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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 %
FFA
826
Fragasso Financial Advisors
Pennsylvania
$231K +$1.58K +14 +0.7%
CPRC
827
Consolidated Portfolio Review Corp
New York
$230K -$339 -3 -0.1%
CSC
828
Caldwell Sutter Capital
California
$230K – – –
HPM
829
Hoxton Planning & Management
West Virginia
$230K +$230K +2,034 New
SWA
830
SOA Wealth Advisors
New York
$229K – – –
CB
831
CNB Bank
Pennsylvania
$229K – – –
NP
832
NorthRock Partners
Minnesota
$229K -$136K -1,206 -37%
MSAM
833
Moloney Securities Asset Management
Missouri
$226K +$5.76K +51 +3%
PIA
834
Powell Investment Advisors
Florida
$226K +$2.37K +21 +1%
ES
835
Eagle Strategies
New York
$225K -$1.13K -10 -0.5%
HGERS
836
Householder Group Estate & Retirement Specialist
Arizona
$223K -$12.9K -114 -5%
T
837
TrueFG
Texas
$222K – – –
Kayne Anderson Rudnick Investment Management
838
Kayne Anderson Rudnick Investment Management
California
$221K -$224K -1,986 -50%
KFI
839
Key Financial Inc
Pennsylvania
$221K – – –
AA
840
Ancora Advisors
Ohio
$219K -$44.8K -396 -17%
CAM
841
Claret Asset Management
Quebec, Canada
$215K – – –
BAM
842
Berkshire Asset Management
Pennsylvania
$215K – – –
PP
843
Paloma Partners
Connecticut
$215K +$215K +1,900 New
GAG
844
GM Advisory Group
New York
$213K -$131K -1,159 -38%
HCP
845
Hexagon Capital Partners
Arkansas
$211K -$3.84K -34 -2%
PA
846
Procyon Advisors
Connecticut
$211K +$211K +1,866 New
CA
847
Continuum Advisory
Idaho
$211K +$13.4K +124 +7%
HAM
848
Harmony Asset Management
Arizona
$209K +$209K +1,847 New
RFS
849
Richardson Financial Services
Massachusetts
$207K – – –
WWP
850
WR Wealth Planners
Missouri
$207K -$64.9K -574 -24%
32 33
34
35 36