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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
+$287M
2
Ameriprise
Ameriprise
Minnesota
+$230M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$222M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$153M
5
AssetMark Inc
AssetMark Inc
California
+$150M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$1.35B
2
Prudential Financial
Prudential Financial
New Jersey
-$317M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$264M
4
AIMU
Allianz Investment Management US
Minnesota
-$169M
5
Bank of America
Bank of America
North Carolina
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gotham Asset Management
New York
$10.7M +$105K +930 +1%
TDWM
202
Topel & Distasi Wealth Management
California
$10.7M +$75.2K +666 +0.7%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$10.7M +$662K +5,860 +7%
TW
204
Trajan Wealth
Arizona
$10.6M -$3.29M -29,103 -24%
SF
205
Synovus Financial
Georgia
$10.6M +$1.11M +9,867 +12%
WB
206
WesBanco Bank
West Virginia
$10.6M -$3.16M -27,974 -23%
SMI
207
Shelter Mutual Insurance
Missouri
$10.4M – – –
NWAG
208
Net Worth Advisory Group
Utah
$10.4M +$10.4M +92,118 New
TWC
209
TD Waterhouse Canada
Ontario, Canada
$10.4M +$1.74M +15,385 +20%
PFT
210
Providence First Trust
Arizona
$10.1M +$2.7M +23,871 +36%
MWM
211
MTC Wealth Management
Florida
$10.1M +$35.8K +317 +0.4%
TCM
212
Twele Capital Management
Minnesota
$9.95M +$112K +993 +1%
CGF
213
Constant Guidance Financial
Massachusetts
$9.93M +$9.93M +87,930 New
SFG
214
SevenBridge Financial Group
Pennsylvania
$9.9M +$700K +6,389 +8%
NMIMC
215
Northwestern Mutual Investment Management Company
Wisconsin
$9.77M -$24.5M -216,500 -71%
IPW
216
Invictus Private Wealth
Colorado
$9.66M -$5.2K -46 -0.1%
Corient Private Wealth
217
Corient Private Wealth
Florida
$9.4M -$44.2K -391 -0.5%
PPFA
218
Provida Pension Fund Administrator
Chile
$9.24M – – –
Mariner
219
Mariner
Kansas
$9.23M -$850K -7,520 -8%
AAS
220
Avantax Advisory Services
Texas
$9.15M +$629K +5,563 +7%
Comerica Bank
221
Comerica Bank
Texas
$9.04M -$1.03M -9,128 -10%
PRS
222
Pinkerton Retirement Specialists
Idaho
$9.03M +$320K +2,836 +4%
STAS
223
Strong Tower Advisory Services
Minnesota
$9.03M -$130K -1,149 -1%
NMFM
224
National Mutual Funds Management
Australia
$8.98M -$13.2M -116,722 -59%
EIP
225
Easterly Investment Partners
Massachusetts
$8.89M – – –
7 8
9
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