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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

937 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 309 increasing their positions, 306 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+106
Holders Change %
+12.76%
% of All Funds
18.5%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.97%
New
202
Increased
309
Reduced
306
Closed
81
Calls
$1.48B
Puts
$2.53B
Net Calls
-$1.05B
Net Calls Change
+$554M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.03B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$591M
3
Goldman Sachs
3
Goldman Sachs
New York
$833M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$330M
5
AB
5
Aozora Bank
Japan
$262M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$707M
2
AIMU
2
Allianz Investment Management US
Minnesota
$747M
3
Wells Fargo
3
Wells Fargo
California
$509M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$391M
5
Jane Street
5
Jane Street
New York
$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Probity Advisors
Texas
$4.14M +$91.9K +718 +2%
AGC
277
Angelo Gordon & Co
New York
$4.12M – – –
PWAG
278
Polaris Wealth Advisory Group
California
$4.1M +$4.1M +31,749 New
WWM
279
Willingdon Wealth Management
North Carolina
$4.06M +$2.41M +18,797 +145%
1IA
280
1834 Investment Advisors
Wisconsin
$3.92M -$276K -2,157 -7%
NFG
281
Next Financial Group
Texas
$3.92M +$685K +5,351 +21%
SAM
282
SignalPoint Asset Management
Missouri
$3.91M +$317K +2,480 +9%
CCG
283
Cypress Capital Group
Florida
$3.89M -$73.6K -575 -2%
DCM
284
Donaldson Capital Management
Indiana
$3.87M +$1.97M +15,399 +104%
Comerica Bank
285
Comerica Bank
Texas
$3.85M -$423K -3,235 -10%
Neuberger Berman Group
286
Neuberger Berman Group
New York
$3.83M +$236K +1,847 +7%
CI
287
Cambiar Investors
Colorado
$3.82M +$355K +2,776 +10%
DWM
288
Dakota Wealth Management
Florida
$3.73M +$185K +1,442 +5%
HGWM
289
Harvest Group Wealth Management
Massachusetts
$3.67M +$3.67M +28,649 +48,558%
CRCM
290
Corbett Road Capital Management
Virginia
$3.67M +$3.67M +28,673 New
RSWM
291
Robertson Stephens Wealth Management
California
$3.63M +$1.64M +12,811 +82%
WQ
292
Wealth Quarterback
New Jersey
$3.62M +$3.62M +33,604 New
SFA
293
Sequoia Financial Advisors
Ohio
$3.61M +$361K +2,823 +11%
JIP
294
Jaffetilchin Investment Partners
Florida
$3.61M -$383K -2,990 -10%
NSB
295
Norway Savings Bank
Maine
$3.58M -$278K -2,176 -7%
FA
296
FMA Advisory
Pennsylvania
$3.56M -$11K -86 -0.3%
TNBTD
297
Trustmark National Bank Trust Department
Mississippi
$3.56M -$128K -1,001 -3%
LG
298
Leuthold Group
Minnesota
$3.56M -$51.4K -402 -1%
CCA
299
Cobblestone Capital Advisors
New York
$3.53M +$8.83K +69 +0.3%
OFG
300
Omega Financial Group
California
$3.48M -$63.2K -494 -2%
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