LQD icon

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 %
DC
776
Davenport & Co
Virginia
$295K +$56K +496 +23%
BIA
777
BHK Investment Advisors
Alabama
$290K +$20.4K +181 +8%
CPL
778
CAP Partners LLC
Tennessee
$290K -$20.9K -185 -7%
AAS
779
Ameritas Advisory Services
Nebraska
$289K -$358K -3,165 -55%
VFA
780
Voya Financial Advisors
Connecticut
$287K +$287K +2,534 New
EWM
781
Evercore Wealth Management
New York
$284K -$197K -1,748 -41%
GWP
782
Gateway Wealth Partners
Wisconsin
$284K +$54.9K +486 +24%
DCM
783
Dimension Capital Management
Florida
$284K – – –
JC
784
Jentner Corp
Ohio
$282K – – –
Empower Advisory Group
785
Empower Advisory Group
Colorado
$282K -$14.9K -132 -5%
SFA
786
Sequoia Financial Advisors
Ohio
$279K -$127K -1,127 -31%
LFG
787
Larson Financial Group
Missouri
$278K +$1.81K +16 +0.7%
SAG
788
SageView Advisory Group
California
$278K +$278K +2,456 New
SCP
789
Sandhill Capital Partners
New York
$277K +$20.3K +180 +8%
GWM
790
Geneos Wealth Management
Colorado
$277K +$48.4K +428 +21%
SXL
791
Summit X LLC
Missouri
$277K -$19.8K -185 -7%
FDCDDQ
792
Federation des caisses Desjardins du Quebec
Quebec, Canada
$275K +$6.33K +56 +2%
WAM
793
Walker Asset Management
Missouri
$275K -$9.15K -81 -3%
NW
794
Naviter Wealth
Arkansas
$273K +$273K +2,414 New
CWP
795
Cyndeo Wealth Partners
Florida
$273K -$11.2K -99 -4%
TWA
796
Talisman Wealth Advisors
New Jersey
$272K +$272K +11,166 New
SWA
797
Strata Wealth Advisors
Texas
$269K +$269K +2,379 New
WE
798
Wealth Effects
Massachusetts
$265K +$1.13K +10 +0.4%
KCM
799
Kanawha Capital Management
Virginia
$265K +$2.82K +25 +1%
AA
800
Advisory Alpha
Michigan
$264K -$182K -1,610 -41%
30 31
32
33 34