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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 %
AllianceBernstein
251
AllianceBernstein
Tennessee
$2.89M -$68.5K -607 -2%
William Blair & Company
252
William Blair & Company
Illinois
$2.86M -$887K -7,867 -24%
MPPLM
253
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.83M -$248K -2,194 -8%
PAG
254
Pinnacle Advisory Group
Maryland
$2.81M +$37.1K +329 +1%
SFA
255
Sequoia Financial Advisors
Ohio
$2.81M -$242K -2,144 -8%
TCM
256
Traynor Capital Management
Pennsylvania
$2.8M -$175K -1,552 -6%
PA
257
Planning Alternatives
Michigan
$2.77M -$4.71M -41,765 -63%
CLOS
258
Compagnie Lombard Odier SCmA
Switzerland
$2.74M -$158K -1,400 -5%
PAG
259
Private Advisory Group
Washington
$2.73M +$283K +2,506 +12%
CAM
260
Concorde Asset Management
Michigan
$2.68M +$150K +1,326 +6%
TPWA
261
TRUE Private Wealth Advisors
Oregon
$2.6M -$245K -2,172 -9%
AAP
262
Arax Advisory Partners
Colorado
$2.59M +$400K +3,545 +18%
WI
263
Wintrust Investments
Illinois
$2.58M -$556K -4,928 -18%
DE
264
Day & Ennis
Georgia
$2.54M +$425K +3,765 +20%
RFO
265
RiverGlades Family Offices
Florida
$2.54M +$1.11M +9,844 +78%
KWMG
266
King Wealth Management Group
Florida
$2.53M -$2.26K -20 -0.1%
California Public Employees Retirement System
267
California Public Employees Retirement System
California
$2.47M -$14.6M -129,430 -86%
RCG
268
Ruggie Capital Group
Florida
$2.46M +$2.18M +19,289 +767%
BCI
269
Brinker Capital Investments
Pennsylvania
$2.43M +$1.46M +12,966 +151%
Mariner
270
Mariner
Kansas
$2.42M +$182K +1,613 +8%
WPC
271
White Pine Capital
Minnesota
$2.42M -$89.9K -797 -4%
BRWA
272
B. Riley Wealth Advisors
Florida
$2.41M +$205K +1,815 +9%
CWM
273
Cornerstone Wealth Management
Missouri
$2.4M -$359M -3,187,485 -99%
CT
274
Coastline Trust
Rhode Island
$2.37M -$2M -17,700 -46%
SWM
275
SeaCrest Wealth Management
New York
$2.36M -$149K -1,322 -6%
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