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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,026 hedge funds and large institutions have $28.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 352 increasing their positions, 407 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+13
Holders Change %
+1.28%
% of All Funds
13.76%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.02%
New
111
Increased
352
Reduced
407
Closed
80
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$734M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
+$403M
3
AAMU
APG Asset Management US
New York
+$374M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$342M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$307M

Top Sellers

1
NI
NYL Investors
New York
-$762M
2
Goldman Sachs
Goldman Sachs
New York
-$437M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Ameriprise
Ameriprise
Minnesota
-$255M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
WE
776
Wealth Effects
Massachusetts
$266K +$2.19K +20 +0.8%
UAS
777
United Asset Strategies
New York
$265K +$265K +2,418 New
CWP
778
Cyndeo Wealth Partners
Florida
$265K +$110 +1 +0%
SCP
779
Sandhill Capital Partners
New York
$265K +$329 +3 +0.1%
WA
780
WP Advisors
California
$264K +$2.96K +27 +1%
JEST
781
JTC Employer Solutions Trustee
Jersey
$263K – – –
SOAG
782
Silver Oak Advisory Group
Oregon
$263K +$263K +2,400 New
WAM
783
Walker Asset Management
Missouri
$263K -$3.95K -36 -1%
FFA
784
Fragasso Financial Advisors
Pennsylvania
$262K -$17.2K -157 -6%
EAM
785
Empirical Asset Management
Massachusetts
$260K -$51.1K -466 -16%
PWMG
786
Pioneer Wealth Management Group
Texas
$260K +$260K +2,374 New
NW
787
Naviter Wealth
Arkansas
$260K -$4.49K -41 -2%
PI
788
PFG Investments
New York
$260K +$21K +192 +9%
WCP
789
Wick Capital Partners
Pennsylvania
$258K +$239K +27,090 +1,276%
FC
790
Farringdon Capital
United Kingdom
$257K +$257K +2,345 New
DA
791
Detalus Advisors
Missouri
$255K -$153K -1,400 -38%
CD
792
Chapin Davis
Maryland
$254K +$110 +1 +0%
WFA
793
WMG Financial Advisors
Tennessee
$254K +$254K +2,316 New
IA
794
Integrity Alliance
Iowa
$253K -$21.6K -197 -8%
DBIA
795
Dumont & Blake Investment Advisors
New Jersey
$253K – – –
CIBC World Market
796
CIBC World Market
Ontario, Canada
$253K -$89.3K -815 -26%
HIP
797
HUB Investment Partners
Texas
$252K +$14.8K +135 +6%
RSWM
798
Robertson Stephens Wealth Management
California
$250K -$110 -1 -0%
AWA
799
Aquire Wealth Advisors
Utah
$248K -$3.07K -28 -1%
ICMM
800
Integrated Capital Management (Michigan)
Michigan
$248K +$248K +2,280 New
30 31
32
33 34