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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,039 hedge funds and large institutions have $28B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 413 increasing their positions, 355 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+38
Holders Change %
+3.8%
% of All Funds
15.03%
Holding in Top 10
80
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
118
Increased
413
Reduced
355
Closed
68
Calls
$4.29B
Puts
$4.09B
Net Calls
+$198M
Net Calls Change
+$242M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$379M
2
Ameriprise
2
Ameriprise
Minnesota
$656M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$246M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
5
AssetMark Inc
5
AssetMark Inc
California
$322M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$460M
2
Prudential Financial
2
Prudential Financial
New Jersey
$323M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$53.1M
4
AIMU
4
Allianz Investment Management US
Minnesota
$986M
5
Bank of America
5
Bank of America
North Carolina
$2.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$31.1M -$23.2K -205 -0.1%
IWS
102
Insight Wealth Strategies
California
$29.8M -$176K -1,554 -0.6%
KeyBank National Association
103
KeyBank National Association
Ohio
$29.3M -$1.39M -12,318 -5%
PTC
104
Petrus Trust Company
Texas
$28.5M +$409K +3,623 +1%
AWS
105
Atria Wealth Solutions
New York
$28.5M -$1.66M -14,665 -5%
SL
106
Sentinus LLC
Illinois
$28.5M -$707K -1,225 -2%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$28.3M +$24.5M +216,614 +633%
BCM
108
BlueCrest Capital Management
Jersey
$28.2M +$22.6M +200,000 +400%
DAS
109
Diversify Advisory Services
Utah
$28.2M +$5.75M +52,463 +26%
RWM
110
Ritholtz Wealth Management
New York
$28.2M +$1.36M +12,046 +5%
AAP
111
Arax Advisory Partners
Colorado
$26.6M -$540K -4,781 -2%
Squarepoint
112
Squarepoint
New York
$26.3M -$10.4M -92,130 -28%
OMC
113
Old Mission Capital
Illinois
$26.1M +$26.1M +230,914 New
SIM
114
Stratos Investment Management
Ohio
$25.2M +$3.94M +34,831 +19%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$24.9M +$1.97M +17,400 +9%
QS
116
Quantitative Strategies
California
$24.8M +$440K +3,897 +2%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$24.7M -$227K -2,012 -0.9%
CI
118
Conning Inc
Connecticut
$24.6M -$3.66M -32,404 -13%
WW
119
Westshore Wealth
California
$24.2M +$462K +4,089 +2%
ACI
120
Alpha Cubed Investments
California
$24.2M -$410K -3,628 -2%
JF
121
Joule Financial
Kentucky
$24.1M +$1.01M +8,943 +4%
I
122
INVST
Indiana
$23.9M +$21.5M +190,368 +898%
PP
123
Prudential plc
United Kingdom
$23.8M -$33.7M -298,400 -59%
WS
124
Wela Strategies
Georgia
$23.4M +$1.6M +14,190 +7%
MAG
125
Members Advisory Group
New York
$23.3M +$585K +5,176 +3%
3 4
5
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