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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 %
JAM
1026
JCIC Asset Management
Ontario, Canada
$9.08K – – –
GIP
1027
Granite Investment Partners
California
$9.08K +$9.08K +85 New
WWM
1028
Wolff Wiese Magana
California
$8.98K -$10.7K -100 -54%
SAM
1029
Synergy Asset Management
Washington
$8.59K +$8.59K +76 New
SFC
1030
SYM Financial Corp
Indiana
$8.01K +$3.21K +30 +67%
HGERS
1031
Householder Group Estate & Retirement Specialist
Arizona
$8K -$190K -1,897 -96%
FDCP
1032
Foster Dykema Cabot & Partners
Massachusetts
$7.37K – – –
BTC
1033
Bank & Trust Company
Illinois
$6.95K – – –
DFA
1034
DHJJ Financial Advisors
Illinois
$6.41K – – –
GK
1035
Graney & King
New York
$5.88K +$5.88K +55 New
WWM
1036
Wagner Wealth Management
South Carolina
$5.74K -$22.3K -210 -80%
FWP
1037
FAS Wealth Partners
Kansas
$5.65K +$107 +1 +2%
HMS
1038
Hanseatic Management Services
New Mexico
$5.56K – – –
SIM
1039
Synergy Investment Management
Florida
$5.56K +$5.56K +52 New
Q1WB
1040
Quest 10 Wealth Builders
Virginia
$5.45K +$5.45K +51 New
LWA
1041
Lowe Wealth Advisors
Maryland
$5.34K +$5.34K +50 New
PMFA
1042
Plante Moran Financial Advisors
Michigan
$5.02K – – –
RS
1043
Rakuten Securities
Japan
$5.02K +$4.59K +43 +1,075%
KIM
1044
Kestra Investment Management
Texas
$4.81K +$4.81K +45 New
RWPA
1045
Richard W. Paul & Associates
Michigan
$4.17K – – –
HIW
1046
Holos Integrated Wealth
Pennsylvania
$4.06K +$4.06K +38 New
PAIM
1047
Punch & Associates Investment Management
Minnesota
$3.95K – – –
NS
1048
NBC Securities
Alabama
$3.8K -$4.36M -40,219 -100%
APW
1049
Atlantic Private Wealth
North Carolina
$3.7K +$106 +1 +3%
SWC
1050
Spectrum Wealth Counsel
Indiana
$3.42K -$3.74K -35 -52%
40 41
42
43 44