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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 %
TA
751
TFG Advisers
Michigan
$332K -$85.1K -753 -20%
BCG
752
Breakwater Capital Group
New Jersey
$332K +$4.41K +39 +1%
AWA
753
Acorn Wealth Advisors
Michigan
$327K +$47K +416 +17%
PCS
754
Personal CFO Solutions
New Jersey
$327K +$327K +2,891 New
GCA
755
Guardian Capital Advisors
Ontario, Canada
$326K +$69.9K +618 +27%
CKAIS
756
Christensen King & Associates Investment Services
Washington
$324K +$1.7K +15 +0.5%
SBIA
757
Sheaff Brock Investment Advisors
Indiana
$324K +$113 +1 +0%
FHA
758
First Horizon Advisors
Tennessee
$322K +$24.5K +217 +8%
AAM
759
Advisors Asset Management
Colorado
$321K -$99.9K -884 -24%
AF
760
Apexium Financial
Texas
$321K +$321K +2,838 New
ATPW
761
Ashton Thomas Private Wealth
Arizona
$320K +$13.9K +123 +5%
RSWA
762
Robinson Smith Wealth Advisors
Maine
$320K – – –
DA
763
Detalus Advisors
Missouri
$320K -$10.6K -94 -3%
AP
764
Americana Partners
Texas
$319K -$12.4K -110 -4%
OC
765
OxenFree Capital
Florida
$319K -$7.91K -70 -2%
FT
766
Fiduciary Trust
Massachusetts
$319K – – –
1SB
767
1ST Source Bank
Indiana
$319K -$105K -928 -25%
RIL
768
Rothschild Investment LLC
Illinois
$319K – – –
MSWMA
769
Market Street Wealth Management Advisors
Indiana
$316K -$34.9K -309 -10%
CCG
770
Cypress Capital Group
Florida
$315K -$61.7K -546 -16%
WQ
771
Wealth Quarterback
New Jersey
$312K +$312K +2,759 New
WAG
772
Wheelhouse Advisory Group
Missouri
$305K -$39.7K -351 -12%
RFP
773
Root Financial Partners
California
$302K +$69.8K +618 +30%
EAM
774
Empirical Asset Management
Massachusetts
$297K +$9.15K +81 +3%
WWG
775
West Wealth Group
California
$295K -$438K -3,881 -60%
29 30
31
32 33