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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 %
TPCW
126
TD Private Client Wealth
New York
$19.7M +$939K +8,790 +5%
SP
127
SIH Partners
Delaware
$19.7M +$19.7M +184,411 New
HH
128
Hilltop Holdings
Texas
$19.6M -$1.8M -16,809 -8%
DI
129
DDFG Inc
California
$19.4M -$542K -5,071 -3%
CI Investments Inc
130
CI Investments Inc
Ontario, Canada
$18.5M -$18.8K -176 -0.1%
ACI
131
Alpha Cubed Investments
California
$18.4M -$4.48M -41,898 -20%
AC
132
Allstate Corporation
Illinois
$17.8M +$9.83M +91,965 +123%
IWM
133
IHT Wealth Management
Illinois
$17.4M -$16M -150,193 -48%
LWL
134
Leo Wealth LLC
Texas
$17.3M -$512K -4,791 -3%
SWP
135
Strategic Wealth Partners
Ohio
$16.9M +$47.8K +444 +0.3%
WJA
136
Willis Johnson & Associates
Texas
$16.6M -$15.1M -141,301 -48%
Betterment LLC
137
Betterment LLC
New York
$16.6M +$2.7M +25,271 +19%
MBTD
138
Mechanics Bank - Trust Department
California
$16.4M -$117K -1,092 -0.7%
SIM
139
SSI Investment Management
California
$16.4M +$1.06M +9,934 +7%
SA
140
Sanctuary Advisors
Indiana
$16.3M +$1.13M +10,453 +7%
Macquarie Group
141
Macquarie Group
Australia
$16.1M +$295K +2,761 +2%
Allianz Asset Management
142
Allianz Asset Management
Germany
$16M – – –
VCM
143
Vision Capital Management
Oregon
$15.7M +$781K +7,312 +5%
CCM
144
Canal Capital Management
Virginia
$15.5M -$928K -8,686 -6%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$15.5M -$3.04M -28,425 -16%
CCMG
146
Clark Capital Management Group
Pennsylvania
$15.2M +$15.2M +142,575 New
OCM
147
One Capital Management
California
$15.1M -$1.02M -9,507 -6%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$15.1M -$1.03M -9,678 -6%
CA
149
Cresta Advisors
Texas
$14.9M – – –
ZIM
150
Zacks Investment Management
Illinois
$14.8M -$2.13M -19,952 -13%
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