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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 %
CCT
276
Country Club Trust
Missouri
$2.36M -$109K -962 -4%
SP
277
Sarasin & Partners
United Kingdom
$2.29M -$2.36M -20,953 -51%
OC
278
Oppenheimer & Co
New York
$2.28M +$388K +3,441 +21%
MAFM
279
Mid Atlantic Financial Management
Pennsylvania
$2.27M +$2.27M +20,159 New
EAMA
280
EFG Asset Management (Americas)
Florida
$2.27M +$949K +8,409 +72%
SFFS
281
Stonehage Fleming Financial Services
Jersey
$2.27M -$202K -1,790 -8%
FA
282
FDx Advisors
Illinois
$2.23M -$38.2M -338,807 -94%
LFAS
283
Level Four Advisory Services
Texas
$2.15M +$135K +1,198 +7%
GLA
284
Good Life Advisors
Pennsylvania
$2.13M -$163K -1,441 -7%
GFPC
285
Global Financial Private Capital
Florida
$2.13M -$211K -1,872 -9%
IWS
286
Insight Wealth Strategies
California
$2.09M +$2.09M +18,550 New
BBA
287
Braun-Bostich & Associates
Pennsylvania
$2.08M -$173K -1,533 -8%
RA
288
RFG Advisory
Alabama
$2.06M -$1.34M -11,833 -39%
BP
289
Ballentine Partners
Massachusetts
$2.03M +$2.03M +17,956 New
ACP
290
Ashfield Capital Partners
California
$2.02M -$365K -3,238 -15%
NFG
291
Next Financial Group
Texas
$2.02M +$1.84M +16,284 +1,025%
NCMW
292
Northern Capital Management (Wisconsin)
Wisconsin
$2M -$1.63M -14,470 -45%
FNBOSM
293
First National Bank of South Miami
Florida
$1.95M +$1.95M +16,700 New
PPP
294
Private Portfolio Partners
New Jersey
$1.94M +$1.94M +17,209 New
WIA
295
Wealthstreet Investment Advisors
Texas
$1.93M -$292K -2,540 -13%
DADC
296
D.A. Davidson & Co
Montana
$1.93M -$344K -3,050 -15%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$1.92M -$8.58K -76 -0.4%
FGC
298
Financial Gravity Companies
Texas
$1.91M +$1.91M +16,478 New
SSWM
299
Sheets Smith Wealth Management
North Carolina
$1.87M +$5.87K +52 +0.3%
Retirement Systems of Alabama
300
Retirement Systems of Alabama
Alabama
$1.84M -$1.07M -9,510 -37%
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