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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 %
TCM
776
Triumph Capital Management
Colorado
$314K +$314K +2,936 New
CKAIS
777
Christensen King & Associates Investment Services
Washington
$312K +$5.03K +47 +2%
AWA
778
Acorn Wealth Advisors
Michigan
$311K +$1.18K +11 +0.4%
PCS
779
Personal CFO Solutions
New Jersey
$308K -$1.28K -12 -0.4%
SBIA
780
Sheaff Brock Investment Advisors
Indiana
$306K – – –
BCG
781
Breakwater Capital Group
New Jersey
$304K -$10.2K -95 -3%
GWP
782
Gateway Wealth Partners
Wisconsin
$303K +$34.5K +323 +13%
AWAG
783
ARS Wealth Advisors Group
Florida
$301K -$34.3K -321 -10%
MSWMA
784
Market Street Wealth Management Advisors
Indiana
$299K – – –
ECM
785
Exchange Capital Management
Michigan
$293K -$508K -4,752 -63%
NWM
786
Napa Wealth Management
California
$292K -$351K -3,287 -55%
CPL
787
CAP Partners LLC
Tennessee
$288K +$14.2K +133 +5%
GWM
788
Geneos Wealth Management
Colorado
$286K +$24K +225 +9%
EAM
789
Empirical Asset Management
Massachusetts
$286K +$5.13K +48 +2%
BWM
790
BCS Wealth Management
Tennessee
$285K +$285K +2,665 New
SC
791
Saiph Capital
New Jersey
$284K +$284K +2,657 New
GVAG
792
Great Valley Advisor Group
Delaware
$279K -$68K -637 -20%
BIA
793
BHK Investment Advisors
Alabama
$278K +$3.95K +37 +1%
SFA
794
Sequoia Financial Advisors
Ohio
$278K +$14.9K +139 +6%
RIP
795
Reliant Investment Partners
North Carolina
$278K +$278K +2,601 New
AWA
796
Arkadios Wealth Advisors
Georgia
$277K -$119K -1,116 -30%
LFG
797
Larson Financial Group
Missouri
$277K +$13.4K +125 +5%
CCAM
798
Cascades Capital Asset Management
North Carolina
$275K +$275K +2,575 New
TL
799
Tradewinds LLC
North Carolina
$275K -$177K -1,650 -39%
WWG
800
West Wealth Group
California
$275K -$4.49K -42 -2%
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