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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,048 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, 375 increasing their positions, 437 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-48
Holders Change %
-4.38%
% of All Funds
15.19%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.22%
New
99
Increased
375
Reduced
437
Closed
133
Calls
$4.28B
Puts
$4.16B
Net Calls
+$118M
Net Calls Change
+$2.14B

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$724M
2
NI
NYL Investors
New York
+$552M
3
DCP
Diameter Capital Partners
New York
+$327M
4
CC
Centiva Capital
New York
+$267M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.64B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$476M
3
Bank of America
Bank of America
North Carolina
-$461M
4
AAMU
APG Asset Management US
New York
-$343M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
1076
Natixis Advisors
Massachusetts
– -$4.13M -37,362 Closed
AWAU
1077
Alliance Wealth Advisors (Utah)
Utah
– -$4.09M -36,969 Closed
FTUS
1078
Flow Traders U.S.
New York
– -$2.92M -26,365 Closed
TCMP
1079
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$2.77M -24,999 Closed
ITB
1080
Idaho Trust Bank
Idaho
– -$2.7M -24,356 Closed
YAVAPFMC
1081
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
– -$2.6M -23,500 Closed
WF
1082
Williams Financial
Vermont
– -$2.52M -22,755 Closed
BPCA
1083
Bank Pictet & Cie (Asia)
Singapore
– -$2.48M -22,430 Closed
Balyasny Asset Management
1084
Balyasny Asset Management
Illinois
– -$1.89M -17,094 Closed
LA
1085
Latitude Advisors
Florida
– -$1.86M -16,851 Closed
PWG
1086
Portside Wealth Group
Utah
– -$1.51M -13,678 Closed
TWM
1087
Tradition Wealth Management
Minnesota
– -$1.51M -13,643 Closed
4WM
1088
4J Wealth Management
Virginia
– -$1.4M -12,692 Closed
GCM
1089
Greenland Capital Management
New York
– -$1.38M -12,500 Closed
HPM
1090
Hoxton Planning & Management
West Virginia
– -$1.34M -12,110 Closed
AIA
1091
Arrow Investment Advisors
Maryland
– -$1.33M -12,020 Closed
AWM
1092
Axxcess Wealth Management
California
– -$1.29M -11,688 Closed
IPWA
1093
International Private Wealth Advisors
California
– -$1.26M -11,403 Closed
AWA
1094
Arete Wealth Advisors
Illinois
– -$1.21M -10,961 Closed
OWMIAS
1095
One Wealth Management Investment & Advisory Services
Florida
– -$1.19M -10,788 Closed
CWM
1096
Certus Wealth Management
California
– -$1.17M -10,562 Closed
AR
1097
Apeiron RIA
Texas
– -$1.11M -10,038 Closed
NAG
1098
Northstar Advisory Group
New Jersey
– -$1.09M -9,861 Closed
SEIA
1099
Signature Estate & Investment Advisors
California
– -$1.09M -9,823 Closed
SL
1100
SWMG LLC
Texas
– -$1.03M -9,264 Closed
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