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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 %
CFG
851
Citizens Financial Group
Rhode Island
$206K +$206K +1,821 New
OC
852
Optimas Capital
Hong Kong
$205K +$205K +1,818 New
FA
853
Fountainhead AM
New Jersey
$205K -$9.6K -85 -4%
Bank of Nova Scotia
854
Bank of Nova Scotia
Ontario, Canada
$203K -$18.9K -167 -8%
CPA
855
Cardiff Park Advisors
California
$203K -$452 -4 -0.2%
FHC
856
First Heartland Consultants
Missouri
$202K -$2.05M -18,208 -91%
PWMG
857
Pioneer Wealth Management Group
Texas
$201K +$201K +1,778 New
PHWM
858
Pine Harbor Wealth Management
Maryland
$200K +$200K +1,770 New
CT
859
Colonial Trust
South Carolina
$197K – – –
BONH
860
Bank of New Hampshire
New Hampshire
$188K +$35.6K +315 +23%
HWM
861
HighMark Wealth Management
Minnesota
$168K +$168K +1,487 New
BCWM
862
Bartlett & Co Wealth Management
Ohio
$167K -$2.94K -26 -2%
TPCM
863
Templeton & Phillips Capital Management
Tennessee
$160K – – –
WAM
864
Wolverine Asset Management
Illinois
$158K +$158K +1,400 New
SWM
865
Spire Wealth Management
Virginia
$150K -$10.3K -91 -6%
JHCP
866
Jackson Hole Capital Partners
Oklahoma
$145K – – –
CAS
867
Coppell Advisory Solutions
Texas
$144K -$330K -2,917 -70%
LFA
868
LGT Financial Advisors
Texas
$133K +$10.8K +96 +9%
WH
869
Wallace Hart
Kentucky
$133K – – –
WT
870
Whittier Trust
California
$127K – – –
TFGT
871
TS Financial Group (TSFG)
Illinois
$126K +$7.71K +68 +7%
MHR
872
Matthew Hamilton Rosenberg
$121K +$29.7K +263 +33%
OW
873
Olistico Wealth
Oklahoma
$119K – – –
BTI
874
Blue Trust Inc
Georgia
$115K -$1.57M -14,644 -93%
BWAM
875
Boyd Watterson Asset Management
Ohio
$113K +$3.95K +35 +4%
33 34
35
36 37