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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

708 hedge funds and large institutions have $26.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
16.21%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.72%
New
49
Increased
278
Reduced
256
Closed
59
Calls
$209M
Puts
$1.46B
Net Calls
-$1.25B
Net Calls Change
-$1.14B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.59B
2
Goldman Sachs
Goldman Sachs
New York
$1.11B
3
DILIC
Dai-ichi Life Insurance Company
Japan
$524M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$300M
5
AIMU
Allianz Investment Management US
Minnesota
$888M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.1B
2
TA
Teachers Advisors
New York
$0
3
BlackRock
BlackRock
New York
$1.77B
4
Fisher Asset Management
Fisher Asset Management
Washington
$2.51B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$3.59M +$142K +1,242 +4%
CL
227
CPWM LLC
Washington
$3.56M +$16.1K +140 +0.5%
VWM
228
Venturi Wealth Management
Texas
$3.52M +$1.25M +10,957 +55%
UB
229
UMB Bank
Missouri
$3.49M -$127K -1,108 -4%
WAM
230
Watermark Asset Management
California
$3.48M -$125K -1,085 -3%
IWP
231
Icon Wealth Partners
Texas
$3.47M +$963K +8,378 +38%
RA
232
RFG Advisory
Alabama
$3.46M +$1.94M +16,860 +127%
SAM
233
SignalPoint Asset Management
Missouri
$3.45M +$3.91K +34 +0.1%
DSC
234
Duncker Streett & Co
Missouri
$3.42M -$41.8K -364 -1%
FAM
235
Flaharty Asset Management
Florida
$3.41M +$1.11M +9,668 +48%
BI
236
Ballast Inc
Kentucky
$3.4M +$276K +2,404 +9%
CAN
237
Cetera Advisor Networks
California
$3.31M +$833K +7,255 +34%
HFS
238
HL Financial Services
Kentucky
$3.28M +$319K +2,772 +11%
DWM
239
Dakota Wealth Management
Florida
$3.26M -$261K -2,273 -7%
CFG
240
Citizens Financial Group
Rhode Island
$3.22M +$309K +2,689 +11%
WI
241
Wintrust Investments
Illinois
$3.19M -$294K -2,554 -8%
CCM
242
Context Capital Management
California
$3.15M +$736K +6,400 +30%
CPF
243
Context Partners Fund
California
$3.15M +$3.15M +27,400 New
MPPLM
244
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.14M -$23.3K -203 -0.7%
SFA
245
Sequoia Financial Advisors
Ohio
$3.1M -$2.87M -24,939 -48%
HIIFS
246
Harel Insurance Investments & Financial Services
Israel
$3.08M -$35.5K -309 -1%
NEAM
247
New England Asset Management
Connecticut
$3.03M – – –
TCM
248
Traynor Capital Management
Pennsylvania
$3.03M +$145K +1,261 +5%
AllianceBernstein
249
AllianceBernstein
Tennessee
$3.01M +$77.7K +676 +3%
APA
250
American Portfolios Advisors
New York
$3M +$639K +5,558 +27%
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