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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 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+12
Holders Change %
+1.18%
% 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
81
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 %
SFFS
851
Stonehage Fleming Financial Services
Jersey
$180K -$424K -3,871 -70%
CHC
852
City Holding Co
West Virginia
$179K -$28.9K -264 -14%
GJIA
853
Glass Jacobson Investment Advisors
Maryland
$171K -$93.8K -856 -35%
C
854
Covestor
United Kingdom
$166K +$59.5K +541 +56%
BA
855
Bellwether Advisors
Nebraska
$166K – – –
CWM
856
Consultiva Wealth Management
Puerto Rico
$163K – – –
AWM
857
Ameliora Wealth Management
Switzerland
$162K – – –
Kayne Anderson Rudnick Investment Management
858
Kayne Anderson Rudnick Investment Management
California
$157K +$438 +4 +0.3%
OA
859
Operose Advisors
Wisconsin
$157K +$33K +301 +27%
TPCM
860
Templeton & Phillips Capital Management
Tennessee
$155K – – –
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$141K -1,282 -48%
PB
862
Pinnacle Bancorp
Nebraska
$149K – – –
NB
863
NBT Bank
New York
$145K – – –
JHCP
864
Jackson Hole Capital Partners
Oklahoma
$140K – – –
BCWM
865
Bartlett & Co Wealth Management
Ohio
$140K +$6.58K +60 +5%
FHA
866
First Horizon Advisors
Tennessee
$134K -$68.1K -621 -34%
WB
867
Webster Bank
Connecticut
$130K +$24.1K +220 +23%
BWAM
868
Boyd Watterson Asset Management
Ohio
$125K +$19.5K +178 +18%
ATC
869
Adirondack Trust Company
New York
$125K – – –
WT
870
Whittier Trust
California
$123K – – –
PIA
871
Powell Investment Advisors
Florida
$117K -$96.6K -881 -45%
MMCM
872
Murphy & Mullick Capital Management
New York
$116K – – –
NP
873
NorthRock Partners
Minnesota
$116K +$10.7K +98 +10%
OW
874
Olistico Wealth
Oklahoma
$115K – – –
TRCT
875
Tower Research Capital (TRC)
New York
$110K -$4.6M -41,964 -98%
33 34
35
36 37