LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,025 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, 406 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
13.75%
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
406
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 %
Marshall Wace
76
Marshall Wace
United Kingdom
$36.6M -$48.1M -438,400 -57%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$36.3M -$1.06M -9,640 -3%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$36M -$5.24M -47,776 -13%
HIIFS
79
Harel Insurance Investments & Financial Services
Israel
$34.9M +$134K +1,225 +0.4%
Citigroup
80
Citigroup
New York
$34.9M -$32.2M -293,565 -48%
SPC
81
Sigma Planning Corp
Michigan
$34.6M -$199K -1,815 -0.6%
SIM
82
Stratos Investment Management
Ohio
$33.4M +$849K +7,743 +3%
Millennium Management
83
Millennium Management
New York
$33.4M +$28.3M +258,130 +553%
CCMG
84
Clark Capital Management Group
Pennsylvania
$31.9M +$15.5M +141,340 +95%
RWM
85
Ritholtz Wealth Management
New York
$31.9M +$2.64M +24,111 +9%
JFG
86
Jefferies Financial Group
New York
$30.7M +$28.2M +256,973 +1,109%
AAP
87
Arax Advisory Partners
Colorado
$30.3M +$1.32M +12,021 +5%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$28.9M +$4.25M +38,758 +17%
CVM
89
Cheviot Value Management
California
$28.3M +$1.61M +14,727 +6%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$28.2M -$113M -1,033,318 -80%
CI
91
Constellation Investments
Ohio
$27.3M – – –
WW
92
Westshore Wealth
California
$26.7M +$1.02M +9,316 +4%
JF
93
Joule Financial
Kentucky
$26.6M +$566K +5,167 +2%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$26M -$18.2K -167 -0.1%
BBVA
95
Banco Bilbao Vizcaya Argentaria
Spain
$26M +$1.24M +11,377 +5%
KWM
96
Kingsview Wealth Management
Oregon
$25.9M +$789K +7,195 +3%
EH
97
Equitable Holdings
New York
$25.9M +$2.47M +22,562 +11%
AFI
98
American Family Investments
Wisconsin
$25.2M +$25.2M +230,000 New
TD Asset Management
99
TD Asset Management
Ontario, Canada
$24.5M -$6.74M -61,454 -22%
KeyBank National Association
100
KeyBank National Association
Ohio
$24.3M -$1.86M -16,969 -7%
2 3
4
5 6