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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 %
CFGS
176
Concourse Financial Group Securities
Alabama
$12M -$563K -5,256 -4%
DILH
177
Dai-ichi Life Holdings
Japan
$11.9M +$3.75M +35,181 +46%
Man Group
178
Man Group
United Kingdom
$11.9M -$114M -1,067,702 -91%
B
179
Barings
North Carolina
$11.8M – – –
Millennium Management
180
Millennium Management
New York
$11.6M -$31.1M -290,741 -73%
HCM
181
HMS Capital Management
Tennessee
$11.6M +$830K +7,765 +8%
LWM
182
Lakeridge Wealth Management
Ohio
$11.4M +$756K +7,073 +7%
GCM
183
Graham Capital Management
Connecticut
$11.2M -$2.44M -22,800 -18%
AWMT
184
AAFMAA Wealth Management & Trust
North Carolina
$11.1M +$716K +6,704 +7%
IA
185
IFG Advisory
Georgia
$11.1M +$725K +6,786 +7%
SF
186
Synovus Financial
Georgia
$11.1M +$1.09M +10,177 +11%
FBB
187
Fulton Breakefield Broenniman
Maryland
$11M -$2.18M -20,376 -16%
SWA
188
Stratos Wealth Advisors
Ohio
$11M -$2.55M -23,827 -19%
SWP
189
Stratos Wealth Partners
Ohio
$10.8M +$555K +5,191 +5%
BCM
190
BlueCrest Capital Management
Jersey
$10.7M -$16M -150,000 -60%
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$10.7M – – –
MSA
192
MUFG Securities Americas
New York
$10.7M +$10.7M +100,000 New
TWC
193
TD Waterhouse Canada
Ontario, Canada
$10.5M +$705K +6,597 +7%
LL
194
LPWM LLC
Minnesota
$10.4M +$9.14M +85,511 +714%
TDWM
195
Topel & Distasi Wealth Management
California
$10.4M +$320K +2,998 +3%
TW
196
Trajan Wealth
Arizona
$10.3M +$246K +2,300 +2%
BPAMU
197
BTG Pactual Asset Management US
New York
$10.2M -$5.43M -49,615 -35%
SMI
198
Shelter Mutual Insurance
Missouri
$10.2M – – –
JRCM
199
Jones Road Capital Management
New York
$10.2M – – –
TCM
200
Twele Capital Management
Minnesota
$10.1M +$730K +6,835 +8%
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