K +$59.5K +527 +18%
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$374K -$62.4K -553 -14%
HCA
736
Heck Capital Advisors
Wisconsin
$374K +$374K +3,307 New
MCWA
737
Meadow Creek Wealth Advisors
Georgia
$370K -$2.82K -25 -0.8%
PMG
738
ProVise Management Group
Florida
$370K +$113 +1 +0%
GVAG
739
Great Valley Advisor Group
Delaware
$367K +$102K +905 +39%
CIAS
740
Capital Investment Advisory Services
North Carolina
$366K -$452 -4 -0.1%
AAA
741
Adams Asset Advisors
Texas
$365K – – –
FCM
742
Fortis Capital Management
Washington
$361K -$104K -922 -22%
CFO
743
CVA Family Office
Colorado
$356K -$112K -987 -24%
AWAG
744
ARS Wealth Advisors Group
Florida
$355K +$1.7K +15 +0.5%
AC
745
Addison Capital
Pennsylvania
$354K -$89.5K -792 -20%
NC
746
Napatree Capital
Rhode Island
$346K – – –
USCWA
747
U.S. Capital Wealth Advisors
Texas
$346K +$52.9K +468 +18%
AWA
748
Aquire Wealth Advisors
Utah
$344K +$2.15K +19 +0.6%
HGWM
749
Horst & Graben Wealth Management
Oregon
$338K -$91.4K -809 -21%
SFS
750
Security Financial Services
Indiana
$337K +$105K +929 +45%
28 29
30
31 32