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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 %
SW
751
SVB Wealth
Massachusetts
$361K +$361K +3,378 New
IWN
752
Independent Wealth Network
Iowa
$361K -$5.88K -55 -2%
AG
753
AmeriFlex Group
Nevada
$356K +$356K +3,313 New
SWP
754
Summit Wealth Partners
Florida
$355K -$192K -1,793 -35%
HI
755
Harbour Investments
Wisconsin
$350K -$1.58M -14,800 -82%
MCWA
756
Meadow Creek Wealth Advisors
Georgia
$350K – – –
PMG
757
ProVise Management Group
Florida
$350K +$107 +1 +0%
AWE
758
Avidian Wealth Enterprises
Texas
$349K -$17K -159 -5%
CIAS
759
Capital Investment Advisory Services
North Carolina
$348K +$1.6K +15 +0.5%
AAA
760
Adams Asset Advisors
Texas
$345K – – –
PGFC
761
Peapack-Gladstone Financial Corp
New Jersey
$345K -$9.63K -90 -3%
AFW
762
Avantra Family Wealth
Pennsylvania
$345K +$345K +3,229 New
RSWA
763
Robinson Smith Wealth Advisors
Maine
$344K +$41.7K +390 +14%
DA
764
Detalus Advisors
Missouri
$342K +$39.3K +368 +13%
CFO
765
CVA Family Office
Colorado
$337K +$214 +2 +0.1%
RIM
766
Redwood Investment Management
Arizona
$334K -$54.7K -512 -14%
AFC
767
AFT Forsyth & Company
Florida
$333K -$40.8K -382 -11%
MMA
768
Miracle Mile Advisors
California
$332K -$115K -1,077 -26%
RCM
769
RMR Capital Management
California
$330K +$330K +3,085 New
NC
770
Napatree Capital
Rhode Island
$328K – – –
ATPW
771
Ashton Thomas Private Wealth
Arizona
$325K +$22.2K +208 +7%
OC
772
OxenFree Capital
Florida
$320K +$18.1K +169 +6%
GP
773
Guardian Partners
Canada
$319K +$319K +3,010 New
APWM
774
Anchor Pointe Wealth Management
Missouri
$315K +$315K +2,945 New
TA
775
TFG Advisers
Michigan
$314K -$320 -3 -0.1%
29 30
31
32 33