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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 %
CAM
1026
Creekmur Asset Management
Illinois
$767 +$767 +7 New
MIM
1027
MTM Investment Management
South Carolina
$438 – – –
LFA
1028
Legend Financial Advisors
Pennsylvania
$438 +$438 +4 New
SWIG
1029
Strategic Wealth Investment Group
Kentucky
$219 +$219 +2 New
HNW
1030
High Note Wealth
Minnesota
$53 -$52 – –
NCM
1031
Northwest Capital Management
Oregon
$47 -$47 – –
SHIM
1032
Stone House Investment Management
Pennsylvania
$22 -$21 – –
D.E. Shaw & Co
1033
D.E. Shaw & Co
New York
– -$150M -1,381,100 Closed
Neuberger Berman Group
1034
Neuberger Berman Group
New York
– -$73.6M -677,484 Closed
PAM
1035
Panagora Asset Management
Massachusetts
– -$47.8M -439,849 Closed
PR
1036
Payden & Rygel
California
– -$20.1M -185,127 Closed
PP
1037
Passaic Partners
New Jersey
– -$14.6M -134,275 Closed
CF
1038
Corebridge Financial
Texas
– -$13.8M -126,800 Closed
TC
1039
TownSquare Capital
Utah
– -$13M -119,412 Closed
MSA
1040
MUFG Securities Americas
New York
– -$10.9M -100,000 Closed
JRCM
1041
Jones Road Capital Management
New York
– -$9.53M -87,700 Closed
PPFA
1042
Provida Pension Fund Administrator
Chile
– -$8.89M -81,800 Closed
KKRC
1043
Kohlberg Kravis Roberts & Co
New York
– -$7.85M -72,232 Closed
CM
1044
Castleark Management
Illinois
– -$7.74M -71,170 Closed
EP
1045
Edgestream Partners
New Jersey
– -$6.31M -58,062 Closed
GS
1046
GTS Securities
New York
– -$5.36M -49,289 Closed
HF
1047
HRT Financial
New York
– -$4.73M -43,548 Closed
BCWM
1048
Ball & Co Wealth Management
Tennessee
– -$4.54M -41,739 Closed
AWMT
1049
AAFMAA Wealth Management & Trust
North Carolina
– -$3.9M -35,857 Closed
MAS
1050
Meeder Advisory Services
Ohio
– -$3.72M -34,199 Closed
40 41
42
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