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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,066 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, 368 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+27
Holders Change %
+2.6%
% of All Funds
14.19%
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
368
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
$443M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$280M
3
Citadel Advisors
Citadel Advisors
Florida
$292M
4
Wealthfront Advisers
Wealthfront Advisers
California
$884M
5
Wells Fargo
Wells Fargo
California
$641M

Top Sellers

1
NI
NYL Investors
New York
$154M
2
Bank of America
Bank of America
North Carolina
$1.81B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.54M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1101
Latitude Advisors
Florida
– -$1.9M -16,798 Closed
SP
1102
Sarasin & Partners
United Kingdom
– -$1.85M -16,375 Closed
FPGK
1103
Financial Partners Group (Kansas)
Kansas
– -$1.32M -11,691 Closed
EP
1104
Edgestream Partners
New Jersey
– -$1.3M -11,476 Closed
JSL
1105
JT Stratford LLC
Georgia
– -$1.23M -10,910 Closed
WAM
1106
Worth Asset Management
Texas
– -$1.22M -10,778 Closed
CRWM
1107
Castle Rock Wealth Management
California
– -$986K -8,865 Closed
PWM
1108
Pacific Wealth Management
California
– -$976K -8,637 Closed
Pictet Asset Management
1109
Pictet Asset Management
Switzerland
– -$904K -8,000 Closed
CC
1110
Copperleaf Capital
North Carolina
– -$795K -7,033 Closed
CPP
1111
Capasso Planning Partners
South Carolina
– -$792K -7,006 Closed
GS
1112
GTS Securities
New York
– -$773K -6,845 Closed
GLA
1113
Good Life Advisors
Pennsylvania
– -$736K -6,516 Closed
LWM
1114
Liberty Wealth Management
California
– -$652K -5,768 Closed
4WM
1115
4J Wealth Management
Virginia
– -$639K -5,653 Closed
SAM
1116
Sawgrass Asset Management
Florida
– -$597K -5,285 Closed
BFWM
1117
Bright Futures Wealth Management
New York
– -$530K -4,852 Closed
DW30
1118
Drucker Wealth 3.0
New Jersey
– -$538K -4,761 Closed
GSC
1119
Ground Swell Capital
South Carolina
– -$526K -4,660 Closed
ETC
1120
Exchange Traded Concepts
Oklahoma
– -$522K -4,620 Closed
OPAM
1121
Ocean Park Asset Management
California
– -$522K -4,620 Closed
MCWS
1122
McKinley Carter Wealth Services
West Virginia
– -$522K -4,618 Closed
KAM
1123
Kensington Asset Management
Texas
– -$501K -4,600 Closed
PA
1124
Probity Advisors
Texas
– -$485K -4,294 Closed
SMDAM
1125
Sumitomo Mitsui DS Asset Management
Japan
– -$436K -3,862 Closed
43 44
45
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