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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
HAM
1151
Harmony Asset Management
Arizona
– -$230K -2,080 Closed
OCPWS
1152
One Charles Private Wealth Services
Massachusetts
– -$228K -2,056 Closed
GWM
1153
Gray Wealth Management
Maine
– -$226K -2,041 Closed
CPRC
1154
Consolidated Portfolio Review Corp
New York
– -$222K -2,004 Closed
WAL
1155
W Advisors LLC
Tennessee
– -$215K -1,941 Closed
CFG
1156
Citizens Financial Group
Rhode Island
– -$215K -1,940 Closed
BWM
1157
Baron Wealth Management
Michigan
– -$214K -1,937 Closed
IAA
1158
Independent Advisor Alliance
North Carolina
– -$211K -1,910 Closed
VCA
1159
Verdence Capital Advisors
Maryland
– -$211K -1,910 Closed
FA
1160
Fiduciary Alliance
South Carolina
– -$209K -1,888 Closed
SVWAG
1161
Sound View Wealth Advisors Group
Georgia
– -$205K -1,851 Closed
SFG
1162
Sunburst Financial Group
Alabama
– -$202K -1,826 Closed
TI
1163
tru Independence
Oregon
– -$202K -1,826 Closed
TCM
1164
Triumph Capital Management
Colorado
– -$201K -1,815 Closed
OP
1165
ORG Partners
Indiana
– -$163K -1,466 Closed
BWM
1166
BKM Wealth Management
Wisconsin
– -$159K -1,437 Closed
SL
1167
Salomon & Ludwin
Virginia
– -$91.9K -901 Closed
EC
1168
Elequin Capital
New York
– -$93K -840 Closed
FA
1169
Faithward Advisors
Pennsylvania
– -$89K -820 Closed
LA
1170
LM Advisors
California
– -$77.6K -701 Closed
BCM
1171
Blume Capital Management
California
– -$60.9K -550 Closed
RIM
1172
Rockbridge Investment Management
New York
– -$60.6K -548 Closed
FFO
1173
Fortitude Family Office
Arizona
– -$44.3K -400 Closed
NFA
1174
Northwest Financial Advisors
Virginia
– -$25.5K -231 Closed
ME
1175
McIlrath & Eck
Washington
– -$12.5K -113 Closed
44 45 46
47
48

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.