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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
151
Lifeworks Advisors
Michigan
$14.7M +$1.06M +9,952 +8%
TCM
152
Towercrest Capital Management
Pennsylvania
$14.7M +$2.82M +26,372 +24%
5SA
153
5th Street Advisors
Connecticut
$14.6M -$558K -5,226 -4%
State Street
154
State Street
Massachusetts
$14.6M +$3.03M +28,326 +26%
SIA
155
Strategic Investment Advisors
Michigan
$14.5M +$214K +2,000 +1%
MCM
156
MAI Capital Management
Ohio
$14.5M +$14.5M +135,552 New
Baird Financial Group
157
Baird Financial Group
Wisconsin
$14.5M +$2.12M +19,882 +17%
Loomis, Sayles & Company
158
Loomis, Sayles & Company
Massachusetts
$14.3M +$8.96M +83,843 +168%
GFG
159
Greystone Financial Group
Michigan
$14.1M +$262K +2,455 +2%
GC
160
Guggenheim Capital
Illinois
$14M -$212K -1,983 -1%
PFT
161
Providence First Trust
Arizona
$13.9M +$4.31M +40,355 +45%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$13.9M -$615K -5,758 -4%
NWM
163
Northcape Wealth Management
New York
$13.8M -$77.2K -723 -0.6%
BS
164
Banco Santander
Spain
$13.6M +$1.98M +18,570 +17%
CF
165
Corebridge Financial
Texas
$13.5M – – –
HCM
166
Hudson Capital Management
New Jersey
$13.5M +$13.5M +126,215 New
Capstone Investment Advisors
167
Capstone Investment Advisors
New York
$13.4M +$6.55M +61,333 +96%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$13.1M +$3.02M +28,297 +30%
Legal & General Group
169
Legal & General Group
United Kingdom
$12.9M -$71.1M -665,685 -85%
1CP
170
1607 Capital Partners
Virginia
$12.9M +$12.9M +120,350 New
OC
171
Oppenheimer & Co
New York
$12.6M +$390K +3,651 +3%
CIG
172
CHB Investment Group
Pennsylvania
$12.5M +$474K +4,436 +4%
PCIA
173
Prime Capital Investment Advisors
Kansas
$12.5M -$592K -5,545 -5%
Daiwa Securities Group
174
Daiwa Securities Group
Japan
$12.5M +$150K +1,404 +1%
IWP
175
Insight Wealth Partners
Texas
$12.1M +$676K +6,328 +6%
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