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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,066 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, 368 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+27
Holders Change %
+2.6%
% 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
368
Reduced
389
Closed
106
Calls
$3.85B
Puts
$2.8B
Net Calls
+$1.05B
Net Calls Change
+$850M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$443M
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$280M
3
Citadel Advisors
3
Citadel Advisors
Florida
$292M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$884M
5
Wells Fargo
5
Wells Fargo
California
$641M

Top Sellers

1
NI
1
NYL Investors
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$1.81B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$1.54M
4
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$0
5
Ameriprise
5
Ameriprise
Minnesota
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
76
CTC Alternative Strategies
Illinois
$41.2M +$6.06M +56,710 +17%
PAS
77
Park Avenue Securities
New York
$38.2M +$7.3M +68,343 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37.5M -$112M -1,050,000 -75%
SI
79
SimpliFi Inc
California
$36.7M +$632K +5,917 +2%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$36M +$941K +8,809 +3%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$35.9M +$35.3M +330,526 +6,362%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$35.8M +$6.39M +59,780 +22%
FFA
83
First Foundation Advisors
California
$35.3M +$3.14M +29,436 +10%
CAL
84
Capital Analysts LLC
Pennsylvania
$35M +$613K +5,742 +2%
Truist Financial
85
Truist Financial
North Carolina
$33.8M +$1.05M +9,820 +3%
PP
86
Passaic Partners
New Jersey
$33.1M +$19.1M +178,790 +136%
SPC
87
Sigma Planning Corp
Michigan
$32.8M -$1.11M -10,368 -3%
US Bancorp
88
US Bancorp
Minnesota
$30.8M +$19.4M +181,488 +170%
HighTower Advisors
89
HighTower Advisors
Illinois
$30.7M -$4.13M -38,648 -12%
EDRH
90
Edmond de Rothschild Holding
Switzerland
$30.4M +$194K +1,815 +0.6%
SIM
91
Stratos Investment Management
Ohio
$30.1M +$6.32M +59,114 +27%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$29.5M -$3.34M -31,290 -10%
IWS
93
Insight Wealth Strategies
California
$28.1M +$4.7K +44 +0%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$28.1M +$21.2M +198,016 +306%
RWM
95
Ritholtz Wealth Management
New York
$27.2M +$585K +5,476 +2%
PTC
96
Petrus Trust Company
Texas
$27M – – –
SWR
97
Spahn Wealth & Retirement
Arizona
$26.7M +$26.7M +250,347 New
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$26.7M -$91.9K -860 -0.3%
KeyBank National Association
99
KeyBank National Association
Ohio
$26.7M -$1.01M -9,429 -4%
CI
100
Constellation Investments
Ohio
$26.6M +$26.6M +249,317 New
2 3
4
5 6