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

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$460M
2
Prudential Financial
Prudential Financial
New Jersey
$323M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$53.1M
4
AIMU
Allianz Investment Management US
Minnesota
$986M
5
Bank of America
Bank of America
North Carolina
$2.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
FDP
176
Financiere des Professionnels
Quebec, Canada
$13.4M -$4.39M -38,900 -25%
CFGS
177
Concourse Financial Group Securities
Alabama
$13.2M +$1.52M +13,495 +13%
Parallax Volatility Advisers
178
Parallax Volatility Advisers
California
$13.2M +$13.2M +116,502 New
Baird Financial Group
179
Baird Financial Group
Wisconsin
$13.1M +$928K +8,215 +8%
Daiwa Securities Group
180
Daiwa Securities Group
Japan
$13M +$659K +5,830 +5%
NA
181
NewEdge Advisors
Louisiana
$13M -$2.48M -21,963 -16%
OC
182
Oppenheimer & Co
New York
$13M +$410K +3,631 +3%
KWM
183
Kingsview Wealth Management
Oregon
$12.9M -$5.06M -44,769 -28%
CIG
184
CHB Investment Group
Pennsylvania
$12.7M +$12.7M +112,717 New
TCM
185
Towercrest Capital Management
Pennsylvania
$12.5M +$1.4M +12,385 +13%
B
186
Barings
North Carolina
$12.5M -$2.82M -25,000 -18%
State Street
187
State Street
Massachusetts
$12.3M +$4.48M +39,661 +57%
BS
188
Banco Santander
Spain
$12.2M +$12.2M +108,280 New
TD Asset Management
189
TD Asset Management
Ontario, Canada
$12.2M -$785K -6,932 -6%
US Bancorp
190
US Bancorp
Minnesota
$12M +$2.91M +25,714 +32%
IWP
191
Insight Wealth Partners
Texas
$12M +$1.59M +14,075 +15%
HCM
192
HMS Capital Management
Tennessee
$11.4M +$696K +6,157 +7%
BCC
193
Bain Capital Credit
Massachusetts
$11.3M – – –
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$11.3M -$22.6M -200,000 -67%
LWM
195
Lakeridge Wealth Management
Ohio
$11.2M +$784K +6,942 +7%
AWMT
196
AAFMAA Wealth Management & Trust
North Carolina
$11M +$144K +1,274 +1%
IA
197
IFG Advisory
Georgia
$11M +$1.68M +14,861 +18%
SEI Investments
198
SEI Investments
Pennsylvania
$10.9M – – –
SWP
199
Stratos Wealth Partners
Ohio
$10.8M +$579K +5,125 +6%
JRCM
200
Jones Road Capital Management
New York
$10.8M -$1.6M -14,171 -13%
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