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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

749 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 188 increasing their positions, 317 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+41
Holders Change %
+5.79%
% of All Funds
16.72%
Holding in Top 10
88
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.33%
% of All Funds
1.96%
New
134
Increased
188
Reduced
317
Closed
84
Calls
$885M
Puts
$1.66B
Net Calls
-$779M
Net Calls Change
+$468M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$917M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$545M
3
Ameriprise
Ameriprise
Minnesota
$1.09B
4
CC
CQS Cayman
Cayman Islands
$138M
5
SG Americas Securities
SG Americas Securities
New York
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$737M
2
Goldman Sachs
Goldman Sachs
New York
$368M
3
DILIC
Dai-ichi Life Insurance Company
Japan
$81.1M
4
Bank of America
Bank of America
North Carolina
$3.63B
5
CWM
Cornerstone Wealth Management
Missouri
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$3.4M +$730K +6,471 +27%
MTB
227
Mizuho Trust & Banking
Japan
$3.39M -$37.2M -330,000 -92%
LWM
228
Lenox Wealth Management
Ohio
$3.38M +$2.24M +19,894 +197%
CCG
229
Cypress Capital Group
Florida
$3.35M -$2.28M -20,184 -40%
MIAN
230
Mariner Independent Advisor Network
Kansas
$3.35M +$498K +4,398 +17%
WAM
231
Watermark Asset Management
California
$3.35M -$73.9K -655 -2%
SFG
232
StrategIQ Financial Group
Indiana
$3.33M -$822K -7,281 -20%
OFG
233
Omega Financial Group
California
$3.31M +$3.31M +29,314 New
CI
234
Cambiar Investors
Colorado
$3.28M +$425K +3,765 +15%
DWM
235
Dakota Wealth Management
Florida
$3.26M – – –
DSC
236
Duncker Streett & Co
Missouri
$3.25M -$107K -944 -3%
FA
237
FMA Advisory
Pennsylvania
$3.24M -$287K -2,547 -8%
HFS
238
HL Financial Services
Kentucky
$3.23M +$6.77K +60 +0.2%
APA
239
American Portfolios Advisors
New York
$3.19M +$252K +2,235 +9%
CCA
240
Clearwater Capital Advisors
Illinois
$3.17M -$1.08M -9,601 -25%
CCA
241
Cobblestone Capital Advisors
New York
$3.16M +$3.16M +27,977 New
PP
242
Prudential plc
United Kingdom
$3.09M +$380K +3,366 +14%
RJT
243
Raymond James Trust
Florida
$3.02M +$497K +4,407 +20%
PR
244
Payden & Rygel
California
$3.01M +$3.01M +26,700 New
NEAM
245
New England Asset Management
Connecticut
$2.98M – – –
WANY
246
Wealthspire Advisors (New York)
New York
$2.98M +$2.98M +26,403 New
IWM
247
IHT Wealth Management
Illinois
$2.98M +$926K +8,206 +45%
FA
248
Fortis Advisors
Pennsylvania
$2.97M +$30.1K +267 +1%
CAN
249
Cetera Advisor Networks
California
$2.94M -$317K -2,803 -10%
FA
250
Forefront Analytics
Pennsylvania
$2.91M -$785K -6,938 -21%
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