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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 %
OCPWS
1151
One Charles Private Wealth Services
Massachusetts
– -$228K -2,056 Closed
GWM
1152
Gray Wealth Management
Maine
– -$226K -2,041 Closed
CPRC
1153
Consolidated Portfolio Review Corp
New York
– -$222K -2,004 Closed
WAL
1154
W Advisors LLC
Tennessee
– -$215K -1,941 Closed
CFG
1155
Citizens Financial Group
Rhode Island
– -$215K -1,940 Closed
BWM
1156
Baron Wealth Management
Michigan
– -$214K -1,937 Closed
IAA
1157
Independent Advisor Alliance
North Carolina
– -$211K -1,910 Closed
VCA
1158
Verdence Capital Advisors
Maryland
– -$211K -1,910 Closed
FA
1159
Fiduciary Alliance
South Carolina
– -$209K -1,888 Closed
SVWAG
1160
Sound View Wealth Advisors Group
Georgia
– -$205K -1,851 Closed
SFG
1161
Sunburst Financial Group
Alabama
– -$202K -1,826 Closed
TI
1162
tru Independence
Oregon
– -$202K -1,826 Closed
TCM
1163
Triumph Capital Management
Colorado
– -$201K -1,815 Closed
OP
1164
ORG Partners
Indiana
– -$163K -1,466 Closed
BWM
1165
BKM Wealth Management
Wisconsin
– -$159K -1,437 Closed
SL
1166
Salomon & Ludwin
Virginia
– -$91.9K -901 Closed
EC
1167
Elequin Capital
New York
– -$93K -840 Closed
FA
1168
Faithward Advisors
Pennsylvania
– -$89K -820 Closed
LA
1169
LM Advisors
California
– -$77.6K -701 Closed
BCM
1170
Blume Capital Management
California
– -$60.9K -550 Closed
RIM
1171
Rockbridge Investment Management
New York
– -$60.6K -548 Closed
FFO
1172
Fortitude Family Office
Arizona
– -$44.3K -400 Closed
NFA
1173
Northwest Financial Advisors
Virginia
– -$25.5K -231 Closed
ME
1174
McIlrath & Eck
Washington
– -$12.5K -113 Closed
AC
1175
AlphaCore Capital
California
– -$11.1K -100 Closed
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