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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 %
AT
801
American Trust
Kentucky
$247K +$247K +2,257 New
DC
802
Davenport & Co
Virginia
$245K -$16.4K -150 -6%
FA
803
Fountainhead AM
New Jersey
$243K +$8.22K +75 +4%
RSC
804
Red Spruce Capital
Pennsylvania
$242K – – –
AA
805
Ancora Advisors
Ohio
$240K +$45.2K +412 +23%
KA
806
Kovack Advisors
Florida
$240K +$240K +2,189 New
NB
807
Northwest Bancshares
Pennsylvania
$238K +$238K +2,174 New
SWM
808
Spire Wealth Management
Virginia
$237K -$1.1K -10 -0.5%
SCTC
809
Sanibel Captiva Trust Company
Florida
$236K -$7.34K -67 -3%
BPCE
810
Bank Pictet & Cie (Europe)
Germany
$233K +$24.3K +222 +12%
AQR Capital Management
811
AQR Capital Management
Connecticut
$231K +$231K +2,108 New
BCG
812
Breakwater Capital Group
New Jersey
$231K +$12.7K +116 +6%
VA
813
Vident Advisory
Georgia
$230K – – –
CWP
814
Concord Wealth Partners
Virginia
$230K -$4.6K -42 -2%
CAMV
815
Concord Asset Management (Virginia)
Virginia
$230K +$230K +2,095 New
FA
816
Fortis Advisors
Pennsylvania
$229K +$229K +2,085 New
NFG
817
Nations Financial Group
Iowa
$228K +$228K +2,081 New
TSW
818
Thompson Siegel & Walmsley
Virginia
$225K – – –
CSC
819
Caldwell Sutter Capital
California
$223K – – –
VCWM
820
Vista Cima Wealth Management
Arizona
$223K – – –
SWA
821
SOA Wealth Advisors
New York
$223K +$2.3K +21 +1%
BAM
822
Berkshire Asset Management
Pennsylvania
$220K – – –
LAM
823
L2 Asset Management
Massachusetts
$218K +$218K +1,989 New
RCAG
824
Rehmann Capital Advisory Group
Michigan
$216K +$548 +5 +0.3%
FA
825
Forefront Analytics
Pennsylvania
$216K +$216K +1,975 New
31 32
33
34 35