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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 %
WAG
826
Wheelhouse Advisory Group
Missouri
$246K -$42.5K -398 -15%
RSWM
827
Robertson Stephens Wealth Management
California
$245K +$1.28K +12 +0.5%
AWA
828
Aquire Wealth Advisors
Utah
$244K -$81.8K -766 -25%
BEI
829
Benjamin Edwards Inc
Missouri
$244K – – –
PI
830
PFG Investments
New York
$242K +$15.6K +146 +7%
AT
831
American Trust
Kentucky
$238K +$238K +2,232 New
CFB
832
Cullen/Frost Bankers
Texas
$237K -$7.05K -66 -3%
RSC
833
Red Spruce Capital
Pennsylvania
$236K -$8.55K -80 -3%
TYCC
834
Texas Yale Capital Corp
Florida
$236K – – –
HIA
835
Harbor Investment Advisory
Maryland
$232K – – –
RCAG
836
Rehmann Capital Advisory Group
Michigan
$232K +$232K +2,171 New
SAG
837
SageView Advisory Group
California
$231K -$31.6K -296 -12%
TSW
838
Three Seasons Wealth
Utah
$227K +$227K +2,126 New
AW
839
Alteri Wealth
California
$227K +$227K +2,125 New
EFG
840
Ehrlich Financial Group
California
$227K +$227K +2,125 New
CWP
841
Concord Wealth Partners
Virginia
$227K +$2.56K +24 +1%
WCP
842
Wick Capital Partners
Pennsylvania
$227K – – –
HIS
843
Harvest Investment Services
Illinois
$227K +$227K +2,123 New
HPM
844
Hoxton Planning & Management
West Virginia
$226K +$8.44K +79 +4%
CAM
845
Concorde Asset Management
Michigan
$225K +$225K +2,105 New
VA
846
Vident Advisory
Georgia
$224K – – –
MAG
847
Members Advisory Group
New York
$220K -$23.5M -203,955 -99%
FA
848
Fountainhead AM
New Jersey
$220K +$26.5K +248 +14%
CFG
849
Chapman Financial Group
Hawaii
$219K +$219K +2,054 New
CHC
850
City Holding Co
West Virginia
$219K -$29.9K -280 -12%
32 33
34
35 36