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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

1,049 hedge funds and large institutions have $30B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 376 increasing their positions, 437 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $4.16B

4% less funds holding

Funds holding: 1,097 → 1,049 (-48)

8% less funds holding in top 10

Funds holding in top 10: 91 → 84 (-7)

10% less capital invested

Capital invested by funds: $33.3B → $30B (-$3.29B)

11.26% less ownership

Funds ownership: 104.03% → 92.77% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 437

26% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 133

Holders
1,049
Holders Change
-48
Holders Change %
-4.38%
% of All Funds
15.11%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.21%
New
99
Increased
376
Reduced
437
Closed
133
Calls
$4.28B
Puts
$4.16B
Net Calls
+$118M
Net Calls Change
+$2.14B

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$722M
2
NI
NYL Investors
New York
+$551M
3
DCP
Diameter Capital Partners
New York
+$326M
4
CC
Centiva Capital
New York
+$267M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.64B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$475M
3
Bank of America
Bank of America
North Carolina
-$460M
4
AAMU
APG Asset Management US
New York
-$343M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$341M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1076
Asset Allocation & Management Company
Illinois
– -$4.54M -41,000 Closed
Natixis Advisors
1077
Natixis Advisors
Massachusetts
– -$4.13M -37,362 Closed
AWAU
1078
Alliance Wealth Advisors (Utah)
Utah
– -$4.09M -36,969 Closed
FTUS
1079
Flow Traders U.S.
New York
– -$2.92M -26,365 Closed
TCMP
1080
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$2.77M -24,999 Closed
ITB
1081
Idaho Trust Bank
Idaho
– -$2.7M -24,356 Closed
YAVAPFMC
1082
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
– -$2.6M -23,500 Closed
WF
1083
Williams Financial
Vermont
– -$2.52M -22,755 Closed
BPCA
1084
Bank Pictet & Cie (Asia)
Singapore
– -$2.48M -22,430 Closed
Balyasny Asset Management
1085
Balyasny Asset Management
Illinois
– -$1.89M -17,094 Closed
LA
1086
Latitude Advisors
Florida
– -$1.86M -16,851 Closed
PWG
1087
Portside Wealth Group
Utah
– -$1.51M -13,678 Closed
TWM
1088
Tradition Wealth Management
Minnesota
– -$1.51M -13,643 Closed
4WM
1089
4J Wealth Management
Virginia
– -$1.4M -12,692 Closed
GCM
1090
Greenland Capital Management
New York
– -$1.36M -12,500 Closed
HPM
1091
Hoxton Planning & Management
West Virginia
– -$1.34M -12,110 Closed
AIA
1092
Arrow Investment Advisors
Maryland
– -$1.33M -12,020 Closed
AWM
1093
Axxcess Wealth Management
California
– -$1.29M -11,688 Closed
IPWA
1094
International Private Wealth Advisors
California
– -$1.26M -11,403 Closed
AWA
1095
Arete Wealth Advisors
Illinois
– -$1.21M -10,961 Closed
OWMIAS
1096
One Wealth Management Investment & Advisory Services
Florida
– -$1.19M -10,788 Closed
CWM
1097
Certus Wealth Management
California
– -$1.17M -10,562 Closed
AR
1098
Apeiron RIA
Texas
– -$1.11M -10,038 Closed
NAG
1099
Northstar Advisory Group
New Jersey
– -$1.09M -9,861 Closed
SEIA
1100
Signature Estate & Investment Advisors
California
– -$1.09M -9,823 Closed
42 43
44
45 46

LQD Hedge Fund Activity: Q1 2024 in Review

1,049 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2024, worth a combined $30B — down 9.9% from $33.3B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of LQD and 99 opened new positions — a net loss of 34 holders — while 437 trimmed existing stakes and 376 added.

The largest buyer was Prudential Financial, adding an estimated $722M. The largest seller was Morgan Stanley, cutting an estimated $1.64B.

  • 1,049 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2024, down from 1,097 in Q4 2023.
  • Funds reported $30B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2024, down 9.9% quarter-over-quarter.
  • 99 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2024 and 133 closed out, a net change of -34 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2024 was Prudential Financial, an estimated $722M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2024.